Amir was patient and helped us navigate through the insurance plans. I will use him again.read more

Really surprised with the prompt response of Amir We decided…read moreto go with him after offering us a decent policy with a lot of benefits,most important reason for me was the fact that he came with price and not with estimate!

My 2025 taxes were genuinely complicated -- federal and Maryland state -- and I knew I was out of…read moremy depth trying to handle them on my own. George Dimov Tax Services made the whole process painless. Everything was done remotely: documents exchanged through a secure folder, no office visits required. My return was ready for review within a week, and both filings were e-filed and confirmed accepted shortly after. Communication was clear and responsive throughout. I felt the price was completely fair given the complexity. Five stars without hesitation.

This was one of the most disappointing professional service experiences I've had…read more The filing process was delayed with little to no proactive communication. I constantly had to follow up for updates, and even then, progress remained unclear. Although the firm markets itself under Dimov, my return was handled by someone else entirely, with no clear ownership or accountability. More concerning, I was asked to pay based on incomplete, placeholder estimates before critical items like CA Form 592-B credits and depreciation were finalized. On top of that, I was required to sign a liability waiver before they would even proceed--essentially shifting all risk to the client. For a paid tax service, this level of disorganization, lack of transparency, and risk transfer is unacceptable. I would not recommend this firm.

Great Service! Most of the people who comment on these sites are going to be negative regardless of…read moretheir experience. Signal's customer service was very good during my last few interactions especially at City Center Branch. The only time it took longer than usual for them to complete my request was because it was very complicated and required more time to complete. They were very thorough and took great care in their work.

I was very disappointed in this service. Paid over 1K for a fee-for-service financial advising that…read moreI requested should also include assistance with budgeting. One year out I never actually received any type of paperwork with a financial plan. Yes, he did return emails and was willing to make many appointments to speak via zoom, but in those conversations he gave very generic advice about diversification and investing in retirement, etc etc -- the type of advice you could read off any generic website with absolutely no insight into my actual situation despite my giving him access to all of my financial information. The only specific advice I ever got was to move my retirement account under his management where he charged 1.4%. Very dissapointing.

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

I rolled over an old IRA with Tim at CIC. He handled all the details flawlessly with my former…read moreemployer and the old investment managers. He and I sat down and he patiently listened to my frustrations. We then devised an investment strategy. I like CIC's hands on approach. They send out hand written thank you notes and Tim is always upbeat and available. I am confident I am in good hands with CIC.

I worked with Mike, and was not impressed. I had all of my files in order and he entered an amount…read moretwice in the wrong place. Why the rush when you are not checking your figures. An amended return was sent late and now I'm getting interest charge from the State. Too much money paid for a simple mistake .

I used the firm for 2022, and 2023 tax returns. In 2022…read moretax, Sonny didn't treat my wife's 401k contribution as tax deducible, caused we paid $20000 more taxes (Fed, and State). In 2023 tax, he failed to put my wife's group prepaid state tax as credit, we paid $91000 more tax. I found the problems, informed him, asked him to do amend tax returns, he refused to do so. I hired an accountant to do the amend tax returns for the refund. He confirmed that Sonny missed both above.

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.

I'm a realtor and I deal with a lot of title companies and Lakeside is hardest one I've ever had to…read morework with. Most title companies try to find a way to accomplish their clients' needs. This one does the opposite and some of the management (not all) are down right mean as hell! As real estate agents, we sometimes put money into properties and get reimbursed at the closing table and can add our expenses to the ALTA. I've done this with over a dozen other title agencies. But Lakeside does not allow reimbursements from the ALTA and sends all the proceeds to the seller (or buyer) and asks them to divvy it up post closing. I get it..it's their prerogative on whether they should have to do extra work or not by adding things to the ALTA, but I just feel like they should make it known in advance. I will say that my processor was great. But please stop hiring mean people in management!

I had to register three complex title changes. Mr. Malakoff knew exactly what and how to do. He…read morewas extremely efficient and professional.

Excellent company to work with. I recently retired and had a…read morecomplementary consultation with Abe. Was greeted with the nicest staff and they made me feel like a priority one. During the time I was researching and deciding whether I was going to invest with them (or rather have them invest my retirement funds) I asked a lot of questions and they never made me feel like it was anything I should've known. I did some research and they have an A+ rating with the BBB and come highly recommended in all business sources like the Chamber of Commerce Every step of the way they have made me feel like a valued client, answered emails in a timely and respectful manner. As I was still working for my first couple of appointments they were very flexible in scheduling. I already have my next steps scheduled

I've never used their service, and wanted to get some insight from reviews and found a 1 star…read morereview from Arthur A. here because he doesn't like their commercials?! What an a-hole. As a business owner, I know what it's like to deal with idiots like Arthur A. I am trying to balance things out for others who are researching like me, and pay it forward because of losers like Arthur A. He actually sounds like an angry competitor. The fact is, if you look around, you'll see great reviews for them on Google & FB. I often hear their radio show Sunday mornings on WMAL, and I do like what they have to say. I've decided I am going to give them a shot, and I'll follow up here with an honest review of their services.