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    Stuart Financial Group

    1.0 (1 review)

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    Services - Stuart Financial Group

    Life insurance

    Estate planning

    Inheritance planning

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    2 years ago

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    H&R Block

    H&R Block

    (9 reviews)

    I had a terrible experience working with Marguerite "Margot" Ziperman. Basic details like my…read morebirthdate and business name were wrong and not corrected despite multiple requests--it only got fixed after I escalated it to someone else! The actual tax prep felt sloppy and rushed. I was told we'd compare standard vs. itemized deductions, but that didn't happen until I pushed for Margot to do it as she had promised! I also had to follow up to make sure obvious deductions (like my cell phone expenses) were even included--after I had already provided the documentation! They were NOT initially included. Like wtf??? Communication was dismissive and transactional. Getting clear answers or a simple phone call took way more effort than it should have. A supervisor, Erin, called me and acknowledged Margot's mistakes--but the call was a complete waste of time. No fee reduction, just empty apologies and an offer of "pizza" if I find myself in the area. Completely tone-deaf and unprofessional. Lastly, Margot forgot to add the discount I received for my fees, and I had to tell her to add the discount! Complete lack of attention to detail. Overall, this was disorganized, frustrating, and not the level of service you should expect when you're paying for tax preparation. I will not be returning.

    I've been using H&R block annually for the last six years, and this visit won't stop us. However,…read morewe won't touch this particular branch again. Our appointment started late (~15 minutes); no big deal, but it was the smallest issue we had there. The tax-pro was incredibly meek, and we explained we had all of our documents ready to go (.pdf) and ready to be sent via email as we'd done the years prior. She asked us if we had the app; we do! Unfortunately it's a pain to download documents from email to a phone, then find the docs to send them through an app. We asked if the they had an email; they did! Awesome! So; they point to an email on the screen in small font, and tell us to email it there (it wasn't their name, or anyone's name we knew). I asked once or twice how to spell the name on the email since they could see the text better. After my wife and I sent our documents to the email, the tax-pro said "ok, so this is you right?" and pointed to the email. We just sent our documents to a random prior client! THEN they told us in a very quiet to just come back with them in person, while staring at the ground. An absolute waste of half an hour, and now I have to hope a random client doesn't do something with the data we sent them. No apology, no acknowledgement; just boredom and apathy

    DMV Tax Resolution - Beware of Tax Debt Lurking int the Shadows Waiting to Pounce!

    DMV Tax Resolution

    (1 review)

    Excellent service. I highly recommend. Very professional and responsive..They are very quick and…read moreevery is handled thru the portal.

    From the owner: DMV Tax Resolution, we represent individuals and businesses throughout the DC, Maryland, and…read moreVirginia area in serious tax disputes—whether you're facing an audit, a lien, or a potential criminal investigation. What We Do IRS & state audits (income, payroll, sales tax) Tax debt resolution: offers in compromise, payment plans Audit appeals & penalty abatement Tax liens, levies, and garnishments Innocent spouse and injured spouse relief Criminal Tax Defense IRS Criminal Investigation (CID) representation Tax fraud, evasion & false filing defense Unfiled returns or fraudulent returns Grand jury subpoenas and target letters Federal criminal investigation response Why DMV Tax Resolution? Attorney-CPA with 20+ years of experience Advanced tax law degree (LL.M. in Taxation) Personally handles every case—no outsourcing Local to the DMV—deep knowledge of federal and state tax systems Proven results with IRS, MD, DC, and VA tax authorities What Makes Us Different? Most tax firms rely on high-volume, call center-style service. We don’t. At DMV Tax Resolution, you'll work directly with an experienced tax attorney who understands both the complexity of the tax code and the seriousness of your situation. Whether your issue is civil or criminal, we act fast—and we act smart. Serving: Washington, DC Maryland Northern Virginia Virtual and in-person consultations available. Discreet. No pressure. No judgment.

    Stuart Financial Group - insurance - Updated August 2026

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