*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.*
801 Toll House Ave STE A2
Frederick, Maryland 21701
Jennifer was awesome! I just moved to the area with a small business and I needed help figuring out how to approach moving it to Maryland. Jennifer walked me through what some of my options would be and clearly outlined which parts were tax related and which parts were legal related. It was easy to understand her recommendations and I?ll definitely be reaching out to her in the future for anything else that arises!
I have been working with Jennifer for the last 5+ years and have had nothing short of an excellent experience. Being a business owner is stressful, so having a CPA whom I can trust to take over one area of my business responsibilities is a game changer! Jennifer is organized and a wonderful person to work with. I have full confidence in her services!
I?m doing my second year cross border (Canada/US) with Jennifer and her talented team. I am very impressed with the platform they use to communicate next steps and deliverables J Allen and Associates also bill fairly, a real benefit!
Tons of knowledge and great systems account for a comprehensive tax experience. I used them for the first time last year and the tech they bring into the process was a little overwhelming at first, but the team got me through it and consistently provided value throughout the year with emails that dropped serious knowledge about governmental changes that will impact me and my financial outlook. Looking forward to another year with Jennifer and her team!
Jennifer did a great job preparing our 2018 personal and business taxes. She seemed very knowledgeable about the tax law changes and took the time to review the materials with me when submitted. We would recommend her services and plan to use her again next year.
I've been very happy with J Allen & Associates since the very first time I used their services years ago. I've recommended them to several friends and family members. Jennifer Allen responds promptly to questions and, as such, has guided me through the financial/tax implications of several life changes -- the unexpected death of a family member and resulting inheritance, selling one house and buying another, adding a dependent to my household, etc. You can be confident in the advice you are getting.
I needed a CPA to answer a few questions about prior-year taxes and financial gifts and was able to schedule an appointment with Jennifer for the week I called. She was amazing, answering my questions in detail and reassuring me over a few issues that were causing me anxiety. Highly professional, competent, and kind to boot. Highly recommended!
I had a wonderful consult with Jennifer and was excited to start working with them. I let them know a couple days later I was ready to do so. I was told I would be onboarded the next week. It's been almost 3 months and not only did I never get anything about being onboarded, but I've gotten no replies to my emails. Very disappointing.
Jennifer and her team have been nothing but prompt, direct and honest. We feel comforted by their attention to details in our tax matters and their straightforward professionalism. After using other firms for tax preparation and financial matters, we highly recommend their services for peace of mind and ease of communication.
I've used J Allen & Associates for business and personal tax returns for years. I appreciate them because they understand I want to focus on my business and don't care to sift through all the minutiae of the accounting world. However, they are willing and patient in explaining what I need to know to make the best decisions. Awesome team!
Emailed and called with a message. It's been over 10 business days and never heard anything back. If they're still open, they must be extremely busy.
Jennifer Allen has done our taxes for a few years now, and I couldn't ask for better service - easy to communicate with, puts IRS regulations in terms a non-CPA can understand and follow, gives sound and helpful advice. Can't go wrong if you're looking for someone to do your taxes for you.
Jennifer and crew were prompt ,thorough and affordable. My first experience with their services won't be my last. I highly recommend J Allen & Associates, without any reservation.
I'm a small business owner, and J Allen & Assoc gives me the best support, advice, and insights I've ever received. I've used several accountants and did not stick with them because they didn't speak to me in a way I felt understand and heard. J Allen & Assoc gets small business
Before I worked with JAllen&Assoc I was involved with a major game player in the area, and swamped with fees, meetings, and phone calls that ate up my time and money. JAllen cut to the quick, gave honest opinions, and basically saved me a bundle in unnecessary fees and expenses. Highly recommended for entrepreneurs and others who are bamboozled by the tax code.
Thanks for all your help with my taxes, Jennifer! Anyone looking for guidance this tax season should set up a call with Jennifer. She is easy to talk to and answers questions honestly and thoroughly.
Five Star... what more can I say? From start to finish Jennifer provided a five star experience. From making an initial appointment to paying attention to details J Allen & Associates is first rate!
Jennifer is a wonderful, kind, and knowledgeable person to work with and I appreciate all of her help. You cannot go wrong with Jennifer.
Jennifer is so knowledgeable and helpful with all things taxes. I've had a great experience working with her and I highly recommend!
Jennifer and her team are excellent. They are responsive to questions and concerns, eager to help and importantly proactive in providing helpful information throughout the year. Highly recommended!
Really appreciate Jennifer and the team at J. Allen! Super thorough, supportive, and capable. Highly recommend!
Jennifer really cares about her clients. I've been having her do my taxes for three years, and I will continue with her. She is working for you all year long, not just for tax season. That is very special in these times.
Jennifer and her team do an excellent job at handling the part of my business that causes the most confusion and anxiety. Very grateful for their professionalism
Jennifer is very knowledgeable and efficient. Keeps her clients informed which is important for decision making. Always available to answer questions.
thank you Jennifer for the kind letter you recently sent your clients. and thank you also for the very professional work ethic you provide in your services. all the best Brian McAdams
I am a new client to the J. Allen firm. My first impression has been very positive. Looking forward to working together!
We have confidence in advice offered by Jennifer and appreciate her efficiency and quick responses. Highly recommended!
Jennifer and Co. have done a fantastic job of submitting my taxes and then bundling a copy for me to keep with my files. Highly recommend.
I am very happy with the service J. Allen has provided me fir several years now. I highly recommend Jennifer!
They are awesome. Absolutely no issue with anything. I wish I would have found them years ago.
I couldn?t be happier with J Allen & Associates! Alway professional and they really care about their clients.
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.