*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*
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.
*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*
*Tip: Organize your documents in advance to save time and ensure accuracy.*
*Note: Preparation helps you make the most of your CPA’s expertise.*
*Note: Every CPA is different — take time to find one who fits your goals and style.*
7770 Grandwind Dr
Lorton, Virginia 22079
Gerald Omari has provided Tax preparation services for me since 2008. Professionally he is SOLID - highly knowledgeable about taxes, extremely detailed and thorough, and gives sound advice. For someone so competent and professional, he is refreshingly personable and a pleasure to work with. He explains clearly what he is doing, why he's doing it, and the outcome or expected outcome of doing it. I have used him for my tax filings since 2008 and will use him for as long as I have to file taxes. I recommend h
I was extremely pleased with Mr. Omari's services. This year I wanted a CPA to complete my taxes due to an audit prior years. Mr. Omari is very knowledgeable and took his time going over this year's (and even took a?look at prior years at no additional cost) return. I plan to stay with Mr. Omari going forward and take advantage of his other services. He is kind, professional, and affordable. He even walked me out to my car as it was late and dark out after completing my taxes! I could not say enough about h
After I moved to VA, I was looking for CPA or Tax preparers and I contacted Gerald. He has been really great ever since. Above and beyond! I was very impressed with his knowledge and service every single time! Mine was very complicated with a new house, new business on top of my full time federal job and military reserve. Also, I have been paying for employment legal fees for years now until my case is completed. He did take his time to explain every single thing I did not know of before. He did educate me
He is the Best!!!! I was growing frustrated with the quality of service I was receiving from a national brand Tax Preparation company my parents and I had been using over the years. Last year when they prepared my taxes and said I was only getting $146 back and charged me $489, I decided to get a second opinion. I came to Gerald Omari, CPA. He was attentive and very thorough and helped me identify various deductions I had forgotten about. I came out much happier. This year I was especially grateful for t
Mr. Omari is a trusted CPA that is knowledgeable about tax laws and the process. I've been a client for years due to his professionalism and willingness to educate his clients. He does his best to get you the maximum money that the IRS owes you. So if you'e looking for a reputable CPA to do your taxes, look no further than Mr. Omari. Keep up the good work Mr. Omari.
This is the second year I have had my taxes prepared by Gerald Omari. This year was complex due to the new tax rules, but Gerald took his time explaining everything to me. He is always very professional and takes his time with each client. I will continue to come to him and he is a trusted and professional CPA.
Gerald Omari is outstanding!!! My previous accountant retired, and I had the worst luck finding another accountant. Then I googled for another CPA and found Gerald Omari. He is very patient, understanding, willing to go above and beyond time constraints to help his customers, and he?s very cordial, which is a godsend in the DC beltway area.
I really do appreciate the time and the great patience Mr. Omari took to explain thing to me while he was preparing my taxes. The first time I met him, I was amazed with his level of experience and knowledge concerning taxes. And he communicate with me every step of the way. This is my 3rd year of using himm and I am very satisfied. I have also tapped on his brain for other financial advice and he was terrific.
When, calling to inquire about my tax help. Mr. Omar was very vague and not helpful with my tax situation. I requested a quote for the tax filling price, and he did not give me a quote at all. I was simply told that it could be any price. Not, sure if he is just about the money, or actually helping people to file their taxes successfully. Needless to say, I chose another tax accountant to handle my business taxes. My new tax guy was very transparent and clear on all aspects of the filing process.
I reached out to Mr. Omari roughly one month before my 2020 taxes were due because I had a difficult tax situation that I needed help navigating. He told me that he was with a client at the moment, but would be happy to work with me and would return my call the following morning. After three days, he hadn?t called back, so I followed up with him via telephone. He again agreed to work with me and said that he would send me a Dropbox link via email so that I could upload my relevant tax documents for his revi
Gerald Omari has been doing our taxes for us for the past 10 years. He?s extremely knowledgeable, professional, thorough and a pleasure to work with. I would highly recommend him.
I keep coming back to the knowledgeable and trusted CPA, Mr. Omari because he does his absolute best to get you the maximum money that the IRS owes you. Give him a try. You will not be disappointed. Keep up the awesome job Mr. Omari.
I am thankful that I did my taxes with Omari he knows well what he does and he helped me understand the errors other tax guys did to me. I will definitely recommend him if you want to have a peace of mind with the IRS. Thanks Omari
I would recommend Gerald for doing your taxes. He answered all my questions and did a good, professional job with my taxes. This is the second year I came back to his business.
Mr Gerald was amazing doing my taxes this year, he explained every detail, I would definitely do my taxes again next year with him
Mr. Gerald is great. No doubt. I?ve been consulting him 3 years in a row and has always come through for me.
GERALD OMARI OFFERS THE BEST SERVICES IN TOWN. VERY KNOWLEDGEABLE AND EXPLAINS EVERYTHING SO YOU CAN UNDERSTAND. I WOULD HIGHLY RECOMMEND HIM.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.