Tax Preparations near Potomac

“We’ve always filed our own tax return but decided to work with an accountant after the laws recently changed. After a brief e-mail exchange Rick knew exactly how the changes would impact us and advised us to make changes to our withholdings. It worked out very well for us and we will continue to use his services.“

“Highly profesional service coupled with a friendly and responsive answer to every question or comment that I had during the preparation of the documents“

“My husbands employer had notified us that 4 years of taxes were incorrect due to an accounting error on their part. I had no idea even where to start. H and R Block was not going to cut it. With a quick search through the BBB I discovered Back Tax Expert. I emailed them and they quickly responded. Bill was not phased by our predicament which brought me immediate comfort. Communication was consistent and getting the process started was simple. Whenever I had questions, I was responded to the same day! Thanks to Back Tax Expert and Bill Fritton our tax kerfuffle was resolved. Thank you so much for your services.“

“I've been going to BATS for several years, and have always received excellent service.“

“I felt so much relived after found EEZ tax. It is not that easy to find local accountant that you can CONFIDENTLY rely on for your tax return. I have been through many acccountants simply because I frequently moved. I just had one of the best tax return experince with Mahesh. He is responsive and knowledgeable. He always listens and provides clear and concise answers to your specific needs. He truly serves and values his customers.“

“Hassan’s accounting and tax service is really very good , friendly, honest and seriously good service, I am happy his service, thanks , Best of luck.“

“We have been using ISTA services since 2014 for our personal and business-related taxes. Ketan has been superb and very knowledgeable. Ketan is very proactive in guiding and tailoring the process to our unique situation and offering well timed solutions. We specially appreciate the proactive nature of the relationship and the ongoing collaboration throughout the year to be prepared and focused on the situation for the year and not be surprised at the end of the cycle.\\n\\nWe have referred ISTA services to our friends, colleagues and family and will continue to do so.“

“Shamim is helpful, thorough, and reliable for filing individual tax returns. He's been great to work with for several years!“

“Sonny and his team are exceptional. They are the best accountants me and my wife have ever had, hands down.“

“I did my 2023 taxes at Ameritax Solutions, very friendly and professional staff. I recommend them.“

“I have been doing my taxes and some other procedures with them for approximately 22 years... zero problems... David, thank you... but thank you... everyone....“

“We have been remodeling homes since the mid 80's. We have long come to realize that the key ingredient to a beautiful remodel is the relationship between the contractor (us) and our clients. The same holds true for our professional relationships. For over a decade, we have benefited and prospered from the relationship we have with Mary and her amazing team. So much more than accounting services, the CAS team provides us witha dazzling array of efficient, intelligent and innovative services directly relevant to us. They continue, year after year, to exceed our expectations, anticipate our needs and keep us very well informed. They have helped us navigate some very uncertain times (covid!), and they have guided us as we have moved forward. We are so grateful for the CAS team!“

“I've been with Bogart Wealth for quite some time. A friend of a friend recommended checking out James Bogart after a national financial services firm could no longer offer me the retirement services I was seeking. James’ staff did a great job in assessing my needs and putting together a retirement plan for me that I feel very confident with.“

“Mr. Rogers was extremely helpful and knowledgeable in helping me set up my S-Corp. We discussed various options, pros and cons and we finally settled on the best option for our business.“

“I have been using Hal for 10+ years and he has been a tremendous help for both my business and personal taxes.“

“I found Jim during the COVID pandemic when I relocated to DC from Chicago. I quickly turned my Chicago 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!“

“The absolute best! Mike is as funny as he is knowledgeable. Always looks for the ways to be the most helpful. One of the few services I looked forward to returning to in person.“

“Ramin has helped me with my taxes for the past four years and I can't recommend him enough! He's extremely responsive, professional, and helpful. I don't know anyone else who answers emails quicker than Ramin.“

“We recommend RMJR Tax and Accounting to anyone who thinks their return is a bit too complicated to complete themselves. You’ll enjoy working with Rick, he’s great.“

“I've been using RMCI since 2003 as a single mother.Since then I remarried and now kids are grown.Bob has been doing a fantastic job with my taxes in every phase of my life.He is very knowledgeable and super friendly and such a joy to work with“

“I love Christy! She has been doing my taxes for about seven years now and she is great. She does our business taxes and personal taxes. She's very quick and professional and I love her little Yorky he holds things down“