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Mendelson & Mendelson

12505 Park Potomac Ave #250
Potomac, MD 20854 301-656-0001

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They have always answered our questions promptly and helped with tax planning.... - Nov 27, 2023

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David Affeldt

10404 Joiners Ln
Potomac, MD 20854 301-251-0239

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David Affeldt has been my tax preparer for over 20 years. He is extremely... - Sep 18, 2021

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Lawrence Gould

10248 Democracy Ln
Potomac, MD 20854 301-469-6074

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Does a good job but exorbitant prices. - Jan 19, 2019

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Abel & Associates

12013 Coldstream Dr
Potomac, MD 20854 301-983-1025

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We have been clients of Abel Associates for close to 10 years now.They have... - Jun 03, 2023

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Corporate Accounting Services

11409 S Glen Rd
Potomac, MD 20854 301-983-2800

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No raters have left a written comment.

O'Lone & Company

8404 Wild Olive Dr
Potomac, MD 20854 301-340-8198

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Prompt, thorough and accurate tax preparation service. - Aug 13, 2014

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WMS Advisors

11300 Rockville Pike #800
Rockville, MD 20852 301-294-7804

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No raters have left a written comment.

Claude Levy

10618 Morning Field Dr
Potomac, MD 20854 240-476-4858

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David Levine

8605 Bunnell Dr
Potomac, MD 20854 301-983-0929

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Jerrold Carson

8308 Raymond Ln
Potomac, MD 20854 301-765-9470

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Michael Eisenberg

11432 Twining Ln
Potomac, MD 20854 301-340-7775

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Love working with Michael. Very upfront and prompt service. - May 06, 2021

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Ted Bartko

9629 Trailridge Ter
Potomac, MD 20854 301-424-8383

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Always available and helpful. Have used him for years and will continue - Nov 25, 2023

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Planning for what happens to your possessions and money after you die requires making many decisions. Here are some basic dos and definite don’ts that will save you hassles and money—and avoid common mistakes.

To help your heirs unravel your finances, maintain a list of your major assets and accounts and where they can find your end-of-life documents. We've gathered a list of what to include.

Unless your situation is very straightforward, have your will prepared by an experienced lawyer, and hire a financial planner or estate attorney to organize your finances.