I couldn't write enough good things about Chesapeake Financial Planning. I have been using them for…read moreover 15 years at least. My parents, uncle and aunt, cousins and brother uses them as well. They have moved from College Parkway to their new location which is much easier to access from RT 50 near the "Red Hot and Blue". I also love the Highs gas station nearby, but that's another story. :) They are great for quick and easy tax preparation, financial consulting, IRAs, 401K rollovers, etc... I can handle doctors, dentists, needles and even surgery, but financial advisors give me the willies. However, CFP and especially Julie, made me feel so much better and I finally feel as if I'm in control. It's really worth making an appointment and just get in there and talk to them! I can sleep better tonight knowing they are helping.

From the owner: Chesapeake Financial Planning & Tax Services is a financial and investment* advisory firm located…read morein Annapolis, Maryland. Chesapeake Financial Planning recognizes this and provides our clients personalized financial services by helping them to reach their goals and objectives through personal financial planning and prudent use of stocks, bonds, partnerships, fixed annuities and insurance services (life, health, long term care, disability).

This is a great firm; they are professional, kind, knowledgeable, and so helpful. Our taxes are…read morecomplicated; I'm confident in their staff when handling our personal and business taxes.

From the owner: The firm's goal is to provide professional accounting, tax and management services to clients. As…read morea full service CPA firm, we focus on the quality of work to give our clients value and peace of mind. Our firm specializes in providing personal service to best suit your needs.

They DO NOT help or support veterans. Their prices for auto are bery high. Tbey get ALL tou…read moreinformation before they give you a quote. I am in Florida abd insurance is high but they are the highest. Where is their VETERANS DISCOUNT? I THINK THEY ARE SCAMMING THE VETS. THEY ONLY HAVE ONE STAR ON ALL REVIEW SITES.

We have had this company unfortunately since 2006, for our auto and homeowners. We have had 3…read moreclaims all of which we had to fight them for and threaten to involve our lawyer. We have been in our current house for 3 years and have just had to make a claim for water damage and electrical damage all of which the restoration company they sent out supported and had to fight for our claim as well. You aren't able to get ahold of the adjusters and they are shady on what specific work to be done. Shame on this company for falsely claiming to support military families, we have never been supported by this ratchet insurance. Only given push back every time.

Extremely professional and thorough CPA. Have only good things to say about Andrew. Would recommend.read more

From the owner: Established in 01read more

I didn't have time to research a tax law so I engaged this firm. I was told a special form was…read moreneeded to be filled out in a non standard way and they would do it for $1500. They then called and said they used up the $1500 and would need $1500 more. At that point I researched the law myself- took no more than 1/2 hour in google searches and determined they had given me incorrect advice and I didn't need to complete the form. Upon calling them back, they said yes of course I didn't need to submit the form. But they had already spent $1500 in what seemed to me trying to find ways to charge me more. Seems unethical to me.

Unfortunately this firm mixed my bank account with another client, this having me receive two…read morerefunds. Instead of righting the wrong, I was asked to write a personal check to the client rather than having the firm account for their error. The first problem is that my data was given in error to another client. The second problem is that I was asked to write a personal check to their client. No ownership was taken for the mistake. I instead had the errant monies refunded to the IRS, which is the proper channel. Certainly more tedious for the other client, but the right thing to do. This firm's suggestion of me writing a personal check put me in potential auditing by IRS for "double dipping" if you will, as it would show me having two refunds in the same year. I have made my complaint to the board of accounting for the state of Maryland. I would suggest treading lightly given the lack of discretion and ethics used by this firm. I have moved on to a much more sound practice.

I would not recommend this location to anyone. The tax associate my husband and I were working with…read morewas not only slow, but ended up seriously screwing up our return (so much so that another staff member needed to fix it and half of the return was delayed). The only positive thing I experienced was that they were able to go back 2 years and found a significant amount of money that was owed to us. From here on out, I am sticking to TurboTax.

I've gone here for 2 years now and I have a complicated tax return. Both times they have been able…read moreto help me out and make sure I get money back. They are professional and helpful. I will say I think it's a little expensive which is why they don't get a five star rating, but in my opinion it was money well spent.

Always a great experience! I have been filing my taxes with Borges for the last 4 years and have…read moreconsistently had a great experience. They are super knowledgeable and helpful when answering questions. Looking forward to using them for many years to come!

Surprised about the reviews which paint a completely opposite view to f my experience. I called…read moreseveral days ago - when the opened and was told that the primary contact would be in touch with me by end of day - that was a lie. I did not receive a message back until shortly before 9 pm on Friday. When I called back, I heard automated message saying they are all out on vacation for next couple weeks. It's hard- no - it's impossible to get any kind of decent service from "un"professional tax (experts?) around here. I'm taking my business to Virginia where my friends get good service. I don't trust the reviews here as they don't correspond at all to my experience with borges. Horrible lack of service and availability.

s/w Sabrina. They charge $250 just to speak with a tax consultant who will tell you how to file a…read more1099 yourself, but then another $750 to file the taxes, but apply the $250 for the first year. Other firms I have spoken with will at least give a free initial consultation.

I've been using Qualitax for years. They've supported my tax preparation and filing when we lived…read morein Annapolis and through several moves back and forth across the country. Their secure document upload process allows me to safely transmit sensitive information. Val and her team are prompt, courteous and thorough. Communications and info throughout the year are thoughtful and helpful in tax planning across 12 months, not just in April! I have seen the business grow and even through growth, the company retains high level of customer satisfaction and quality (it's in the name)!