*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.*
4500 East-West Hwy #710
Bethesda, Maryland 20814
I have done my own taxes for the last 12 years. However, this was the first year I decided to let someone else do them for me since we had another child, had supplemental income from my wife, and bought a new house. I couldn't be happier with the results from Goldin Group. They saved me so much money by reviewing my documents meticulously and finding deductions that I would have not found myself. Golding Group also showed me how to adjust my payroll withholding to get more money back each week instead o
We contacted the Goldin Group because we were in the process of starting our business and needed some sound, professional financial advice. The CPA firm was recommended by a colleague and we have found them to be very helpful. They not only helped us free up our time so that we could focus on our core business, they also gave us some peace of mind and eased our concerns about taxes, bookkeeping and other financial matters. Whenever we have a question they always return our calls promptly; they never lea
For the past 10 years, my family has been using someone that my husband has known for years. All was well (though a bit inconvenient because we had to drive quite a distance to drop off our papers to his house), until in recent years, mistakes were made that affected us terribly! With the Goldin Group, it has been such a hassle free experience and most of all stress free. We don't have to drive anywhere to drop off papers, since all documents are scanned through a secure portal, and should any questions a
As head of a growing business, I put our trust in Goldin Group . They're not just our accountant; they're a valuable partner---our outside CFO. Javier Goldin and his team go to great lengths to make sure they understand our company's needs. Their work goes well beyond tax time. They track our day-to-day financials, handle our payroll, and most of all, they help chart our secure financial direction. Accurate, responsive and professional, I'm proud to recommend the Goldin Group.
Tax day- one of the things we don't look forward to! Unless we r getting a big fat refund i.e.! Having filed independently before, I heard of the Goldin Group's tax services and that they make good preps yielding better refunds.I looked up online and was impressed by the gamut of services and options they offered. I set up an appointment over a GoTo meeting (online) and in under an hour,they made their estimates for my visa status. Not only that, they made sure they answered all my queries to my best under
Having recently graduated college, I have consequently fallen out of the "Dad will do my taxes" umbrella. While I did not use this group specifically to do my taxes (I did them myself!), their website was tremendously helpful in figuring out what I needed to do as far as filing, deductions, and figuring out how my 401 (k) and IRA fit into everything. I never knew how much of a pain filing my tax information was, but Goldin Group definitely made it a whole lot easier. On their website, they not only allow y
Our company has been associated with Goldin Group for a number of years. They are so much more than a year-end CPA firm; they are business advisors who are with you all year long. With their high level of integrity and vast knowledge, we recommend them without hesitation solid, professional service.
As a freelancer, there really isn't any program for retirement. As I approached 40, then passed it and moved on to 45, I started to sweat a little. Retirement age was closing in, fast and furious, and I was ill prepared. I happened upon The Golden Group purely by chance. I overhead a satisfied customer talking about them on the Metro and I decided to do a little research. I was please with what I found and decided to give them a shot. These folks are professional, knowledgeable and friendly. They set me up
As a sole member LLC, I was looking for a company that was extremely knowledgeable, attentive to my personal needs, and affordable for a small business. I found exactly what I was looking for with Goldin Group. The staff was professional and courteous, answered all my questions, understood my concerns, and guided me through the process of getting my books done correctly. They would be a boon to any small business navigating their finances correctly and efficiently.
Hello I just wanted to thank Javier and his staff for helping me out of a nightmare situation I was faced with in 2012 and 2013. When I had all but given up hope as a result of dealing with incompetent CPA's I was recommended to the Goldin Group and they took on the daunting task of resolving my huge IRS problem. They were informative and professional and have consistently offered exemplary services for others I referred them too. I can't express my thanks enough, and I would definitely recommend them fo
I was late filing my taxes, and I was super stressed about what to do. I had a complicated return to file, with multiple 1099's, a bunch of deductions and I was totally flummoxed about what to do. Then I talked to Javier and he told me exactly what I needed to do to comply with the law without getting into trouble. I've talked to CPAs in the past and it was like they were speaking another language. Javier broke it down simply so I was able to get my taxes done and now that weight is lifted.
A great group and always give you the personal attention you may need. We are very happy with the service & recommend them to everyone.
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.