Connie's Tax and Accounting Services

Connie's Tax and Accounting Services

Reviews Summary

The consensus is overwhelmingly positive, with all reviews giving 5-star ratings. Customers praise the professionalism, expertise, and efficiency of the service, highlighting clear communication, detailed explanations, and a seamless process. Many appreciate the educational approach, responsiveness, and ability to handle complex tax situations. The service is consistently described as trustworthy, knowledgeable, and dedicated, with several reviewers noting long-term satisfaction and strong recommendations. The virtual process and use of technology are also commended for their convenience and effectiveness.

About This Listing

Bookkeeping
Payroll
Tax Preparation
Tax Planning
IRS Representation
Estate and Trust Tax
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
Payroll
Tax Preparation
Tax Planning
IRS Representation
Estate and Trust Tax
Small Businesses
Individual Taxpayers
Non-profits
QuickBooks

Contact Information

Address

4500 Forbes Blvd Suite 400-L13

Lanham, Maryland 20706

Hours

Monday 3:30-8PM
Tuesday 3:30-8PM
Wednesday 3:30-8PM
Thursday 3:30-8PM
Friday 3:30-6PM
Saturday Closed
Sunday Closed

Customer Reviews

It was a pleasure working with Connie and Delia. The entire virtual tax filing process was seamless. Connie was highly responsive and always available to address any questions. I especially appreciated the video recap of my taxes, which included helpful recommendations for the upcoming year. It provided a clear understanding of the submitted information and its purpose. I will definitely continue using their services!

Cornelia Baker, has been doing our taxes for several years now. She is professional, efficient, and very pleasant to work with. She is competent and knows. Her stuff.

Connie's expertise in handling my business taxes not only saved me thousands of dollars but also provided peace of mind. Her responsiveness and professionalism are commendable, making her someone I trust implicitly with my financial matters. So far, every interaction with Connie has been nothing short of exceptional. Highly recommended for anyone seeking expert tax assistance!

I truly felt the need to come and leave a review but to ensure I had enough time to say exactly what I wanted. We came to Connie's Tax Services very late in the tax season after being turned away from two other places: 1) for having taxes that were too complex and 2) for the other individual not having time to accommodate us so late in the season. From the very beginning of working with Cornelia she was nothing but transparent. She was perfectly clear about expectations, what could be done for us, how they

I have had an excellent experience with Connie?s Tax and Accounting Services. This is the first time I had filed taxes and felt good about it. Around tax season my nerves get unsteady. Connie makes you feel good about filing, she is very professional, knowledgeable of up to date tax laws, and patient. I recommend anyone who is looking for professional service to file their taxes with Connie?s Tax and Accounting Services. Five Star Service!!!!

My experience with Connie?s Tax and Accounting has been exceptional. As a CPA, Connie has sound knowledge and provides detailed explanation of the tax process. She is extremely professional and goes above and beyond to ensure that my taxes are filed quickly and that my data is protected. I am so grateful for her services and wholeheartedly recommend her to anyone with tax and accounting needs. Excellent service!

Connie's Tax & Accounting is extremely knowledgeable and professional! Her firm uses technology to make the process way more efficient! I used her accounting firm for many situations and my experience has been awesome, every time! Her firm makes certain filings are done in accordance with the law. I will continue and use her firm and recommend her services.

Connie is a passionate individual who takes her profession seriously. She is timely and dedicated, but most importantly detail oriented. After launching my business, I was very nervous about filing my taxes on my own. I filed my personal taxes on my own for many years, but did not want to take on the daunting task of figuring out my business taxes. I hired Connie's Tax and Accounting and she went above and beyond to answer all my questions and complete my taxes in a timely manner. Do yourself a favor and hi

I had a great experience filing my tax return with Connie's Tax and Accounting services. Their professionalism, helpfulness, and communication skills were greatly appreciated. Connie was readily available to answer any questions that came up along the way. I highly recommend Connie's Tax and Accounting Services to anyone seeking top-notch accounting services.

Working with Connie was one of the easiest decisions I have ever made. She walked me through everything that was about to happen during our time and answered all of my questions even when it was self explanatory. She is nothing short of amazing and efficient when it comes to her clients and the services she provides. It is safe to say, I?ll be back! You?re next in line.

I have received outstanding professional service from Connie's Tax and Accounting Services. Connie is very detailed and she explains the importance of the decision made in regards to your refund. She is not only a tax preparer...she know the tax laws, and apply it accordingly. As a result you receive the maximum amount of you refund.

I?ve been with Connie for the last two years, and she has made a yearly stressful time the absolute easiest and carefree to process for me. She is quick and efficient and communicates very well if anything else is needed. I can?t thank her enough! Job well done everytime!

I am very satisfied with the service provided by Connie?s Tax and Accounting. Very professional, polite, informative and knowledgeable about what she does. I would recommend her services to anyone looking for a CPA/Tax preparer.

She's the best around very patient, kind, understanding and knows her work very well. She will walk you through the process step by step and answer any questions you may have. She's very trustworthy and not afraid of challenges that are thrown her way!

Connie did our taxes earlier this year, she was knowledgeable and patient and we will definitely give her our business next tax season.

Communication was quick and carefully detailed. Would absolutely always recommend!!

We have been going with Connie for the second year and the services got even better, she not just do our taxes she educates us also.

Very helpful and experienced. Responses and updates were quick. I would definitely recommend if you have tax needs that go beyond the basic filing.

Answers questions and concerns in a timely manner. Works fast. Never had any problems working with Connie

Very knowledgeable, I?m very impressed with your work.

She will go above and beyond, the honest way for you.

The best in town ????

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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