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).

Professional and thorough, helped us with multiple tax issues, much recommended. Continue to be a…read morerepeat customer.

Thanks, My parents decided to try a tax preparer and went with Jan Sterling and Associates. I…read moretook them to the meeting and WOW I cannot say enough about how patient and kind Jan and his staff were from beginning to end. They had several questions and needed several meetings, every time they were pleasant on the phone in setting the meetings, many times it was getting in the SAME day. We shopped around and the prices were good as well. I would highly recommend Jan Sterling especially to older folks as he is very clear, patient and doesn't rush you. Again Thanks

Wonderful customer service, timely communication, and very helpful staff! Would highly recommend to…read moreanyone looking for top quality tax services and will definitely use again!

If you need an accountant for any reason WTS Financial is it. They have been preparing my taxes…read morefor several years now I have not been disappointed. The process has always been seamless and now with the new automated service they put in place has made filing my taxes easier. I am glad my daughter pointed me in their direction.

Shaw Tax Solution is the real deal. From preparing taxes to repairing credit, Lynnette Shaw has…read morethe knowledge and can do attitude to get it done. I highly recommend Shaw Tax Solution.

When my husband and I decided to start an LLC, Alex was; and continues to be, an integral part of…read morethe process. Every question we have is met with a clear, concise answer, and we have always felt safe on this financial journey with his knowledge and guidance. We are very grateful we decided to team with Alex for our business and personal tax needs.

I found Alex via Yelp. My husband and I were moving to Baltimore and initially just contacted Alex…read moreto get a better understanding of the change in the tax law related to $10k cap. We we're unsure if we should try to forward pay our 2018 property tax. Alex was very nice and provided us w adice. He also took the time to helped me get a better sense of the homestead credit and how it works. This was all before we even decided to have him assist us w our taxes. When we met him, he explained everything that he would need from us and approximate timeline for when we need to send him our information to ensure we file our taxes on time. He was always available and responded in a timely manner to all our questions via email or phone call. We appreciated how he walked through our return w us and is available to answer any questions we had. We highly recommend him.

Kim is prompt kind and very easy to work with. Would highly recommend. She works with you to get…read moreyour taxes completed and makes it very convenient for you the consumer!!!

Kim is so nice and very professional! She went above and Beyond with my taxes and helped to answer…read moreall questions that I had and was very thorough at explaining things to me. You can't beat her prices and she's great to work with!

Helen has been doing my taxes for the past 3 years. She is truly a God-sent. She is a busy lady,…read morehowever, she always seems to get my taxes back to me in record time and is always willing to work around my schedule. She delivers A+ service every time.

Helen was very professional during our phone consultation. She gave me honest and thoughtful…read morefeedback that I much appreciated.

Been trying to get a copy of my tax returns for weeks and I am still waiting for them.read more

I scheduled an appointment at this company in order to get tax advice concerning draw-down of…read moreretirement money over the next 30 years. I'd been working with a Vanguard advisor since 2013, but they do recommend you also check with a CPA to determine how to best plan for tax efficiency year after year. I went to the appointment, was kept waiting a bit (no big deal) and once I was in the office this person (Tatyana) looked at my paperwork and started in on me with a very hard sell to get out of the market and let her manage my retirement. I said, "I just want some advice on managing my tax exposure on an annual basis". She said, "I have all of my clients out of the market" she showed me a chart of market trends since 1928 forward..."the market has risen ***% since blah blah blah. How long do you think that will go on????" You are not safe in the market, now. (Well, I've been through the 1999 crash, and fortunately was smart enough to balance my investments before the 2008 "great recession") Tatiyana's pronouncements are scare tactics to doubt what you know and your own investing knowledge and skills. She was not pleasant and was extremely arrogant. She told me to think about it, and come back in a week. I did not go back. Don't go unless you are a lamb wanting to be sheared/fleeced.