ClienTax - CPA offering Tax Prep, Accounting & Payroll

ClienTax - CPA offering Tax Prep, Accounting & Payroll

Reviews Summary

Clients consistently praise the professionalism, expertise, and personalized service, highlighting deep tax knowledge, clear explanations, and legal optimization. Many appreciate long-term reliability, reasonable pricing, and efficient handling of complex returns. The team is commended for responsiveness, friendly demeanor, and making tax processes effortless. Multiple reviewers note years of satisfaction, recommending the service for both personal and business needs. Comfortable interactions and tailored advice are recurring themes.

About This Listing

Bookkeeping
Accounting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Small Businesses
Mid-size Businesses
Startups
Individual Taxpayers
QuickBooks
State-Specific Experience
Multi-state Experience

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
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Small Businesses
Mid-size Businesses
Startups
Individual Taxpayers
QuickBooks
State-Specific Experience
Multi-state Experience

Contact Information

Address

21155 Whitfield Pl #103

Potomac Falls, Virginia 20165

Hours

Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday 9AM-7PM
Sunday 9AM-7PM

Customer Reviews

ClienTax has been awesome at helping me file my taxes this year. Sarmad and his team were very communicative, on time, and punctual when it came to any questions I had. I will continue using their excellent service!

Great experience! Sarmad has been every responsive and has been an amazing consultant as I started my small business. I?ve recommended ClienTax to my friends annd business associates and will continue.

If you?re looking for a great tax accountant, I highly recommend ClienTax. Super fast, efficient, and always keeps you in the loop throughout the process. I never had to chase them down for updates?they made sure I understood everything and felt confident from start to finish. Just really solid service all around.

Sarmad and his team have been a blessing for our small business. They have done my personal and business taxes, and I love the personal experience and initiative. They are always willing to jump on a zoom call and explain things or answer a question.

Very knowledgeable about business and personal taxes, answers complex questions in a way that?s easy to understand, responsive customer service. I?ve used ClienTax for 2 years, and I will definitely use them next year too. Highly recommend!

We decided to share this email since we noticed the fake reviews this company paid for to hide their laziness and professionalism and I have other emails supporting Sarmads laziness and lack of support. He took over 3k and told me he couldn?t file my 1099 which was something that should?ve been automatically done and I will be bringing this matter to the better business bureau. I will also take every angle I can for the position he put me in during this audit I?m going thru. A true snake in the grass, do no

Sarmad and his team are top-tier professionals!!! We?ve Ben clients for several years and plan on it continuing as it is!! Thanks ClienTax team!!

Trustworthy, responsible and competent, I have been using client tax for many years, first with Sarmad and subsequently with Richard B. They have helped me through Revocable Living trust as well as personal and joint tax returns. Sometimes things are delayed, but late filing has never had any adverse consequences or cost. Very helpful and reliable.

Software confusing. Communication between me and the office was difficult. Tax preparation took too long. They did a good job in handling the electronic transfer.

Sarmad Jan is an excellent outstanding CPA. He takes the time to explain my taxes simply and is excellent with personal tax planning. I would highly recommend him. Outstanding customer service. I have been very satisfied with his professionalism and tax knowledge.

ClienTax has completed my taxes for the past few years. They are very responsive to any questions I may have. Sharing of tax documents is easy. They exceed my expectations. Sarmad Jan is terrific!

I?ve being using ClienTax for 8 years and they do an outstanding job. My returns are somewhat complex, but Mr. Jan is extremely knowledgeable and has provided excellent advice on how I can legally reduce my tax exposure.

This is our fourth year with ClienTax and we remain very pleased. Great service at a great price. They are always very responsive and take the time to walk us through everything we need to understand our filing. Highly recommend!

Great service. Friendly staff. Sarmad is very knowledgeable and cooperative. They efficiently take care of all the tax needs, giving you the peace of mind.

Have been using ClienTax for 5+ years. Fantastic quick and affordable and professional service. The first time I used them Sarmad took the time to work with me and ran through things a couple different ways to make sure my husband and I as newlyweds understood the difference between filing jointly or single. Now it?s like clockwork and we get our returns done without any concerns or questions. Great work from a great team.

Clienttax team is professional and knowledgeable. Looking forward to a long relationship with them.

Sarmad and Clientax did a fantastic job with our taxes in 2024. I had been having a terrible experience with my previous accountant. Clientax picked up the ball where they left off and provided the answers, feedback, and service I needed to file confidently.

Sarmad Jan and the ClienTax team are highly professional, intelligent, and responsive. I?ve been with them since I started my business four years ago and they helped me get the business going and aligned my business and personal taxes. I couldn?t have gotten my business off the ground without them.

As always great working with ClientTax always provide executional services with tax return.

We (my husband and I) are a repeat client of ClienTax going on about 8 years for our personal tax returns. Sarmad is a true professional and very knowledgeable. The new system they implemented this year streamlined the process and made it so easy. Highly recommend this company for your CPA needs!

We have been using ClienTax for many years and have been very pleased with the service and responsiveness of Sarmad and his staff. Thank you!

I have been using ClientTaxInc. since 2016. Sarmad the owner, is excellent at his job. He?s a professional, patient and very knowledgeable about federal and various state taxes. When I was conducting a price comparison, his prices were way cheaper than other tax professionals. I?m glad he?s my Tax Guy!!

We feel that Clientax cares about their clients. Anytime we had a question or needed help getting our tax submission information completed it was done. We appreciated the suggestions and guidance given when we picked up our taxes. All questions were answered and we feel that Clientax did a great job!

Helpful, knowledgeable and efficient. I have been doing my taxes here for years.

Working with Sarmad Jan was a wonderful experience. He is knowledge, efficient, and explained why my financial situation led to a lower refund than the previous year. He's also relatively affordable for the Northern Virginia area. If you are looking for a CPA, I strongly recommend him.

ClienTax Inc. has been preparing my Income Taxes for 10+ years and I have been very satisfied and I highly recommends this company. Samad has been my primary Tax Preparation Provider and he always tries to work my taxes out in my best interest. He shows me different alternatives filing single or jointly so that I can understand why he suggested one of the options. He is very professional and understands the tax laws very well. Because I trust Samar with preparing my taxes, I have referred my son and a

The Clientax team did a fantastic job helping with our taxes. Very thoughtful and thorough processing helped us tremendously. Very kind and communicative team at Clientax. I highly recommend them!

Great service, actually, we?ve experienced none better in over 50 years!

After having our taxes done incorrectly at multiple other places for years. A friend recommended that we give ClienTax in Sterling a try. I did and I had only wished that I had heard about them earlier. I couldn?t be any happier with the CienTax professional tax team, especially the owner Sarmad who has personally been doing our taxes for years now. Don?t make the mistake I made by going to other places that make false advertisements, I highly recommend this place.

I've been going to Sarmad at ClienTax for the past 3 years and couldn't be happier with the level of dedicated and personalized service he provides. He's extremely knowledgeable, trustworthy, and helpful. He answers all my questions (and thankfully never laughs at the stupid ones :) He explains obscure tax issues in the simplest terms possible and makes sure you understand what all your options are at all times. I've recommended Sarmad to my friends and family and they've likewise been pleased and impresse

As a business owner and previous Turbo Tax user my tax situation became more complicated each year so I decided to look for an accountant. Frankly, I had been looking for one for over a year until I decided to call ClienTax. I had a wonderful experience as a customer of ClienTax. Sarmad the owner is a true talent in the accounting industry. He has an extensive accounting knowledge and expertise which has saved me time and money. I consider Sarmad easy to get along, good listener, reliable, dependable with e

My wife had to do complex personal taxes this year, so we found ClienTax. She was extremely happy with the service Sarmad provided. Very professional, knowledgeable, reasonably priced, and fast. We will continue to use this service and would highly recommend ClienTax.

We have used ClienTax Services for over 3 years and Sarmad and his team have done a fantastic job. They are very professional and always willing to help. I would highly recommend ClienTax if you're looking for FIVE STAR service for Book Keeping, Accounting and Taxes.

Great working with Sarmad. I have been doing bookkeeping and taxes for my business and personal income with him for the past two years. He is really good and easy to work with. You won't be disappointed with his service! Highly recommend!

Highly recommend Sarmad and his team for their excellent Customer Service and in depth knowledge and experience !

They are filing my tax for the last 9 years. Sarmad is very very good and only gives advise that is legal and right for me. Highly recommended.

We have been using Sarmad for 5 years now. He has done an excellent job with our changing tax situation.

Outstanding experience. After having to switch accountants in the literal 11th hour we found Sarmad and he helped us so much. He was fast and responsive but very thorough and patient. Highly recommend.

Sarmad is awesome!! He has a great sense of humor and is knowledgeable of all the tax laws. He is our go to guy for all tax related items. I can't recommend him enough over other companies such as H&R block etc.

I was very happy with my experience with ClienTax Inc. Sarmand is very fast and knowledgeable. He took care of my tax filing and answered all my questions very quickly and professionally. I will definitely repeat my business with him in the future and I would recommend him to anyone in need of a good tax professional.

Easy filing and made simple and quick. I have got refund already ??

Sarmad is great to work with and very personable. I started working with him last year after my former Tax guy retired and I'm so glad I found him to be our new Tax guy.

Sarmad and the ClienTax staff never fails. He provides great tax services and recommendations. I look forward to our next consultation?cheers!

I use to do my own taxes until I retired. Then things got a bit complicated. So O went to Client tax.. They have helped a lot . My taxes are done in time and at the right price.

Professional, thorough, easy process with quick turn around, and pleasant to boot.

I would highly recommed Clien Tax. We worked directly with Sarmad, the owner and he was professional, very knowledgeable, and extremely accomodating. He is also very personable. He assisted us with calculations of estimated taxes and the the final filing at years end for multiple State as well as Federal return.

I have used Clientax for years. My returns are processed quickly and I always have any questions answered thoroughly. I've even had assistance managing my mother's tax returns. Highly recommend.

I have been having my taxes done by Sarmad and the ClienTax team for years. They do a wonderful job and I really appreciate the the great work they do.

I've been working with ClienTax for years. My situation is slightly complicated with a few rental properties in multiple states and they handle it with ease. I'm very happy with the service.

I?ve been coming to Sarmad of Clientax, Inc. for a few years now. He always has my best interest at heart, gives me advice for next year, what I need to budget or save for and provides tips on how I can reduce my taxes in general. I won?t trust my taxes to anyone else.

mr sarmad is the best he knows't all about tax . very friendly guy I have been using client tax for over ten years

Clientax has been doing my taxes for six years. I always feel they provide the best outcome once my taxes are complete?while charging a reasonable price. Clientax ALWAYS responds to my emails VERY quickly. They are a business I really trust.

As a first time home owner he made this process hassle free for us. I knew it was going to be a good experience as he answered questions before I was a client. I called 6 CPAs before calling Mr. Jan. All of them confronted me with ?are you a current client?? Tax season 2017 was so hassle free, we forgot about the refund. We were so at ease and the process was seamless. Thank you Mr. Jan, until tax season 2018.

ClienTax has made a positive impact with our small business, as we work through the start-up process of establishing our financials, and more. My partner and I appreciate the hand holding and education we've received from CPA, Sarmad; he has set us up for success!

Excellent work, comfortable environment. Person centered service

We have been going to ClienTax at least 5 years. Could not be more pleased with the tax service provided by Mr. Jan. He is efficient and conscientious, educates to provide the best options, affordable, and always friendly and professional!

Horrible service. Please stay away. I had a completed 1040 forms and Sarmad made me wait for one week with no response. After a week, he called me and told me to come to his office in the middle of Covid pandemic and refused to discuss any changes. When I asked if I can do virtual appointment for safety reasons, he hanged up on me and told me to find someone else. Why did you keep me hanging for one week and told me that you can't do anything 2 days before taxes.

I have been going to Clientax for couple of years & I feel very comfortable by Sarmad Jaan , explaining everything regarding my Tax returns without asking any questions. Great experience of crystal clear tax return. I consider him as my family accountant.

My family has used the services of ClienTax for many years. The level of knowledge, professionalism and guidance is unmatched. Mr. Jan and his staff have my deepest respect and gratitude. -Bill Gonzalez

Strongly recommend. Sarmad is very professional and patient. Our case is complicated. But with his help, we resolved everything. And Service fee is very reasonable. I forgot to leave this review for so long. Thank you Sarmad.

I?m very happy with my experiences with ClienTax. I?ve been very pleased with their responsiveness and professionalism. I?ve made a wise decision to have ClienTax do my tax returns several years ago!

Great service, very knowledgable, and reasonably priced. Sarmad has been a great resource and we will continue to use ClienTax for our tax needs.

We've been using ClienTax for several years for our non-profit organization. ClienTax is professional, knowledgeable, and provide us with a personalized service that makes filing taxes simple. ClienTax keeps up with the latest changes in the law and ensures we stay compliant. -David Tamayo, President of Hispanic American Freethinkers, Inc.

Sarmad is great--so friendly and knowledgeable. It's easy to get an appointment and his rates are very reasonable. I've come here two years in a row and plan to keep coming.

My experience was great. Sarmad is knowledgeable and quick. I have rental property and I felt comfortable that Sarmad knew all the regulations and helped me to capture all related expenses.

ClienTax is great!! I have been with them for 5 years and all my tax issues are taken care of professionally and efficiently! Thank you ClienTax.

I?ve been working with ClienTax for over 8yrs because of the stellar level of service and expertise that they provide for me and all their other clients.

I have used Mr. Jan for five years now and am extremely pleased. He offers an excellent service at a very competitive price and is a HUGE supporter of veterans of the armed forces. He has a customer for life.

Clientax has been doing my taxes and Sarmad Jan is an excellent outstanding CPA. Great service at a great price and I would highly recommend him.

Sarmad is great. Very knowledgeable, works efficiently, clearly communicates different options - which is all you can ask for. Very professional level tax services

Sarmad is a very knowledgeable and affable tax professional, who will competently advise you of all your options. I would highly recommend him to anyone looking for professional, and affordable accounting advice!

I have been a client for many years and Clientax are professional, courteous, and know their craft. I recommend them to anyone looking for stellar and customer centered tax and accounting services.

ClienTax is outstanding! Sarmad and his team provide truly excellent advice on all tax-related matters.

Excellent CPA tax accountant and extremely knowledgeable.

The best service, the best people and highly consultative as needed. Accurate, timely?I can?t say enough good things about this team and Sarmad and how easy they make tax season.

ClientTax is an excellent Tax Preparer - I wouldn't go anywhere else . Knowledgeable, and the Professionalism will keep clients returning to ClienTax. Thank you

Great service! Very knowledgeable. We have been doing our taxes with them for several years now and will continue to do so.

Sarmad and his team are reliably competent, responsive, and kind. I?m happy to have them on my team!

Comfortable setting, CPA puts you at ease, very supportive, provides clarity to the tax process, streamlined and effortless session. Have utilized the services for some time and extremely pleased.

They were great!! did my taxes very fast and very efficiently!! overall I would recommend!!

Surmad takes the sting out of tax time. He provides superb service in a friendly, easy-going way, with great know-how.

I have been in business with Mr. Sarmad for years. It?s been always pleasure working with him.

I have been with ClienTax and Sarmad for 3 years and am a very satisfied customer. For the right price I have zero Tax headaches!

5 star service. Prompt, professional, detailed. Took the time to help sort out business and personal taxes during a transitional period in my life. Exactly what I needed. Thank you.

Great consultation and support for my tax needs. Expert in complex tax situations. I am a satisfied customer for the past 5 years.

Continue providing excellent service, responsiveness, and reasonable service fee. I will come back to have Sarmad's service next year.

Sarmad is efficient, thorough, and a pleasure to work with. I have enjoyed these 3 years with him

Sarmed and his team are professional and trustworthy!! The best team I ever worked with! Highly recommend them!!

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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