Plenty ,they will not respond and the scammers are out in full force.I have tried repeatedly to get…read moresomeone to call me and it's a no go.

I had a great time working here as an intern. The company is located near the metro station, making…read moreit really convenient to get there. Meanwhile, the company offers much flexibility in the work time and fantastic opportunities to learn about the money and capital market. Everybody is friendly and patient. I ended up becoming a client of the firm after my internship is over. Highly recommended Joe and his team!

I am just retiring and had two years back taxes to file and a third (2019) was late when we met…read morewith Eric. Bottom line, we couldn't be more pleased! He turned all three years around in a couple of weeks and I am heading into retirement with my taxes current! (Maybe an odd thing to be happy about, but IRS and I have a checkered past). With my previous accountant I always felt we were at the bottom of her list of "more important" clients and usually took months to do our return. With Eric we felt like the "more important" client. Thank you Eric! We would highly recommend Johnson & Associates and intend to be a regular client. - Bob Saunders

I just called to this firm and was very disappointed. The person immediately warned that simple…read moreindividual tax return would start from $750 and it's not guaranteed. Just for potential new clients be aware of their "excellent" reviews. When I asked where he got that price his respond was they were the best and all other CPA firms around were piece of trash. It's a SCAM!!!

I found Jim during the COVID pandemic when I relocated to DC from Chicago. I quickly turned my…read moreChicago condo into a rental property and moved to the DMV area. My needs are minimal but IMO, need a certain amount of finesse to get the job done. With filing state taxes in IL,VA and having a rental property in IL, I searched around for several CPAs to assist with my taxes. I found Jim after consulting several CPAs and he seemed to meet my needs at a market price. His marketing seems to be focused on SMB and dentists offices. I like that he is responsive through his mobile app/desktop portal for questions throughout the year. I like to be able to scan/upload photos of various tax documents and tag them for organization purposes. I also like the tax documents he produces for tax season and that he uses proprietary software for accounting (QuickBooks is bad!). I also use free software for accounting and gave him access, which has been helpful in situations. Perhaps this was due to a miscommunication, but I might have been initially overcharged at first for both tax preparation and accounting, when all I needed was tax prep. After clarifying with Jim, the annual amount was spread throughout the remaining months of the year. When I renewed my contract, my monthly payment adjusted for tax prep only. Highly recommended!

I was thoroughly underwhelmed. After being with a very bright, super-quick, superstar CPA for over…read more10 years in NYC, we moved to DC and were looking for a replacement. The good reviews led us to Jim Alley, but I must say they did not equal our experience. He MISSED our first teleconference appointment (great first impression), just literally did not show up. When I called him, it was clear he was out and he had forgotten, he said he'd reschedule. I've never had a business miss a call, especially without it being an emergency, and I've never seen such nonchalance for a paying customer. Unfortunately, the trend continued, with Jim taking days to respond to email, forgetting to send a Zoom link for our next appointment, sending an email to all customers the week before April 15 to say he has a family obligation and he might need to ask for tax prep extensions, etc. Good businesses have contingency plans. Also, lovely message to send paying customers - "hey, you're not my first priority". Had I known this was his philosophy, I wouldn't have picked him. No one contests the importance of family, but professionals (ourselves included) don't hide behind their personal commitments if they can't fulfill professional ones. Also decided to have an out-of-office during the holidays very late in the game (e.g. after we had already emailed him with questions) - if you know you're going to be unavailable, signal that promptly. Messages were often written with mistakes and lack of clarity, obviously put together in a very hurried manner or written on a phone, and required extra clarification, meetings were not efficient, he often forgot to answer questions we had sent, and quotes cited sometimes didn't make sense (e.g. he said it would take a few hours and cost $500 - $700 to research the tax obligations for green card holders for a specific country - I declined, and did that myself in a matter of minutes, and our previous CPA was able to answer such questions without any additional research). We had to mail checks with our tax payments ourselves, which we have NEVER had to do - our previous accountant would have the payments directly drawn from our bank account. Another nice touch of "here's the instructions, go pay your taxes". Thanks, but I'm paying you so that I don't have to do anything. By early July, we were still not done with taxes, and we had to message him repeatedly to check if we still needed to sign anything or if all necessary paperwork had been filed. The returns were finalized in mid-July (albeit with updates he kept making to them), and in December, we were still emailing him about our state tax refund, as we had not yet received it. We do not intend to use him again and will seek better options in the area (there are plenty). If a small operation run by someone who clearly has other priorities, takes his time and is not a very efficient communicator are not things that bother you, then go ahead, but just know what you're getting.

I wanted to share my outstanding experience with Acorn Financial Services. From our very first…read moremeeting almost two decades ago, it was evident that their expertise and dedication to tailored financial planning and advisory services is unparalleled. It has been a game-changer as they became a trusted partner in our financial journey, holistically understanding our family's financial objectives, concerns, and unique circumstances while crafting our personalized plan empowering us to make informed decisions. The firm's clear and transparent communication and patience were invaluable as they proactively and reactively responded to our situation, questions and concerns. Their expertise, knowledge and strategic guidance (taxes included) have enhanced our financial outlook and long-term aspirations for my wife and I, as well as our children. This allowed us to focus on other aspects of our lives, whether working to advance our career or spending more time with our family. Looking back at the nearly 20 years as a client, the gift of time to spend with our family, friends, career and other personal endeavors was one of the most valuable and unexpected benefits as we began the journey with them. I highly recommend Acorn Financial Services to anyone in search of a trustworthy, knowledgeable, and client-focused financial advisor and planner. I have introduced close to 30 close friends and family members as clients over the years, all with similar positive experiences.

I may have just selected a lazy account manager but he doesnt hold regular status update meetings…read moreand he is late and doesnt stay on task when he is in the meetings so my time is wasted. He cannot explain his investment strategy. I only notice Activity on my account around when I send emails inquiring about the status of my account which triigers his memory that I am a client. There are too many websites needed to manage my money since one is needed to budget, one is needed to see investments, and a third for something else. There is not one for everything. I am paying investments fees quarterly to lose money while my friends made money during the same timeframe so he cant blame the market. Go somewhere else.

Recommend Equity Planning, have been using them over ten years…read more Marc was able to guide me to the right term life insurance, and the peace of mind that goes with it. Marc has full breadth of understanding of what is in the marketplace. Most people need insurance as part of a financial plan, to insure insurability. Nice to have a "bricks and mortar" store in the form of Equity Planning Inc., they're there "after the sale" to provide stellar service. Might be tempting to shop online for insurance, but it's better to have a knowledgeable, trustworthy person like Marc at your side. I have EPI's business card with my important papers. I'm confident that they will be able to assist my family.

I have been a client with Michael Westwick since 2017. He is on time and accurate. He originally…read morestarted working on my personal return. Overtime, he recommended my business to be taxed as an S-Corporation. That saved me enough money to fund a full year of college for my Daughter. I was so impressed. He now manages some of our investment accounts. He is genuine. He always answers my questions when I have them. His portal makes it possible to upload info remotely. I would recommend him to anyone in the market for Accounting or Financial Advising

I've been working with Gary since Jan 2020. As a young professional I'm trying to get out of old…read morecredit card debt and then build up savings. Gary's approach to my financial fitness came has come from a place of understanding - he has worked with me to create a realistic and manageable plan that is getting me out of debt!! The thought of just getting started gave me so much anxiety but Gary has always been so supportive and helpful through that. Whether you're looking to get out of debt or to build your wealth, Stewart Solutions is the move to make - working with Gary always feels like working with a friend and he is someone I wholeheartedly trust in helping me make financial decisions.

Gary helped be get out from under my debt quickly. He helped me create realistic goals, and was…read moresupportive and attentive in helping me reach them. He set me up for financial success for life! He truly changed the way I look at spending and budgeting.

CB Investment Management takes a superior approach in which greater returns are achieved while…read moresimultaneously taking on less risk than conventional methods. They have been a trusted partner and a wonderful resource through these volatile and changing times. We are very happy (and relieved) to have Chris Belchamber managing our investment portfolio.