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    Trusty Ledger Bookkeeping

    5.0 (1 review)
    Closed 9:00 am - 7:00 pm

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    1 year ago

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    Watter CPA

    Watter CPA

    4.4
    (14 reviews)

    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

    Furever Bookkeeping

    Furever Bookkeeping

    4.4
    (7 reviews)

    I am a small business owner and was shocked and surprised when I called and…read moreexplained my situation to "the owner". Kelly. before completing my synopsis she immediately said that the services I was needing "Quick Books back work" was something she was not interested in doing. I had explained that my wife and Ingot too busy to keep up and my had full time job. and could no longer assist. Rather than inquiring if I would be interested in her taking over moving forward she became very short, rude, and unpleasant and simply said what you want does not fit my business model. This call was early on a Tuesday morning and the stress projected from her voice, dismissive demeanor and juxtaposition of her other reviews left me speechless. Arrogance, burnout or bad day? If you are attracted to the nice website do yourself a big favor and email "dont call".

    I had an accounting for an estate filing that I had to get to the Fairfax County Commissioner of…read moreAccounts in 2 days and put out an Ad on Craigslist to see if I could find someone that was convenient to me. I had an overwhelming response but when I spoke to Kendra and reviewed her credentials she seemed a perfect fit so I made an appointment to meet with her for her next available business day. She sat me down in her office and we reviewed the requirements to be input into Quickbooks 2012 and this went very smoothly. She was able to tell me with certainty how much effort would be required and even accommodated my urgent needs by working into the night and rescheduling her other recurring duties! I came back the next afternoon and it was 99% done with only a few conflicts that she presented me with. We worked out the final details and updated the company file and I was on my way. After taking her work to my accountant for review and to transfer the summary figures into the filing form there were almost no issues with her expedited work. Today I filed the form and the summary data for review and with only enough time before my deadline. Granted this was my first experience using a bookkeeping service I was very impressed by her professionalism and enthusiasm and would recommend her for anyone's Estate accounting needs. Above all, in this case, her efficiency, communication, and understanding of the requirements are what pulled me through this ordeal. I plan on working with her for the second accounting which is due in January.

    Trusty Ledger Bookkeeping - bookkeepers - Updated June 2026

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