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Kagen & Meltzer

2907 Olney Sandy Spring Rd
Olney, MD 20832 301-774-7797

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Can do the mechanics of plugging info in to complete a basic tax return, but... - Mar 30, 2023

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AARP Foundation Tax-Aide

6507 Columbia Pike
Annandale, VA 22003 888-227-7669

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Invaluable help! - Jun 22, 2022

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Heymann Suissa & Stone

1375 Piccard Dr #270
Rockville, MD 20850 240-499-3600

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They have some our taxes for several years. Fair price, perhaps a bit on higher... - May 17, 2026

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PMR Associates

5709 Granby Rd
Rockville, MD 20855 301-840-0438

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I've been using PMR for years. They are always very responsive and do... - May 03, 2026

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Kronzek Fisher & Lopez

607 2nd St NE #B
Washington, DC 20002 202-547-2727

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I have been using this firm for decades - enough that they seem like friends.... - Apr 26, 2026

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Selby & Poulin

6187 Executive Blvd
North Bethesda, MD 20852 301-881-0885

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Heather was A+ to deal with. Professional, prompt, thorough, & attentive.... - May 11, 2026

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Financial Forecasts

3918 Prosperity Ave #318
Fairfax, VA 22031 703-289-1167

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Barry and his team are a delight to work with. - Dec 09, 2025

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Renner & Company CPA

700 N Fairfax St #400
Alexandria, VA 22314 703-535-1200

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Communication was very poor, and costly errors followed. It was necessary... - Jul 01, 2025

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Riibner & Associates

10410 N Kensington Pkwy #300
Kensington, MD 20895 301-933-4753

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Stuart Margulies, CPA is an extremely capable and professional. He does a thorough... - Feb 17, 2026

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Turner Leins & Gold

108 Center St N Fl 2
Vienna, VA 22180 703-242-6500

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We have been Steve Turner's client for over two decades. Super nice guy... - May 27, 2026

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Burstein & Associates

6701 Democracy Blvd #300
Bethesda, MD 20817 240-688-8800

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Hal is a great find! He is down-to-earth, no frills, all business. Gets... - May 25, 2026

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Caldwell CPAs

8120 Woodmont Ave #400
Bethesda, MD 20814 301-941-8090

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Caldwell is now Compass as of 2024. We have had excellent experience with... - Oct 08, 2024

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CBM

7910 Woodmont Ave #500
Bethesda, MD 20814 301-986-0600

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Expensive - Apr 23, 2026

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Georgen Scarborough Associates

243 Church St NW #100-E
Vienna, VA 22180 703-319-3990

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Consistently superior service with timely planning, preparation, and expert... - Oct 24, 2022

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Lamonaca, Paul

210 E Broad St #202
Falls Church, VA 22046 703-536-6008

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Used Paul over 30 years - Apr 26, 2026

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Mendelson & Mendelson

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

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Mike Pearlstein has been great. - Apr 13, 2025

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Rocha & Co

9801 Washingtonian #710
Gaithersburg, MD 20878 301-519-2912

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Great communicators, easy to work with, knowledgable and responsive to any... - Jul 26, 2026

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Schmitz RIni & Associates

10134 Colvin Run Rd #B
Great Falls, VA 22066 703-759-6618

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They've been preparing our taxes for several years. They've been... - Oct 08, 2025

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Tax Masters

6159 Executive Blvd
Rockville, MD 20852 301-230-0200

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I have found working with Preston Hall to be extremely satisfying. His positive... - Feb 07, 2024

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Abramson & Associates

5147 MacArthur Blvd NW
Washington, DC 20016 202-244-2522

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Prompt and professional work, strong communication, extremely helpful guidance. - Jun 05, 2026

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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.

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