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Berkeridge Financial Services / North East Tax Services

Berkeridge Financial Services / North East Tax Services

Reviews Summary

The consensus highlights exceptional service with consistently perfect 5-star ratings. Reviewers praise the team's deep expertise in taxes, payroll, and investments, noting their professionalism, responsiveness, and personalized attention. Many emphasize how the firm resolves past accounting issues, maximizes returns, and provides clear guidance. Clients appreciate the staff's reliability, proactive reminders, and friendly approach, often describing them as life-savers for both personal and business finances. The overall sentiment is overwhelmingly positive, with strong recommendations for their accuracy, honesty, and comprehensive financial support.

About This Listing

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.*

Contact Information

Address

2288 Pulaski Hwy Unit D

North East, Maryland 21901

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

Steve and his staff at BFS are the best. He took care of my tax needs,and he's knowledgeable of tax laws. He's friendly and took his time. I'll be going back next year . Thank you Steve

I Highly recommended Berkeridge Financial Services! BFS is the most professional and reliable financial business that I have personally ever used! And I have tried 5 other places out. The office staff are great at their jobs and even give personal reminders for things like payroll days in advance giving you time to gather all needed information. Which is super important as a small business owner particularly during your busy season. They also stay on top of their customer accounts and maintenance. And do

Glad I was referred to Berkeridge Financial Services, he?s gone above and beyond to correct previous mistakes and has made it to where I do not dread tax season. I 100 percent recommend.

From the moment I walked through the door, I was greeted with professionalism and a genuine eagerness to assist me with my personal and business tax needs. What sets them apart is their commitment to understanding their clients on a personal level. Instead of just treating me like another number, they took the time to listen to my concerns, understand my financial situation, and tailor their services to meet my specific needs. Not only did they provide excellent guidance and support throughout the entire

We have been using BFS for our taxes and payroll for several years. Steve and his team are one of the most knowledgeable CPA firms in the business. He has also helped us with our 401k, investments, and business developments. We would never be at the level that we are now without Steve and his team. Always honest, trustworthy, and most important friendly. Would highly recommend!

This is the first year I have used Steven and was very impressed. He was detailed, very knowledgeable, and took the time to explain every step. I will be using his tax and investment services going forward. If you are looking for top notch service then this is your guy!

I can?t say enough good things about Stephen and his staff! He is a life saver. Quick to lend a hand. Nothing seems too hard when your with him. I came to him 2 years later then I should have.I wish he was there from the day I started my business. He is fair and honest, and he will always try to find what?s the best way for you to file taxes! I would definitely recommend!!! Don?t wait another minute! He will be the peace of mind you need.

Stephen has done my taxes for years. When I lived in Texas I got grief because I spent money to have someone do my taxes. Stephen found a $700 tax break that nobody else claimed on their taxes! Personally, I am tired of the non responsive attitude I am getting from my large online stock broker? So, I am moving my retirement plan over to Stephen, because I know he will give me the type of attention and advice I need now that I am 60 and want to retire. If Google allowed me to give him 10 stars he is worth

Simply the best. BFS has the most accurate, up to date tax and investment information, giving you the best and the most for you and your family. The experience and communication was also 5 star.

BFS has been an outstanding part of the success our company has experienced! The staff is very knowledgeable and available for the many questions that come up involving both Federal and state matters. We are greatful to have them in our corner!

Stephen knows what he is doing! He is working to fix a mess left by previous 2 accountants on my business and personal taxes.

Professional every step of the way. His knowledge and experience has provided my family with the best possible outcome every year with every task we present to him.

Thank you so much for all your guidance and assistance!! The service you provide is absolutely ?? the best!!!

This was by far the best and fastest I and my wife ever filed taxes .

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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