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JBA CPA LLC

JBA CPA LLC

Reviews Summary

Overall, the reviews highlight exceptional service with most praising the accountant's expertise, responsiveness, and ability to simplify complex financial matters. Many appreciate his thoroughness, attention to detail, and proactive communication, noting his effectiveness in maximizing tax efficiency and improving business operations. A few mention his friendly demeanor and reliability. However, one review expressed disappointment with missed appointments and unmet expectations compared to previous experiences. The overwhelming majority recommend his services highly, valuing his knowledge, professionalism, and client-focused approach.

About This Listing

Bookkeeping
Accounting
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
Mid-size Businesses
High-net-worth Individuals
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
Accounting
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
Mid-size Businesses
High-net-worth Individuals
QuickBooks

Contact Information

Address

4940 Brandywine St NW

Washington, District of Columbia 20016

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

Mr. Alley has been my accountant for several years, and his expertise is exceptional. His thoroughness and meticulous attention to detail are unparalleled. Despite my careful accounting practices, Jim consistently identifies opportunities to enhance my business. I highly recommend his services.

I was thoroughly underwhelmed. After being with a very bright, super-quick, superstar CPA for over 10 years in NYC, we moved to DC and were looking for a replacement. The good reviews led us to Jim Alley, but I must say they did not equal our experience. He MISSED our first teleconference appointment (great first impression), just literally did not show up. When I called him, it was clear he was out and he had forgotten, he said he?d reschedule. I've never had a business miss a call, especially without it

Jim is a lifesaver. He's helped me clean up my books, organize myself around what's going on with my finances, and can answer all the random questions I throw his way. What's more, he's a joy to talk with. Jim is one of those rare experts who is able to take complex, technical topics and translate them into language I understand so I feel empowered about my business and the decisions I'm making. Working with Jim has enabled me to achieve a financial cushion, stability, support - and relief. I could not reco

Jim is responsive to my phone calls, he offers solutions, he explains what he is looking for that may help and he announces to me upcoming changes that may affect me or my returns. Jim is current on accounting technology, he has helped me find and fix errors in quickbooks online remotely and his use of a digital server to share files makes documentation, records verification and just feeling really good about where my business stands. When I first met Jim he offered to stop by my office and we met to just

We really appreciate Jim Alley CPA! He is capable, knowledgeable, patient, responsive and truly helpful. He is prompt and efficient. He keeps us informed and has excellent communication skills. We feel blessed with Jim as our CPA for several projects!

Jim is a smart, diligent accountant who is thorough and solution driven. He finds ways to maximize what you keep from your earnings by thinking out of the box and structure your firm in the most tax efficient way. I would recommend him to all my dentist friends.

Jim is a trusted friend and an amazing CPA, who I have worked with for many years. He is an asset to any organization and I count him among a select few of truly trusted advisors.

Very responsive, forward thinking, understands taxes and business owners? concerns, prompt, dependable, responsible, easy to talk to, committed to customer delight, Jim Alley CPA is a real blessing!

Great accountancy and tax services for small businesses. Very pleased.

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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