Very fair and reasonable pricing. Honestly practice. They take their time w every clientread more

Juda and his team was a definite life saver. Once I arrived to his office and saw his…read moreprofessionalism and sincere intent to help me and my husband I knew we wanted to hire him right away. Juda and team were very responsive, helpful and professional the entire time. Not only did Juda save us THOUSANDS of dollars, he was very knowledgeable and familiar with the IRS in which saved cut more penalties off of our balance and taught us how to move forward with not letting this ever happen again. I definitely recommend Juda Gabaie Tax Law for all IRS related audits. He is awesome.

Victor L was pleasant and helpful. Services requested are his specialty and he was very clear in…read morehis answers. Cost of using this firm is competitive with other local firms

I cannot recommend. My initial appointment for a will/AMD/POA was in May 2023. My recollection is…read morethe attorney said the documents would be ready in July. I contacted the attorney in late September about the status of the documents. Received an apology and a "I am conducting a final review of your draft documents and will have copies of the drafts for your review today." Wow, what a coincidence. I did get them shortly thereafter, along with the bill for the balance of the payment. They did not waste any time generating that! The thing is, the documents were obviously generated by a wills program and there should not have been such a long delay. Moreover, the documents were not complicated. If you are military/retired/entitled to JAG services, go to your JAG office, it will take less time, cost you nothing, and you get the same documents. Due to a recent sizable inheritance, I will need to do a special needs trust and other instruments in the near future but I will be finding a more responsive attorney/firm to handle them.

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).

Beth B. Was very good and on top of the process. She definitely knows and understands estate…read moreadministration and showed she cares about the client Recommend her to those needing this service Pricing at this firm is higher than other local firms

Like many other reviewers have commented, they are not helpful at all to heirs executing a…read morerelative's trust. Even if you are a named co-trustee, they will not provide any trust documentation without a court appointed document stating they must. I have never heard of a law firm that refuses to acknowledge a co-trustee's right and fiduciary obligation to carry out the trust. I would give zero stars if I could.

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.

We have worked with them for 15+ years. Always efficient, helpful and quick to respond to…read morequestions. We initially started working with them for our business tax preparation but now also use them for our personal taxes. I've worked with other firms in the area and I would recommend Kupstas and Kupstas very highly.

The best accounting firm I have worked with (personal and business taxes). I have used them for…read moreover 20 years. Always on time. Always take time to answer questions. Always right. What else can you ask for?

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.