CAS & Associates, Inc.

CAS & Associates, Inc.

Reviews Summary

Overwhelmingly positive reviews highlight exceptional service, professionalism, and expertise in accounting, payroll, and tax services. Customers praise the team's responsiveness, accuracy, and personalized approach, with many noting long-term satisfaction (10+ years). The firm is commended for handling complex tax laws, offering business guidance, and providing seamless support during challenges like COVID-19. A few mention minor fee concerns, but the consensus emphasizes reliability, friendly staff, and invaluable contributions to business success. Highly recommended for small businesses seeking comprehensive financial management.

About This Listing

Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Government Contractors
Non-profits
Real Estate
Healthcare
Restaurants
Construction
Professional Services
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
Financial Advisory
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Government Contractors
Non-profits
Real Estate
Healthcare
Restaurants
Construction
Professional Services
QuickBooks

Contact Information

Address

11300 Rockville Pike Ste 706

Rockville, Maryland 20852

Hours

Monday 7:30AM-4PM
Tuesday 7:30AM-4PM
Wednesday 7:30AM-4PM
Thursday 7:30AM-4PM
Friday 7:30AM-4PM
Saturday Closed
Sunday Closed

Customer Reviews

The employees at CAS have done a tremendous job for us with both tax planning and tax preparation. The service is prompt, accurate, and most of all, professional. Would recommend them to anyone looking for to free themselves of these items. They obviously take a lot of pride in the quality of service they provide.

The CAS Team, and more specifically Katie and Steve have been an absolute joy to work with. They are always professional, upbeat, experts in their craft, and treat me as if I am more then just a client. From the professional side of things, they handle my business's books, tax preparation and payroll. The monthly financial statements are well laid out, and provide a good synopsis which has allowed me to plan moves within my field. Payroll has gone from being a personal headache for me, to a bi-weekly conv

I have been a client of CAS Business Services since 2016 and I could not be happier with the way they take care of my business. In addition to business bookkeeping, CAS handles payroll, all of my business filings and tax preparation. The CAS client portal allows me to view and download all of my business documents at my convenience. The thing I like best is the personal attention and advice I get from CAS. They are proactive and on top of all changes that affect my business. I receive informative emails and

I have been using CAS payroll, accounting, and business services for over 12 years, and I couldn't be happier with my experience. The staff is incredibly friendly and always goes above and beyond to make sure all my needs are met. Their expertise and dedication have been instrumental in keeping my contracting business running smoothly. I highly recommend this team to anyone in need of top-notch payroll and accounting support. Their professionalism and customer service truly set them apart!

We've been working with CAS & Associates for over 4 years and they are incredible! Every person we've interacted with has been kind, knowledgeable, and responsive. They have provided numerous services to us including weekly payroll and we couldn't be happier with their expertise. We highly recommend them!

Mary Salloom and the entire CAS & Associates team have provided us invaluable advice over the years. Since we were first introduced to Mary, we immediately felt confident in selecting her and her team to provide accounting and payroll services for my wife's unique retail shop. We entrusted her and the team to jointly provide us financial support by completing our annual income tax returns as well, and we were impressed by the guidance that was provided along with the accounting and tax services. We hav

CAS has been our payroll company for over 10 years although they have helped us in many more ways. They were extremely helpful during covid and the PPP loan applications. They are very quick to respond to calls and emails and their entire staff is very friendly. I highly recommend CAS.

CAS has been our accounting firm for over 10 years. We have always felt very secure and confident with the sound advice and tax preparations they have provided with both our personal and corporate taxes. The entire team is always friendly, professional and very knowledgeable. Without hesitation I would recommend CAS & Associates for all your accounting needs.

Have been a CAS customer for many years. They handle both our corporate and personal accounting, and payroll as well. We have been very pleased with their responsiveness, professionalism and reliability. Would highly recommend them for your business or personal accounting needs.

We are so lucky to have found Mary and her team at CAS for our all of our business accounting needs. They are exceptional and their expertise is top notch! They have guided us and helped us grow our business by leaps and bounds and have even helped us navigate some tricky tax situations along the way. The entire team is knowledgeable, responsive, and go above and beyond to ensure our accounting needs are met. We are so lucky to have found CAS and certainly attribute much of our success to them. Thank you!

CAS has been a tremendous asset for me and my small business. They have handled everything from monthly statements to taxes to payroll. They have a great service of keeping me informed on all the new law changes that directly affect my business. If you are looking for a company that will help get you started and keep you on the right track, then CAS is for you.

Wonderful service from CAS & Associates! Always available to answer questions, resolve problems and make suggestions to streamline costs and improve efficiency. Excellent accounting, payroll, and tax preparation services. As a small business, I rely on them heavily for high quality services at a reasonable cost.

My sole proprietorship has been a client of CAS for almost three years, and I could not be more satisfied with the quality of service they provide. They are diligent, prompt, responsive, professional and completely on top of all deadlines, filings, and tax laws. I have never experienced anything except top-level service from them that puts me at ease and lets me focus on running my business. I highly, highly recommend them.

We have been using CAS & Associates, Inc. for over 10 years for our business accounting needs and our personal taxes. They offer exceptional company services as well as exceptional personal tax services. I have never dealt with a company who works so closely with their customers and are a pleasure to deal with whether on the phone or through email. They are quick to provide you answers to your questions and are ALWAYS timely and meticulous with their services. We HIGHLY recommend CAS & Associates, Inc. for

We have worked with Mary and the team at CAS for many years and we can enthusiastically endorse CAS as a trusted adviser and partner. They have provided us with complete accounting and payroll as well as broad business consulting support. With CAS & Associates working with many other similar sized companies throughout Maryland, they are able to bring that experience and expertise to provide us with timely and relevant advice on a broad range of issues facing small businesses such as ours.

We have been remodeling homes since the mid 80's. We have long come to realize that the key ingredient to a beautiful remodel is the relationship between the contractor (us) and our clients. The same holds true for our professional relationships. For over a decade, we have benefited and prospered from the relationship we have with Mary and her amazing team. So much more than accounting services, the CAS team provides us with a dazzling array of efficient, intelligent and innovative services directly rel

CAS & Associates has taken care of our payroll forever and I could not say enough how much we appreciate their services. I record and submit our payroll and can rest easy knowing that everything is taken care! Give them a call; you won't be sorry!

CAS is hands down the best accounting firm I've ever worked with. They have been providing bookkeeping, payroll, and tax services for 3 different companies I own, with as well handling my personal taxes. They are essential members of our team - and I absolutely consider them to be full team members. When my business partner and I were considering buying a company they were our first call and were invaluable in offering not only professional advice and guidance through the process but also pep talks and emot

I dont know what I would do without CAS. They make everything so much better. They handle all our business accounting and payroll and my business and personal taxes. Using one company for everything allows for such ease of information transfer. The level of expertise at every level is impressive. I have worked with numerous accountants and payroll experts at the firm over the last 10 years and there has never been a drop in quality from one employee to the next. From Mary to Tara who I work with the m

CAS Payroll has provided us exemplary service for over 20 years. The staff is responsive, kind, and professional. They are a pleasure to do business with and have been a terrific asset in handling all of our payroll needs.

Our business has used this company for many, many years, for payroll checks, payroll taxes and reports (quarterly/annual) and special reports for annual insurance audits. They are professional, accurate, AVAILABLE, prompt, helpful, and a pleasure to deal with. Any report, any change, any need we had they fulfilled in a timely and secure manner. Everyone (Steve, Katie, Mary & Sarah come to mind - but everyone, literally) I've dealt with there has been helpful, and enjoyable to work with. I highly recommend t

CAS has been providing accounting services for our landscaping business since 2018. Mary, Sarah, Stephen, and Maria have been prompt, cordial, and professional. We are grateful for their terrific job!

I've been using CAS for all my payroll needs for over twenty years. From top to bottom the staff is the best !! If your in need for payroll services I Highly Recommend Their Services.

Personalized experience for my business. Proactive with federal tax rules affecting businesses, effective full circle account management and payroll processing. I have nothing but praises for this accounting firm that took an unorganized business like mine to a model-paperless, efficient business of over 80 employees. Q-Care Inc. Management

We've been using CAS for years and they are great. Always responsive and actually friendly and fairly priced

I have been using CAS for the past 6 years now. They helped me with everything from filing for an LLC, ongoing accounting and annual tax planning. It is so valuable to have a professional and responsive group take care of all this so that you can focus on your business. They took the headache away of trying to do this myself and saved me precious time and money. They are totally on top of the complicated tax changes each year and especially navigating all of the Covid restrictions. I definitely would recom

We have used CAS for 9 years and they have always been wonderful! Melina is so efficient and just a pleasure to work with. They go above and beyond to ensure all of our payroll needs are met. I highly recommend using them versus a bigger corporate payroll company!

CAS has been extremely helpful for as long as we have used them, but especially throughout the COVID-19 pandemic. They have been very responsive and helped us to reorganize based on our needs, and have kept us well informed about opportunities and various changes through these uncertain times.

Everyone at CAS is very knowledgeable and extremely helpful with whatever you need. I have used them for many years and I can't recommend them enough.

I had to resubmit my 2015 tax return because the IRS lost my return. I contacted this company which handles the payroll for a company I worked for in 2015. They explained to me that they were going to charge $45.00 to provide me with a copy of my W-2. This charge is excessive. I do not mind paying what I would consider a reasonable administrative fee for a service like this. $5 - $10 I think would be sufficient to cover the amount of time and resources it would take to open a computer file, hit the print co

Our business has been using CAS for 5 years and we couldn?t be happier! Thank you CAS for all your accounting!!

Great people highly responsive. Have worked as a lawyer for 41 years and they have been the best payroll company by far. They make our life easier

Always at the top of their game. Extremely helpful, accurate and timely. Couldn't run my business without CAS.

Ive worked with CAS for many years personal and business they have been fantastic with everything

CAS is amazing. Our company would be lost without them!

Always great customer service!

Excellent accounting and payroll and great people to work with

Professional service every time

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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