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First Tax & Financial Inc.

First Tax & Financial Inc.

Reviews Summary

Overwhelmingly positive reviews highlight exceptional service, professionalism, and reliability. Many clients praise the team's expertise, responsiveness, and fair pricing, with long-term relationships spanning years. The staff is described as welcoming, thorough, and communicative, offering weekend hours and detailed reviews before submission. A rare negative review mentions an error in tax filing and poor post-service communication, but this is an outlier among widespread satisfaction. Strong recommendations for both personal and business tax needs.

About This Listing

Accounting
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Virtual CFO
Outsourced Accounting
Small Businesses
Individual Taxpayers
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

Accounting
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Virtual CFO
Outsourced Accounting
Small Businesses
Individual Taxpayers
QuickBooks

Contact Information

Address

9411 Main St #103

Manassas, Virginia 20110

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

The accountant put incorrect information into the tax system and submit to IRS. The tax information provided to the company accountant was entered incorrectly. They don't provide you a copy to review before submitting to IRS. Once it is submitted then you get your taxes copy and you find out that there were mistakes by accountant even though they are paid to do correct taxes. When you try to reach out to them, no response because the accountant@first-tax.net already collected the money.

The team at First Tax & Financial is excellent- my husband and I have been working with them for a few years now and are never disappointed. They are always professional, courteous and most importantly reliable. We wouldn?t trust anyone else with our finances!

Ive been doing my taxes and getting tax advices here for a while now. The staff is very professional and very accessible. Response time is really great and they have some weekend hours as well. They care about you as a client and would explain to you all the details on what you are unsure of without any hesitation. They also have a final verbal review of your tax return before submitting it so that you know what you are signing for. Clear communicators, fast response time and very welcoming and efficient s

First Tax and Financial are an awesome Tax and Accounting Firm. Raja and Amer are both very knowledgeable and helpful when it comes to taxes and financial services. I am so glad I found them to work with. I would recommend anyone to come see them for their Tax or Financial needs. They have weekend hours during tax season and are very fair with their prices. Much better then other Tax Firms around.

My husband and I have been dropping off our taxes here for as long as we?ve been married (13 years), and his parents have been with this agency at least 10 additional years beyond that. We always feel confident and secure with our return, and it?s always done in a timely fashion. The staff is very welcoming and professional.

First Tax is a rare find as it comes to CPA's. I have known Raja and Anita for years and they have helped me with accounting and tax services that no other company in the area would help with. Along with that, they have great personal touches and are a pleasure to talk with. I have gotten so much help over the years and it keeps my business running smooth. All of this and their prices are phenomenal. I have referred many to them and will continue to do so. Thank you First Tax & Financial!

I switched to First Tax and Financial around 5 years ago. I use them for my personal and company's tax returns. They have been amazing to work with over the years. Great communication and customer service.

My companies and I have worked with First Tax & Financial for several years, and are consistently impressed with the quality of work and the hands on nature of the operation. Would highly recommend, for both personal and business needs!

Amer, Anita and the entire team were extremely helpful throughout the entire process. We are very satisfied in our decision to work with First Tax and would recommend them to anyone looking for accounting/tax filing services.

Been using this group for 5 years for business and personal taxes. Always did a great job and fast to respond to any questions. Cant recommend them enough.

Can't say enough good things about them. Very professional and knowledgeable advisors.

Really great service ! Always been very helpful to me????????

The best. Need I say more

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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