*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*
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.
*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*
*Tip: Organize your documents in advance to save time and ensure accuracy.*
*Note: Preparation helps you make the most of your CPA’s expertise.*
*Note: Every CPA is different — take time to find one who fits your goals and style.*
6105 Rosemont Dr
Rockville, Maryland 20852
Berger & Associates have been filing my mother's personal taxes, my business taxes and my personal taxes for at least 7years. As far as woking with State and Federal taxes go, I am not able to say I enjoy those activities one bit. However Burman's knowledge and expertise are a relief when I know that I am going to need to do them again year after year. I recommend Berger and Associates if you are in need of a tax PRO!
I have been using Burman Berger's services for a few years, and recommend him all heartedly. He is smart, caring, responsible and honest. He is our businesses' CPA after replacing several of them.... I highly recommend his services to everyone.
Burman has been great to work with. He is quick to communicate and very knowledgable. He not only prepared our 2022 taxes, but also helped us address issues with our 2021 at the same time despite it being the busy season.
I?ve used Burman as my CPA since 2021 and he and his team do a spectacular job. They are quick, responsive, and make the administrative burden of taxes so much easier.
Burman is wonderful! We?ve known him for 5 years and each time we meet he shows the same high levels of dedication and diligence. He is very generous with his time. He is also very kind, has a great sense of humor, and is the only accountant I know who can intelligibly explain the nuances of the tax system! We highly recommend him.
Burman is extremely helpful and professional. His pricing is very fair, and after seeing the value of his services, I've referred friends to him. Every person I've referred to him loves his warm and exceptional service. He goes above and beyond to keep people up to date with new tax laws, and to allow people to both understand what is available and how to maximize their portfolios. I would strongly recommend his services!
Burman was such a big help to me this tax season as it was the first time I had to file a D-30 for rental income in DC. I'm especially grateful since it's only four days before the filing deadline and he was able to take me on as a new client. He took the time to fill out my forms and provide instructions for filing. Super responsive to my request and I got my forms back the same day. Would highly recommend.
Berger & Associates provided me excellent advice and help with an IRS Audit letter, and my recent personal tax preparation. They utilize an easy-to-use app and secure web portal, making digital document sharing and signing a breeze. I would HIGHLY recommend them based on their excellent customer service and quick responses to all my questions. Their rates are very good for the service received--I'll be using them for many years now for my tax preparations. This first year experience has made me a long-term
Burman was very easy to work with and extremely knowledgeable. He completed my business tax return efficiently, gave great advice, and then took car of my personal tax return. I highly recommend.
Burman provides an excellent service. He is extremely responsive and works quickly. His use of an online portal makes tax preparation simple for me and my business. Highly recommend!
Burman has done an excellent job for us and we'd highly recommend him. We've needed his help for both traditional and special tax situations and he's been very knowledgable, helpful, and proactive with fantastic and friendly communication.
Burman is great to work with and we really appreciate being able to do everything online. The process was fast, efficient and transparent. This was our second year using his services and will continue to do so in the future.
Burman FORGOT ABOUT FILING MY TAXES in 2022! I was a client for two years and last year I didn't hear anything from him after I MET WITH HIM IN PERSON IN FEBRUARY when I delivered all of my pertinent documents. I didn't hear anything from him in April, so I called mid April to check my status and his wife called me back and told me "he FORGOT". WOW, ok so they filed late and told me I didn't owe anything so I didn't worry until I received a notice from the IRS YESTERDAY, stating my business OWES + PENALTIES
Burman is by far the best tax preparer in the DMV area! My wife and I have been going to him for years. He helps navigate the mountain of forms individual taxpayers have to complete and offers personal and professional advice on how to reduced your tax liability. He has two convenient locations in MD and VA (pre-pandemic) and when face to face meetings are not possible, he is available for pre-scheduled internet meetings and has a great portal to upload all your forms. His rates are more than reasonable
Our experience working with Berger & Associates was everything we hoped it would be. Getting our taxes done has never been so pleasant and the peace of mind from knowing they were done right is wonderful. I could not recommend them more highly.
Burman Berger is a very experienced and passionate tax accountant with a solid legal background. He was recommended to me by my friends from an international organization. He is one of the very few CPAs in the DC metropolitan area that understand the status of G-4 visa holders (employees of international organizations in the U.S. and of their families). I have recently registered my consulting firm and he is helping me a lot with establishing the business and navigating the U.S. tax system. He says that he
Burman is top notch. I have used him for tax planning for more years than I can remember. He is careful and efficient. He is also fast. Please do not hesitate to give him a try.
Burman is a great CPA who knows what he's doing. He has been helpful to many of my clients and I have received good feedback from them. He also a great guy and a great family man.
Knowledge of the tax laws and changes is what you want in a CPA. Burman Berger brings his "A" game. Seriously, when it is your money at stake, go with someone you know you can trust. Berman provides solid tax knowledge. He knows his math too! He runs some seminars every once in a while too. I attended one recently - Highly recommended.
I came in to see Mr Berger with big IRS problems: 3 years of unfilled taxes. He calmly explained how to fix my problems, promptly filed all necessary documents on my behalf and set up payment plan with IRS and VA. I am truly happy with his services and fees.
The depth of Mr. Berger's knowledge in all matters pertaining to taxation is astounding. He is very responsive to any form of communication. Prepared my tax return in record time. I definitely recommend him to others and will continue working with him.
Berger & Associates are very professional, they knew how to answer all my questions in a timely manner. I highly recommend using them as your accountant. I look forward to filing my taxes with him for many more years.
Excellent experience. I have always filed my own taxes, but this year was more complicated - sale of home, move from a different state and retirement so I didn't feel I could handle it this year. Service was friendly, prompt ( I had a draft within 1 day), and convenient. Would definitely recommend!
Burman A. Berger has been extremely helpful with my tax return and made my life much easier. I really recommend Berger & Associates LLC for support with tax matters.
Burman provided excellent information regarding the 2019 tax year and I was very impressed with the method he used to convey the information! He discussed ideas I hadn't thought of and I am very grateful!
Burman is extremely knowledgeable about tax law, and has been a tremendous resource for me and my clients. Highly recommend.
highly recommend Berger & Associates. I've been using them for 3 years and couldn't be more satisfied with their services.
We used Berger and Assoc for the first time this tax season. This return was done with precision, professionalism and on time. Communication was honest, swift and helpful. Recommended.
We have had a great experience with Burman and his team! Very knowledgeable and enjoyable to work with.
The best of the best! Honest, engaging, and well deserving of business. I highly recommend the business for any financial services.
Berman is wonderful when it come to taxes. We have been using him since 2017.
I am a finance professional and I find Mr. Berger to be very knowledgeable and he is my go to person for all my tax advise. I would highly recommend.
We are new to the DC area and were worried about finding a new accountant. Burman exceeded our expectations and we are relieved to have found him.
Without qualification, the very best accounting service we have ever used. Good communication, deep knowledge, and kind interactions.
Berman has been an excellent resource for all of our tax preparation needs.
This is my second year and I will be returning for a third. Great experience...
We highly recommend Berger & Associates--they are efficient, responsive, easy to work with, and provide very helpful guidance!
My 990 tax return was prepared very quickly!
Great experience working with Berger and Associates. I highly recommend.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.