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

These guys are great. We used them for years before our consultant retired. At that point we bought…read morea business and since we had to switch to a new accountant we figured we would just use the firm who did the accounting and taxes for the prior owner. In hindsight, that was a big mistake. After just one year we switched back to Tax-Masters and could not be happier with the quality of their services.

I have been coming to Tax Masters for three years, and I couldn't be happier with my experience…read moreevery year. I purchased my first home a couple years ago and needless to say I was very stressed and not sure what to expect come tax time. I was introduced to Preston when I arrived and informed that he would be doing my taxes for me. Preston was so laid back that we spent the first hour and a half just shooting the breeze. When it came time to crunch the numbers this is really where tax masters shined. He knew every little detail to taxes like the back of his hand and was able to rattle off my taxes in less then thirty minuets. He was able to explain my return for me to so well I didn't even have a question I ask him. Upon leaving I'm provided with my printed return bound and on cd. After a couple years of being a client of tax masters now their excellent tax software allows them to quickly populate my taxi forms for the current year saving a great deal of time. There's no other tax place I recommend to my family or friends then Tax Masters.

I have been using Burman for our personal and business taxes for many years and he does a fantastic…read morejob. Burman provides excellent customer service, quick response times and answers my questions in a manner I can understand (as I am not a tax professional). I highly recommend using Berger & Associates. You will not be disappointed!

Wes is great. Super quick and painless. Very responsive and a pleasure to work with. I expected the…read moreservice to cost way more than it did. He was only slightly more than turbo tax. Two thumbs up, will use his services again next year.

I first reached out to Wes for tax help when I got married in 2016. I have never had a regular tax…read moreaccountant before, but he met me at Caribou Coffee and put me immediately at ease with his warm manner. My taxes were done in a short time, and accurately as far as I know. One year he got us a $4,000 refund. It is my hope that his business flourishes, as he strikes me as very deserving of success.

Ayo prepared our taxes for 2018. He is responsive and patient and answered all of our questions…read more... because taxes are confusing! We have complicated returns (W2s, 1099s, and many freelance gigs) and he made the process incredibly easy, especially so because we are based in NYC and he is in Maryland. In addition, we are buying an apartment and needed letters from our tax preparer quickly. After requesting them, I had them in 20 minutes from Ayo (and at an after-hours time). That is how on top of it he is and how much he cares about his clients.

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.

I used them for 2 years and I am happy I changed companies. They were good the first year and then…read moremade a series of small but important mistakes in the 2nd year. Then if I wanted to use them in the 3rd year they wanted to increase the price of the return by $250 and would leave me with the team that I was dissatisfied with. It took a long time for me to upload each document and then catalog it, and they still made careless mistakes. Plus they took a long time to upload the preparer notes so I could transfer to another firm. Overall it was a less than satisfactory experience.

Cunningham Financial and Accounting Services has gone above and beyond what I expect in an…read moreaccountant on more than one occasion for me. You really feel the benefits of working with a small company which cares about its clients. Responsive, reliable, personable and knowledgeable. I would definitely recommend them and will use them again!

Ms. Harrell has been doing my taxes for several years, and she is great. She is efficient,…read morethorough, friendly, easy to work with, and her rates are fair and worth the work. Our taxes are also complicated as we have a medically fragile child, but she's never had a problem. I have already recommended her to several of my good friends. I also love supporting a woman-owned, black-owned, local business. Switch to Ms. Harrell; you won't be sorry!