1. Affluent Financial Services

    1. Affluent Financial Services

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    Gaithersburg, MD

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    Affluent Financial Services

    3.0 (2 reviews)
    Closed 9:00 am - 7:00 pm

    Services - Affluent Financial Services

    Tax planning

    Audit and conflict resolution support

    Current year tax preparation and filing

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    Recommended Reviews - Affluent Financial Services

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    5 years ago

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    9 years ago

    Awful communication. Very unprofessional. Multi virtual locations like bandits on the run. Fake pictures. Stay away.

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    My company, 270net Technologies, has been using Davis & Associates to help us with our small…read morebusiness accounting and corporate taxes since we started the company over 10 years ago. I could not more highly recommend a company. Everything Davis & Associates has done for us over the years is of the highest quality (which is why we use them year after year). They are knowledgeable, thorough and always responsive, even during the busy tax season. As our company has grown, Davis & Associates helped us transition to more sophisticated accounting methods and helped us implement practical, right-sized solutions. They also facilitated our migration to QuickBooks, evaluating both local and hosted QuickBooks, and the transition could not have been smoother. If you're a small business or individual looking for help with accounting, income taxes, or just tax consulting, look no further.

    From the owner: Davis & Associates, P.A. utilizes a unique blend of experience and expertise to provide…read moreprofessional services matched appropriately to the specific needs of each client. Attention to detail and a clear focus on solutions, not problems, set us apart. Recognizing the vast array of financial products and services from which to choose from in the market, we establish custom engagements with defined results and target dates that conform to task or project budgets. Our goal is to to deliver timely, accurate, and value-added professional services that support the needs of our clients. We specialize in Tax Preparation and Planning, Financial Reporting and Accounting, Outsourced Finance and Accounting and Consulting Services Contact us today for your Tax Consulting, Accounting, Small Business Accounting, Income Taxes, and Hosted Quickbooks needs. We serve all of Montgomery County MD, Rockville MD, Gaithersburg MD, Germantown MD, Bethesda MD and many more locations worldwide!

    Watter CPA

    Watter CPA

    4.4
    (14 reviews)

    I have been a client of this practice for several years. Everything had gone smoothly until this…read moreyear. I sent in all of my paperwork by March 19th, just after their deadline to have taxes submitted by April 15. No problem, they filed an extension for me. I followed up in April, and again in July to check on status... and received no reply. I called later in July, to see if I could speak with Alice (our accountant at the firm) directly. I tried a few times to reach her and on August 27 received an email informing me that Alice was no longer with the firm but that Ami would be handling our taxes. There was no other notice - not a note from Alice letting us know she was leaving, nor any sort of apology for the long lapse in communication. Ami then did our taxes and sent a link to review them. The numbers looked good, but she messed up the names on the return. I reached out to have her fix them. Silence. After multiple attempts, I finally got someone who was able to fix the names. I went to review the return and the refund amounts were now different by several thousand dollars. I politely inquired and was told this is due to a 529 plan distribution which they had somehow forgotten to include when they did the taxes earlier. They didn't have any receipts for offsetting expenses, so assumed there were none, and didn't bother to ask. It took a few tries to get that fixed, but they did. They then tried to submit my taxes electronically, but they input the wrong PIN numbers. The correct PINs were in the initial correspondence that I had sent them that included all of my relevant tax information. They were called out in a separate paragraph of my cover letter to the accountant. I re-provided the PINs over the phone and the IRS accepted the files, so I'm now hoping that it's all good. I am not a happy customer. I pay an accountant to do my taxes because they're supposed to keep things straight. In fact, the normal process to institute an internal controls program in any business is to hire accountants to make sure that things are properly - what's the word? oh... yeah... - accounted for. This firm couldn't communicate what was happening with their internal processes, and then made careless mistakes and oversights, and couldn't communicate with me about my taxes. And for the record - we had a mess of deductions, and the amount of the refund was sufficient that each month our tax filing was delayed cost us roughly $300 in interest. I've not seen any offer of recompense. I'm definitely not trusting this firm with my accounting going forward.

    We have used Watter CPA for our tax preparation for a number of years, and we are very happy to…read morecontinue with them! The CPA practice has transitioned from a small number of people working in the Rockville office to an expanded practice under the umbrella of George Dimov, located in New York City. Throughout the transition, when we have had a question or concern, someone has always responded in a timely and positive way. Some of our investment statements are always delivered late in the first quarter. Usually, Watter CPA has been able to upload all our data except those pieces, so that they could be entered quickly, allowing us to file by April 15. When that last investment data is delivered to us too late, Watter CPA smoothly files an extension for us. The Rockville staff is courteous and efficient. Courtland (in the front office) knows us as returned clients and we are totally comfortable trusting her to follow through with any and every communication. This year was the first time that Mitchell prepared our taxes and it was clear that he understood our rather complicated income tax profile, expertly applying every credit we could have and taking the time to clearly explain the answers to every question. We are very happy to recommend Watter CPA/George Dimov Tax Service, and we look forward to continuing with them in future years. Larry & Nita Vorisek

    Affluent Financial Services - financialadvising - Updated July 2026

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