My husband and I met Ed Skelly several years ago; he was recommended by our CPA. We couldn't be…read morehappier with the results. It's taken a couple of years of his managing our money, but at our last meeting, he showed us that everything is invested safely and that we will not outlive our resources. His money management has drastically reduced our taxes (and by drastic, I mean we got a five-figure tax refund this year, even though we earned the same amount as last year). Don't let the Ashburn address scare you off -- Ed will come to your house. He's a very nice person, and interesting, as well. Last year he climbed K2!

I've been working with Mr. Aris Hart for two years and he has done a terrific job. He is very…read moreresponsive to all my questions and has helped answer my real estate tax issues that I have. Would highly recommend working with him!

For background, I own properties and an S-corp…read more I am extremely satisfied with Aris Hart at Safeguard Law PLLC.He is responsive, attentive to detail, proactive about telling you what you can do to improve your business and generally always on top of things. What I've been looking for, and I've found through Aris, is a "set it and forget" kind of relationship. I can send him a tax notice and he knows what to do with it. After coming from a disastrous accountant who screwed up my taxes and then ghosted me when I asked for help with fixing them, I was desperate for something better. Aris has been a godsend. I'm so glad I found him! He has been the opposite of what I experienced elsewhere -dependable, reliable, attentive, and a clear communicator. I could not recommend him more, and have already referred him to many friends. If you smooth out the most stressful part of business ownership, hire Aris!

It has been so helpful to work with Kevin these past couple of months! When my husband and…read more I were initially searching for some support with our finances, we were looking for someone who could meet us at our level and explain financial topics in ways we could understand ( HSAs, Roth IRAs, Traditional IRAs, HYSAs, etc.) We were looking for someone who help us understand our current financial picture and whether we were saving enough to be able to retire at our desired age, be able to enjoy our current hobbies of traveling, and pay for medical expenses we will have. As a woman who got married later and came to my marriage with assets, I wanted to make sure I was making smart financial decisions with regards to my investments, savings, and spending habits as I know I will take home less money than my husband. We found that in Kevin and are so grateful for his knowledge and guidance. Kevin has helped me understand my financial portfolio and adjust my investment choices to match my financial goals. He has a unique approach to providing guidance with regards to finances which involves front loading the work together with weekly meetings the first month followed by check-ins and continued financial information through articles on various financial topics. We highly recommend working with Kevin if you are looking for solid guidance around your finances.

Kevin has been such an incredible asset in my life. I knew that I was not confident in how to…read morehandle money and the stressors of bills and student loans after graduating and starting my first full time job. I also didn't know if I was being too hasty in pursuing a financial advisor when I was just starting out; was the investment in a financial planner worth it considering I had little assets, a moderate paycheck, and student loan debt? Since I was rather anxious in not wanting to make mistakes that could impact the rest of my financial life, I decided to look into Kevin. His website drew me in with his focus on millennials and the unique financial challenges we face. He seemed real and truthful which is what I was looking for above all else. Someone to give me real, concrete advice, and not take advantage of me considering my limited understanding in "adult" finances. After my first free consultation I knew I was in good hands and that his website accurately reflected his values. Although it was a financial investment to get a financial planner, Kevin has helped me set up a future that is beyond worth the money I spent/spend. We continue to have check-ins as my financial situation changes and he never holds judgement when I need a concept explained or broken down considering money has a lot of jargon. I now feel confident in my plans for paying off my student debt, investing in my future, and living a normal life all at the same time. I recommend him to all my friends and coworkers when conversations turn to finances as we all navigate this often challenging money world.

Shamim Iqbal has completed my taxes for the past couple of years. I found Shamim through Angies…read moreList-he had good reviews. As a military retiree, I wanted someone who understood processing out of state rental properties. He did a good job so I referred him to 2 other veterans and an active duty soldier stationed overseas. I really like that Shamim works out of Falls Church and Springfield and can accommodate weekend appointments!

Terrific service from Shamim! He was very knowledgeable, professional and thorough and was quick in…read morecompleting my tax return. He asked good questions to ensure he understood my situation in order to get me the best tax result. I am a return customer & had a great experience both times. I highly recommend Shamim at HBC Tax & Accounting!

ClienTax may have a fancy website, but the owner, Sarmad, is disorganized and very rude. My husband…read moreand I used his services starting back in 2018. To be fair, he was professional initially and would respond to our questions more promptly. However all of the sudden he started being very short and extremely rude if we asked a question about something relating to our taxes especially when we entrusted him with our personal taxes as well as and business' payroll and taxes. Sarmad messed up the Business' taxes one year so badly we are still getting letters from the IRS, and to date we've had to pay a lot of money to the IRS. Just a week ago my husband mailed the IRS a check because he didn't file the taxes correctly. We've moved to a different CPA. I DO NOT recommend him at all. He is rude, arrogant and he does NOT want to be questioned even when you have every right to. He doesn't do well when held accountable. He is just very unreliable!

I've been going to Sarmad to get my taxes done for three years now. He's always professional, kind,…read moreefficient, and responsive to email. He helped me with a complicated situation where I accidentally paid the wrong state taxes because I had forgotten to change my address at work. I appreciated his calmness and persistence in communicating with the VA tax department to solve the problem.

I've been a customer of this office for more than 45 years -- houses, cars, apartments,…read morecondominiums, etc. -- and their service has always been fast and accurate, and the staff have always been friendly and cooperative and informative. On the rare occasion when we had to file a claim, the payment was always received promptly and with few complications. I recommend them without hesitation.

The team is always available to answer questions. It is such a pleasure to speak to a real person…read morewho is friendly and kind and not an automated system, especially when you are a senior. We appreciate the time they take to explain and give us answers that put us at ease.

This is a niche company that is rated A+ by the Better Business Bureau. They offer a line of credit…read morefor individuals considering buying a franchise or investing in commercial real estate. The actual financing is offered through SIPC/FINRA public firm UBS or one of several other top-tier financial institutions with which A.B. Nicholas has partnered for its LeverageLine custom credit line that includes many features specifically designed for their target markets. A.B. Nicholas specializes in this form of financing and has several unique vehicles for different types of securities products. It it cannot accept restricted securities or securities that are part of IRAs, but all other types are usually accepted. Personalized, very friendly and very concerned about the satisfaction of every client I highly recommend A.B. Nicholas.

We were looking for a specialist firm in securities-based credit lines and loan that 1) worked…read moreexclusively with top-tier firms and had established, strong relationships with the right people throughout and 2) Clearly had superior terms and rates for their services. We found that in A. B. Nicholas & Co. No firm came close to them for a combination of personalized attention, best rates, best loan-to-value, and know-how. These guys understand the industry from all ends and have seen both the good and the bad practices out there and can make sure your portfolio gets the best terms in the market. We needed a business expansion loan for our overseas development company and we were able to get the financing we wanted with a top-tier firm where our assets are never sold but remain in a secure SIPC-insured account even as we tap and refill our line at a ridiculous rate of under 2%. HIghly recommended also for speed. Our financing took five days and every element was very professional.

I hired Tom to take a look at my finances and see if there was anything I was missing, any…read moreadvantageous financial vehicles I was missing out on or any way that my asset allocation could be improved. Tom did a great job identifying exactly the things that I needed but had overlooked, such as disability insurance and a Roth IRA account. He put together a complete overview of my financial situation with his advice in a very useful and easy-to-use package in a very timely fashion. I think just about anyone would be well-served to have an expert who deals in finance all day long take a look at their circumstances and make sure they are doing everything they can to maximize their wealth. I know Tom's advice helped me.