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    Jacques Financial

    3.7 (10 reviews)
    Closed 9:00 am - 5:00 pm

    Services - Jacques Financial

    Audit and conflict resolution support

    Current year tax preparation and filing

    Past year(s) tax preparation and filing

    Tax planning

    Investment management

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    Recommended Reviews - Jacques Financial

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    1 year ago

    Very good customer service from a family run business who cares about their customers

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    3 years ago

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    10 years ago

    Business owner information

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    15 years ago

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    10 years ago

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    15 years ago

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    10 years ago

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    10 years ago

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    Watter CPA - Kenneth J. Watter, CPA, CFP

    Watter CPA

    (14 reviews)

    I had a 5-star experience working with Watter CPA. The staff responded quickly to emails and were…read morealways courteous and professional. Moreover, they found tax breaks that I surely would have missed had I done the taxes on my own. I recommend them highly!

    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

    Davidov and Associates, CPA - Davidoff and Associates

    Davidov and Associates, CPA

    (21 reviews)

    I've been working with Mike for a few years now, and he's always been responsive, efficient, and…read morereliable. He makes the process quick and easy, and I really appreciate how thorough he is. He even helped me resolve an issue that came up from a mistake made by a previous tax preparer, which saved me a lot of stress. Highly recommend!

    The front page of this firm's website clearly states that you can schedule a *free* consultation,…read moreclicking through the website to see what times are available. Which I did for an in-person time several days out, and got a confirmation email back. Nowhere was I required to enter detailed background information. A couple hours before the The front page of this firm's website clearly states that you can schedule a *free* consultation, clicking through the website to see what times are available. Which I did for an in-person time several days out, and got a confirmation email back. Nowhere was I required to enter detailed background information. A couple hours before the meeting, I got an email saying I could only do a 15-minute phone call. I further got a phone call about two hours before the meeting from Mike Davidow. He was abrasive on the phone, and stated their consultation fee was $400 for half an hour. He kept speaking over me and complained. All poor service. Suggest they start by improving their website and not yelling at people over the phone. Don't recommend this firm.

    The Law Offices of Eric J. Wexler, CPA

    The Law Offices of Eric J. Wexler, CPA

    (9 reviews)

    My experience with Eric Wexler was below expectations. I setup a consultation for a question…read morearound doing a Roth IRA conversions. It involved some partial rollovers into qualified plan from IRA preceding the conversion. I had done a bit of research but wanted an expert to validate the specifics of my situation. While other attorneys I've met with in the past on other topics have a free consultation to validate they are in a position to help; Eric charges $250 for the initial conversation which is an in person meeting. He doesn't offer a first 5-10 minute phone discussion to ensure he is a fit or the need. After about a week, he called to say what I was specifically trying to do wouldn't work. I requested him to send any specific reference to the law section; IRS publication; or articles as his evaluation was contrary to what I was finding myself. He said he would send me something, but never got back to me. There was some additional up and back with questions as I sent him some IRS material after he never got back to me per above. Eric is not responsive, going weeks without a reply. He emailed me on Nov 9th apologizing that he'd been on a big project, and would reply soon. It is now Dec 2nd and still not heard. My perception is that my question was not in Eric's wheelhouse, familiarity with current rulings regarding rollovers to qualified plans from an IRA of earnings, leaving the basis behind in an IRA. In the end I felt like I wasted time and $250 without clarity. To his credit, at least he never asked for more than the initial consultation fee. But regardless I still feel as though I don't have a solid answer and would he would have been better for him to simply decline to engage on the topic during the initial meeting if this wasn't the type of thing he could get to resolve quickly or he didn't have bandwidth.

    We came to Eric for a will, trust, etc. after our State Farm agent recommended him. He is very…read moregenerous with his time, charging a flat fee instead of by the hour. Eric kindly also answered a lot of estate planning questions for my dad, and furthermore recommended my dad use an attorney where he lives, instead of keeping the business for himself. He also explained why we do not, in fact need a trust. I also really like that his flat fee included him retaining a copy of our notarized will, just in case we ever have a house fire or the like.

    Jacques Financial - taxservices - Updated June 2026

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