I worked with Mike, and was not impressed. I had all of my files in order and he entered an amount…read moretwice in the wrong place. Why the rush when you are not checking your figures. An amended return was sent late and now I'm getting interest charge from the State. Too much money paid for a simple mistake .

I used the firm for 2022, and 2023 tax returns. In 2022…read moretax, Sonny didn't treat my wife's 401k contribution as tax deducible, caused we paid $20000 more taxes (Fed, and State). In 2023 tax, he failed to put my wife's group prepaid state tax as credit, we paid $91000 more tax. I found the problems, informed him, asked him to do amend tax returns, he refused to do so. I hired an accountant to do the amend tax returns for the refund. He confirmed that Sonny missed both above.

Travis deserves yet another review from me. I have continued to use his services since my first…read morereview because he is the very best. Travis always knows the answer to my unique tax situation and always answers very very quickly. Not only is he knowledgeable, but he's also just a nice human being. I think Travis is a fantastic value for the services he provides. He can do a simple tax return or the individual circumstances that surround 1099, inheritance, capital gains and so on. I still highly recommend him.

Highly professional and considerate. Extreme attention to details. Timely response. I would…read moredefinitely hire him going forward for my tax filing (unless I move to another state lol)

Working with Jonatan has been great so far. He was able to find and correct mistakes in my 1120 S…read moremade by my previous tax accountant so I can attest to him being thorough. Highly recommend him.

From the owner: Aventa Tax provides small business tax planning and accounting services to businesses in Montgomery…read moreCounty, Frederick County, and surrounding Maryland areas. With over 10 years of experience, our team of experts helps businesses with tax preparation, bookkeeping, payroll, tax representation, and consulting. We are local small business accountants and enrolled agents who assist clients in Germantown, Gaithersburg, Rockville, Bethesda, Silver Spring, Frederick, Montgomery Village, and more. Our team consists of QuickBooks Certified ProAdvisors, Xero Advisors, certified Financial & Managerial Accounting Associates, and Enrolled Agents.

Working with her now incredible transparent servies.I've known her for years nothing but…read moreexceptional services.highly recomended.

From the owner: At D.S. Tax, I take pride in my ability to communicate effectively with clients in English, French,…read moreand Spanish. My services are centered around tax preparation, accounting, bookkeeping, payroll services, and life insurance. I am also a Certifying Acceptance Agent (CAA), ensuring you can trust me with your income tax returns.

I really cannot say enough great things about Jim Ruth at Potomac Financial. He is so…read moreknowledgeable and always looking out for his clients best interests. He gives the highest level of personalized service...and they throw great parties for their clients and those that refer them! I would never hesitate to recommend Jim Ruth - financial planner extraordinaire - to any of my friends!

From the owner: Potomac Financial Consultants, LLC has been an integral part of the Germantown, Maryland community…read morefor more than 30 years. Over these last three decades, even through a transfer of ownership, our clients have remained faithful and the high caliber of service continues to be our top priority. Since our inception in 1983, our mission remains the same. We are dedicated to offering highly personalized retirement and investment services combined with today's innovative technology to successful women, business professionals, and families nearing retirement. As an independent financial services firm, our clients and their needs are the focus instead of individual products. Our advisors are truly objective when working on your financial plan; committed to maximizing your opportunities, not our benefit.

I have been using Burman for our personal and business taxes for many years and he does a fantastic…read morejob. Burman provides excellent customer service, quick response times and answers my questions in a manner I can understand (as I am not a tax professional). I highly recommend using Berger & Associates. You will not be disappointed!

From the owner: Burman Berger was a practicing lawyer for 15 years, and transitioned to accountant once he realized…read moreit was his true passion. He has been a tax accountant for the last 14 years. The firm represents individuals and small businesses. We have a particular expertise with real estate professionals and investors, and with nonresidents who have to file a US tax return.

My experience with Eric Wexler was below expectations. I setup a consultation for a question…read morearound doing a Roth IRA conversions. It involved some partial rollovers into qualified plan from IRA preceding the conversion. I had done a bit of research but wanted an expert to validate the specifics of my situation. While other attorneys I've met with in the past on other topics have a free consultation to validate they are in a position to help; Eric charges $250 for the initial conversation which is an in person meeting. He doesn't offer a first 5-10 minute phone discussion to ensure he is a fit or the need. After about a week, he called to say what I was specifically trying to do wouldn't work. I requested him to send any specific reference to the law section; IRS publication; or articles as his evaluation was contrary to what I was finding myself. He said he would send me something, but never got back to me. There was some additional up and back with questions as I sent him some IRS material after he never got back to me per above. Eric is not responsive, going weeks without a reply. He emailed me on Nov 9th apologizing that he'd been on a big project, and would reply soon. It is now Dec 2nd and still not heard. My perception is that my question was not in Eric's wheelhouse, familiarity with current rulings regarding rollovers to qualified plans from an IRA of earnings, leaving the basis behind in an IRA. In the end I felt like I wasted time and $250 without clarity. To his credit, at least he never asked for more than the initial consultation fee. But regardless I still feel as though I don't have a solid answer and would he would have been better for him to simply decline to engage on the topic during the initial meeting if this wasn't the type of thing he could get to resolve quickly or he didn't have bandwidth.

We came to Eric for a will, trust, etc. after our State Farm agent recommended him. He is very…read moregenerous with his time, charging a flat fee instead of by the hour. Eric kindly also answered a lot of estate planning questions for my dad, and furthermore recommended my dad use an attorney where he lives, instead of keeping the business for himself. He also explained why we do not, in fact need a trust. I also really like that his flat fee included him retaining a copy of our notarized will, just in case we ever have a house fire or the like.

Wes is great. Super quick and painless. Very responsive and a pleasure to work with. I expected the…read moreservice to cost way more than it did. He was only slightly more than turbo tax. Two thumbs up, will use his services again next year.

I first reached out to Wes for tax help when I got married in 2016. I have never had a regular tax…read moreaccountant before, but he met me at Caribou Coffee and put me immediately at ease with his warm manner. My taxes were done in a short time, and accurately as far as I know. One year he got us a $4,000 refund. It is my hope that his business flourishes, as he strikes me as very deserving of success.

Quick return turn around, John and his staff are very friendly, prices are standard. Recommend.read more

In addition to my previous post--- All John's employees do a great job. Everyone is as very…read morefriendly,knowledgeable and professional as can be. If you speak with one of them and they don't know the answer to a particular question, they will check with John and get right back to you. No room for improvement. Most other businesses could learn a thing or two from them on how to treat people.

This is my second year in a row using ClientTax, and I'm very satisfied. Service is quick, and I…read morewas able to schedule an appointment easily online. The offices are comfortable and clean. I am also confident that my taxes are being filed correctly. I feel that I'm in safe hands with Sarmad. He knows his stuff and follows all the rules, and is able to advise on any questions that I have. I highly recommend this based on my experience. Aaron

ClienTax may have a fancy website, but the owner, Sarmad, is disorganized and very rude. My husband…read moreand I used his services starting back in 2018. To be fair, he was professional initially and would respond to our questions more promptly. However all of the sudden he started being very short and extremely rude if we asked a question about something relating to our taxes especially when we entrusted him with our personal taxes as well as and business' payroll and taxes. Sarmad messed up the Business' taxes one year so badly we are still getting letters from the IRS, and to date we've had to pay a lot of money to the IRS. Just a week ago my husband mailed the IRS a check because he didn't file the taxes correctly. We've moved to a different CPA. I DO NOT recommend him at all. He is rude, arrogant and he does NOT want to be questioned even when you have every right to. He doesn't do well when held accountable. He is just very unreliable!