Tax Preparations in Mclean

“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.“

“Anytime whenever I had questions, Sina was always available, even when during busy tax season. Services provided were fast and all questions what I had was understood correctly and answered. Sina has deep knowledge of tax laws and makes someone like me more comfortable in talking through and working with him. Thank you!“

“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.“