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Accurate Records & Tax Services, Inc.

Accurate Records & Tax Services, Inc.

Reviews Summary

The consensus is overwhelmingly positive, with most reviewers praising the accountant's expertise, reliability, and personalized service. Many highlight long-term satisfaction (8-10+ years), noting his thoroughness, tax-saving advice, and ability to handle complex issues like audits or IRS disputes. Several appreciate his responsiveness and fair pricing. A few negative reviews mention rudeness or confidentiality concerns, but the majority strongly recommend his services for both personal and business needs, emphasizing his integrity and professionalism.

About This Listing

Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
Non-profits
QuickBooks

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
Non-profits
QuickBooks

Contact Information

Address

18562 Office Park Dr

Montgomery Village, Maryland 20886

Visit Website Call Now Get Directions

Hours

Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday Closed
Sunday Closed

Customer Reviews

Adil has been one of the best business desicions we made. We met about 10 yrs back and he has been there for us ever since. Always a wealth of knowledge and a sure leader in his industry. From business incorporation to tax laws and even IRS Audits - he knows how to navigate through anything in front of you. His services are a sure asset for any business. He handled not only our taxes but also our payroll. I would recommend these guys over everyone....

Adil Baloch has been my CPA for 8+ years and I am very happy with his services. He is efficient, attentive, helpful, and accurate. Adil not only prepares my tax returns and takes care of my books efficiently, but also gives me constructive suggestions on tax saving plans. His prices are appropriate and fair. I would recommend him to anyone who is looking for a professional, knowledgeable and honest CPA.

Mr. Baloch has been doing my Taxes for many years. His work is excellent and he has helped me prepare for retirement. He also does my sisters taxes. We HIGHLY recommend Accurate Records and Mr. Baloch...David/Debbie

Accurate Records and Tax Service always provides our company with sound business advice. We have worked with Adil and his staff for many years. They are always there to assist us with our business needs. They are timely, professional, and reliable. We are very happy with our relationship with Adil and the rest of his staff.

Adil has been doing my taxes for last 10 years. He finishes work promptly and is very thorough. He has identified many benefits that I was not aware of earlier. I am fully satisfied with the services I get.

I first used Adil services in 2009 while living in Maryland and was very pleased with the services. After moving from Maryland in 2009, I continue to use Baloch services because Adil and his staff always take the time to answer my questions and provide the same great services year after year. He is knowledgeable and very detail oriented. I would definitely recommend him to family and friends whether for personal or business accounting services. ? Evelyn Tyler

I was referred to "Accurate records & tax services, Inc." by a business associate a couple of years ago. Not only have they lived up to the reputation but have surpassed my expectations. They actually helped me with some prior year adjustments that really saved me and my wife some serious money. IRS had erroneously levied some penalties and I was ready to pay them just to avoid any hassles. Mr. Baloch got personally involved and got the penalties reversed. I am a very satisfied customer and would be h

Our small business has worked with Accurate Records for over ten years. We have found them to be first rate. As a small office, Accurate Records is able to delivery the personalized attention that bigger companies do not offer or charge a lot for. One other plus is that they understand the demands of small businesses and are very good at working with them. Phyllis, the office manager, is particularly on point and responsive.

I was looking for the service for one of our client. I called at least 25 CPAs before connecting with Adil and No CPA was ready to provide such service. When I reached Adil and requested such service, he not only was able to provide the service but mentored on the case till the case was approved. He is a Rock Star and pro.

For last 9 years, Accurate Records have been doing my taxes...That speaks for itself.... Overall excellent tax planning, preparation and submission service... I would recommend highly for those who are thinking to startup the small business.... It's worth talking to Adil once....

Mr. Baloch is a very knowledgeable accountant who has given me many good ideas for increasing the profitability of my business. He is a man of great integrity and outstanding character.

Adil makes the tax process easy! I like that I can submit my paperwork electronically. Although I moved to VA, I still make the drive to have Adil complete my taxes.

Disguise sent me another client file, including the man?s Social Security number. My lawyer has reached out to the man to let him know that his private, confidential information has been compromised. Use at your own peril. By the way, he took my money? But never delivered!

Rude in other places of business. Shows you the integrity of this owner. Would not recommend.

Excellent !! They are doing my taxes from years!!!

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

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