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Stuart Financial Group

1.0 (1 review)

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Services - Stuart Financial Group

Current year tax preparation and filing

Estate planning

Inheritance planning

7 More Services

Insurance planning

Investment management

Life insurance

Past year(s) tax preparation and filing

Retirement planning

Audit and conflict resolution support

Tax planning

Stuart Financial Group Insurance Photos

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1 year ago

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H&R Block

H&R Block

(9 reviews)

I've been going to H&R Block for about 18 years now. They are a bit pricey, but their knowledge of…read moreall possible tax credits, benefits programs, etc. has more than made up for that. When I calculated my own with turbo tax, the result was substantially higher than what I paid through H&R Block, even after including the cost of paying them to do my taxes. The difference was due to credits I had not been aware of but for which I was qualified. I've worked with about 4 different tax advisors through H&R Block over the years, and I have been quite pleased with all of them. I would absolutely recommend them as a reliable tax preparation service.

I had a terrible experience working with Marguerite "Margot" Ziperman. Basic details like my…read morebirthdate and business name were wrong and not corrected despite multiple requests--it only got fixed after I escalated it to someone else! The actual tax prep felt sloppy and rushed. I was told we'd compare standard vs. itemized deductions, but that didn't happen until I pushed for Margot to do it as she had promised! I also had to follow up to make sure obvious deductions (like my cell phone expenses) were even included--after I had already provided the documentation! They were NOT initially included. Like wtf??? Communication was dismissive and transactional. Getting clear answers or a simple phone call took way more effort than it should have. A supervisor, Erin, called me and acknowledged Margot's mistakes--but the call was a complete waste of time. No fee reduction, just empty apologies and an offer of "pizza" if I find myself in the area. Completely tone-deaf and unprofessional. Lastly, Margot forgot to add the discount I received for my fees, and I had to tell her to add the discount! Complete lack of attention to detail. Overall, this was disorganized, frustrating, and not the level of service you should expect when you're paying for tax preparation. I will not be returning.

DMV Tax Resolution - Beware of Tax Debt Lurking int the Shadows Waiting to Pounce!

DMV Tax Resolution

(1 review)

Excellent service. I highly recommend. Very professional and responsive..They are very quick and…read moreevery is handled thru the portal.

From the owner: DMV Tax Resolution, we represent individuals and businesses throughout the DC, Maryland, and…read moreVirginia area in serious tax disputes—whether you're facing an audit, a lien, or a potential criminal investigation. What We Do IRS & state audits (income, payroll, sales tax) Tax debt resolution: offers in compromise, payment plans Audit appeals & penalty abatement Tax liens, levies, and garnishments Innocent spouse and injured spouse relief Criminal Tax Defense IRS Criminal Investigation (CID) representation Tax fraud, evasion & false filing defense Unfiled returns or fraudulent returns Grand jury subpoenas and target letters Federal criminal investigation response Why DMV Tax Resolution? Attorney-CPA with 20+ years of experience Advanced tax law degree (LL.M. in Taxation) Personally handles every case—no outsourcing Local to the DMV—deep knowledge of federal and state tax systems Proven results with IRS, MD, DC, and VA tax authorities What Makes Us Different? Most tax firms rely on high-volume, call center-style service. We don’t. At DMV Tax Resolution, you'll work directly with an experienced tax attorney who understands both the complexity of the tax code and the seriousness of your situation. Whether your issue is civil or criminal, we act fast—and we act smart. Serving: Washington, DC Maryland Northern Virginia Virtual and in-person consultations available. Discreet. No pressure. No judgment.

Stuart Financial Group - insurance - Updated May 2026

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