JV Tax & Accounting Services, LLC

JV Tax & Accounting Services, LLC

Reviews Summary

The overwhelming consensus is highly positive, with most reviewers praising the professionalism, expertise, and clarity of the tax services. Many highlight the thorough explanations, patience, and personalized attention received, making complex tax matters understandable. Several mention long-term satisfaction and trust, emphasizing the team's kindness, transparency, and willingness to go above and beyond. A single negative review cites unprofessional behavior and unexpected fees, but this is an outlier among the widespread acclaim for the service quality and staff demeanor.

About This Listing

Bookkeeping
Accounting
Audit
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Financial Advisory
Small Businesses
Individual Taxpayers
QuickBooks
Multi-state Experience
Local Tax Credits
Bilingual Services

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
Audit
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Financial Advisory
Small Businesses
Individual Taxpayers
QuickBooks
Multi-state Experience
Local Tax Credits
Bilingual Services

Contact Information

Address

11510 Georgia Ave # 225

Wheaton, Maryland 20902

Hours

Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday 9AM-5PM
Sunday Closed

Customer Reviews

I cannot recommend JV Tax & Accounting Services enough! J. Vargas and everyone on his team are highly skilled and with a top level of professionalism. They helped us after we found out our former manager made so many mistakes. They did it fast. Solved all of our issues. They really care about their clients. You can see that from day one.They are the best.

I tried doing my taxes myself on TurboTax this year and almost messed everything up. I had income scattered everywhere?from different jobs, investments, you name it?and it got confusing fast. JV Tax Accounting in Wheaton completely saved me. They took the time to go through everything carefully, found deductions I didn?t even know about, and somehow turned it from me owing money into actually getting a refund. Super professional, super easy to work with. I?m definitely coming back next year.

This was my first time having my personal taxes done by a professional, and it was worth it. Jimmy carefully walked me through my tax filing, breaking all the details down, and answered all my questions. It gives me peace of mind knowing my taxes are being done correctly, and now, I have an even bettering understand of it, thanks to Jimmy and his team! I would highly recommend JV Taxes, and I already plan to come to them for next year?s tax season.

Highly recommend filing with JV Tax. Last year my state taxes were not filed correctly using an internet service so we decided to use JV tax services this year. It was really easy to find an appointment, the office staff are really nice and knowledgeable, and Jimmy explained everything to us before filing. We will be using this service again next year!

I don?t have enough kind words for JV Tax, especially Jimmy. He helped me in every way possible when I was really lost. All my needs were met and he went above and BEYOND to help me! I felt safe asking questions and felt like he genuinely cared. The front desk girls and rest of the staff are so sweet and caring making this entire experience top notch. Thank you all so much for making the hard things in life just a little easier ??

I had a terrific experience with JV Tax! They were quick and efficient and talked me through every step of the return. Jimmy and Stefannie were a pleasure to work with. I highly recommend!

This company made tax season a breeze. They were professional, efficient, and explained everything clearly. I really appreciated their attention to detail and quick communication. Highly recommend and will definitely use them again next year!

First thing that happened is I called to make an appointment and was given a time and just needed to confirm with my other party if they can make it at that time, call the other party on three-way to make it immediate and came back from three-way on hold with music so loud I couldn't hear the other person so I had to hang up. Then I was told that the appointment was already given up and I had to take an appointment on a different day for a time that was inconvenient. Then I was asked for a $200 deposit for

The JV Tax team is fantastic! They have helped us out with our taxes in terms of business and our own personal taxes for many years. We highly recommend their services, as they have helped us out, Precise Carpenter LLC.

JV tax services are absolutely amazing! They are extremely helpful, knowledgeable, supportive, and professional! Been coming to Jimmy for several years and wouldn?t change a thing!

Come to JV Tax Accounting Services to do your taxes! Their office is easy to find; located on the second floor of the building, to your right once you step out of the elevator. The staff is very friendly, patient, and speak both English and Spanish. You can stop by with the necessary documentation to request their services and set up an appointment to come back to review your taxes before it is submitted. There is a retainer/deposit fee of $100 or $200 which you can pay then, or pay the full amount when you

Wonderful accountants! Super helpful in understanding all the issues of having my own business. They?ve saved me money and made managing everything so much easier.

They are very professional and accommodating. I?ve had bad experiences with accountants in the past, but my experience with this JV Tax & Accounting Services has been very good overall, and I recommend them to anyone who needs help with their personal and business taxes.

It's been a long time I'm connected with JV tax. Amazing trustworthy service. Mr. Jimmy and his staff are so cooperative. Resealable price.

I had a very frustrating experience with this company. I never received my refund so I reached out back in June with specific concerns regarding my tax filing, only to feel completely ignored. Despite my efforts to communicate, my inquiries were not taken seriously. I called the IRS to ask about my taxes and they advised that my taxes were never filed. Their lack of attention to detail and customer care is unacceptable. It?s disappointing to see such poor service, especially when it comes to something as i

Fantastic experience working with Jimmy and his staff. Jimmy is knowledgeable, professional, and patient. He takes the time to get to know his clients needs and explains the details of their particular situation. This is exactly what I needed in starting up my small business and I am so happy that I found JV Tax & Accounting Services.

Smooth process and our accountant mr. Vargas was able to help us sort through our income tax return.

I recently had the opportunity to work with JV Taxes for my tax filing needs, and I am thoroughly very satisfied with their service. As a mother of three and a full-time employee, finding time to do my taxes can be quite challenging. However, thanks to the online services provided by JV Taxes, the process was incredibly convenient for me. Being able to handle my taxes entirely online was a game-changer. I could easily upload my documents, communicate with the team, and review my filings whenever it suited

Excellent service. Jimmy and his team is always ready to assist you. Very honest, clear, respectful and kind. Jimmy tiene muy buen conocimiento y excelente equipo. I recommend Jimmy and his team.

Mr. Jimmy, is great to work with, he goes above and beyond to help explain any questions or issues. He is so patient and very knowledgeable JV Tax & Accounting Services has exceeded my expectations in all aspects. Nancy is incredibly efficient, You guys have a gem for sure! Thanks. The whole staff is great, nice and knowledgeable people. I highly recommend them!

First time client filing my taxes and they did a great job!

Looking for reliable, expert tax solutions in the DMV? Look no further ? Jimmy is here to make tax season a breeze! With years of experience and a dedication to personalized service, Jimmy ensures every deduction is maximized and every detail is handled with precision. No matter if you?re filing as an individual or a business, Jimmy?s meticulous approach transforms a usually stressful time into a smooth process, leaving you with more time to focus on what truly matters.

I am with J V with last 7 year, I am so happy with his work I recommend plz visit to J V tax for you tax

Jimmy and his team are great. Very quick, very knowledgeable, very convenient.

I can recommend their services. Jimmy explains everything in an understandable way.

Grateful for the great and prompt services provided! I've been coming here for years and I couldn't be more pleased with the careful assistance provided to me as a client. Extremely professional staff overall, Stephanie is the best at the front desk, and Claudia + Jimmy are top tier individuals with credibility and professionalism.

We have found JV Tax and Accounting Services staff all so easy to talk to and incredibly knowledgeable. We would not hesitate to recommend their services. You can tell Jimmy and his team really care, they go above and beyond to look after their clients. They are quick to respond and no question is too small for them.

Working with Jimmy is great! He?s very knowledgeable, provides great recommendations and speaks plainly about best practices. The JV Team is very friendly and makes the whole process seamless.

As soon as I walked into the office Mr. Vargas and his staff welcomed me in with a smile and were super helpful. There was also a nice waiting room with Coffee and Tea. When it came time to completely my taxes Mr Vargas was super knowledgeable, honest, trustworthy, transparent and patient with me. I asked him a ton of questions and he answered them one by one in detail in a way I could truly understand. I would 100% recommend JV Tax and Accounting Services to all my friends and family and will definitely b

My husband and I had a wonderful experience working with Jimmy Vargas to complete our taxes. My husband has been coming here since 2018 but this was my first time. He was very kind and easy to work with. He even gave us a gift to congratulate us on our new marriage. The front desk staff are also very personable and helpful.

I looked online for someone who could do my taxes and I found that JV Tax has very complete and convincing information on their website, so I decided to make an appointment. I had an interview with Mr. Jimmi Vargas and found him to be a very professional, expert, honest, a person with empathy and kindness. He reviewed my documents and explained to me very well how this tax process was going to be, and he gave me confidence that everything was going to be well. Ms. Claudia shared her experience and I found h

I'm new to Maryland and I just googled for an accounting service to help me with a unique tax issue I was having. Thankfully I was pointed towards JV Tax and Accounting Services. They helped me get to the bottom of my very particular tax issue I had this year. Mr. Vargas spent the time to explain everything in detail and also gave me various avenues to resolve everything. I'll definitely be using JV Tax again next year. Thanks again to the entire team! Well done!

In my quest for a CPA and accounting firm, I sought not only profound expertise in business accounting but also a partner that valued communication and responsiveness. This search concluded when I discovered Jimmy and the team at JV Accounting Services. They were instrumental in guiding my business's transition from an LLC to an S-Corp. Their command over both the technical aspects of accounting and tax law, coupled with a keen sensitivity to the specific needs of my situation, resulted in a customized str

JV Tax & Accounting Services provided me with professional, timely and affordable tax services. JV completed multiple complex returns with ease and kept me informed throughout the process. I will use them again every year.

I am so happy to have JV Tax as my personal accountant for the past 3 yrs and now my business account. They have really helped me organize my business from a number aspect which is a big relief for this new business owner. I highly recommend this team .

Very professional!!! I've been coming here for the last 6 years and I would not do it any other way. Jimmy makes me feel very confortable by telling me the new rules and what not to do so I don't regret it later. I highly recommend you listening to his show on AM 900 for advise on tax matters.

In the years we have used JV Tax we have expected and received quality service. Staff is very responsive when there have been questions and accommodations have been made when needed for filing tax returns. I highly recommend this company based on my experience with them.

Honestly, the best tax accountant team in the area. I have a business and JV tax and his team takes care of many aspects of my company. I couldn?t be any happier, pleased and grateful with their service. They are professional, knowledgeable and straightforward. Do yourself a favor and hire them for your tax service needs.

So, I just got my taxes sorted out at JV Accounting, and I've gotta give them props! Walking in, they were super friendly and made the whole process feel less daunting. These guys know their stuff, seriously. They took the time to break down all the tax jargon for me, making sure I understood what was going on. Plus, they didn't miss a beat when it came to finding every possible deduction and credit to boost my refund. And let me tell you, their vibe was chill yet professional, which made the whole experien

JV Tax & Accounting Services has been very cooperative and professional. They communicated everything very well throughout the process. I highly recommend

I feel really satisfied with the services that JV Tax & Accounting Services has been providing me for the last years. I am glad to leave such an important task as my taxes to the team members of JV Tax & Accounting Services because they are trained and experienced and overall very professional with their job.

I want to start off by saying Jimmy Vargas is a very nice guy. I had a appointment with him today to help me open a business account and to help me with my taxes he will go above and beyond and go out of his way to help you with any questions you may have. He will explain the pro and cons of opening a business and I will be coming back I recommend him to anyone if they?re new to doing tax or not he is the best person to get help from.

me and my dad have a small business and Mr. Jimmy Vargas helped us in the past 5 years. We have had a wonderful experience working with JV tax and his team highly recommend them.

Great experience with Jimmy Vargas and his staff!

It was great hiring Jimmy Vargas to help me with my previous year IRS audit. He was very patient on explaining the process and very knowledgeable on the subject. Would recommend his services to anyone!

The service was great!!!! I recommend JV Tax service

What a great experience we had. Mr. Jimmy was very helpful and knowledgeable. Also everyone at front desk who helped us. He gave us the best advice of what we need to do in every aspect. And will be using his services from now on. We really appreciate it and highly recommend his services. 10/10

Very professional and knowledgeable. They explain to you all the difficult wording and concepts. I will recommend them.

They were all so great, I would give more stars if I could! We had a real financial mess that we came to JV with and they were patient and extremely helpful. Moving forward we will be coming to them for all our financial help. We highly recommend them.

Mr. Vargas did a great job breaking down all the information. He took his time explaining all the intricacies when filing both personal and business taxes. I highly recommend JV Tax Accounting Services.

I always have a good experience at JV TAX. I've had my taxes done by them for the past 7 years. I know that I can trust them and have full confidence that my taxes are done right each and every time. They also provide appointments through zoom which is super convenient to those of us who are always on the move and do not have time to meet in person. I can't recommend them more.

Thank you once again to Jimmy Vargas and his great team! After many years they have never disappointed me. I will always recommend them to friends and family.

The service that JV Tax & Accounting Services LLC has offered us has been excellent and of quality for several consecutive years, since with their support and guidance we have obtained the financial solutions we need. In addition, we have also received excellent attention from a team of very professional people who are willing to answer our questions at any time.

JV Tax & accounting services give great service. They are always prepare anyone walking through their door. Highly recommend for any tax and accounting services in the area.

I really appreciate the help that JV Tax & Accounting Services has provided me. I recommend them to anyone who is looking for help doing their taxes. I had initially gone to a person who was a "fraudulent tax representative" and JV Tax helped get me out of this situation. I am so thankful for them! - Hilda Hernandez Ahmed

Thank you for always answer our questions and take your time to let us know what is the best way to prepare our taxes. You are a very organized and assertive company. You have been our trusted accountant for more than 10 years.

JV Tax is great! Highly recommended. Very professionals and high quality service. Front desk is more than amicable and every department makes you feel welcomed!

Amazing service, I came here to open a new business. Jimmy went above and beyond he answered all my questions and suggested the best option for me. I really recommend JV tax and accounting services.

As an administrator for many small businesses, Jimmy and his team have proved to be an outstanding firm. JV Tax's office team and leaders will provide you with results and answers. They are super responsive and professional. I've been amazed at the dedication the team takes to educate their clients, even I. With great appreciation, our team will continue to use J&V Tax. Thank you!!!!

JV Tax and Accounting Services is amazing! I met Jimmy Vargas in 2018 for my tax preparations and I have been so impressed with his expertise, professionalism, knowledge of IRS and stste rules, availability, kindness and patience as well as Claudia Vargas ever since. Their staff is the best! They are helpful and so nice. You will be in good hands with JV Tax and Accointing.

I am really disappointed of this company. Terrible service! I want to express my fustation! I desired to close my account with them beacuse the lock of professional and then they charge me $800 to close my account and If did not pay it, they said to me that they will retain my company information. This is unbelievable! In addition, Jimmy Vargas call me derailed in at meeting in front of his employees because I did not response his team emails couple times. Wow! Very unprofessional and disrespectful. I have

Highly recommend JV Tax, they have been doing our taxes for years and I have never had an issue. Staff is very professional and friendly and Mr. Vargas is a true professional and takes his time to explain any answers that you may have. Awesome experience.

JV Tax Accounting LLC and all its staff are extremely profesional and are great at getting onto the task at hand, they?re also very hospitable and welcoming. The owner Jimmy Vargas is an honest man, always making sure that you know what?s happening step by step. He?s always very transparent with how he handles your taxes. We are very pleased and thankful with JV Tax Accounting for the effort they put into our accounting. Thank you Jimmy Vargas and Co.

Called to setup a meeting for my businesses to learn about their services and they wanted money to meet with them for the first meeting! That?s outrageous. Lawyers don?t even charge for the first meeting. I?m thinking of paying them hundreds if not thousands of my money a month to manage my businesses and the first chance they take with me is to take money. (They responded below so this next comment is a comment about their comment) I did not misunderstand. It?s obvious I got it correctly by paying a fee, r

Jimmy and his whole team gave me an excellent service. I felt welcomed right from the time I walked through the door until my taxes were completed. Thank you so very much JV TAX Accounting Services!

Excellent customer service, knowledgeable and professional. I have found your company to be very professional.

I have been a very happy customer for 3 years with JV Tax. They are always professional, timely, and helpful?appreciate the team being so consistent and I trust them with making my annual tax process so easy and accurate! Looking forward to next year.

JV Tax is highly recommended. They are professional, courteous, and quickly solve any problems or questions we have. They help us run our business, and Save us money with their services. Contact them today, and they will help you run your business more proficiently. Thank you to everyone at JV Tax & Accounting Services Sincerely, Mark Matolak - March 15, 2023

As a new business owner, they have helped me each step of the way to ensure my businesses bookkeeping and payroll is organized and maintained. Highly reccomend them!

My taxes from last year were not done correctly. I came here for the new tax year and they called it out and explained everything that was wrong. They corrected it and explained everything to me perfectly. Jimmy is great at what he does and his staff are great and professional. I highly recommend coming here for tax services.

very efficient and speedy love using them

My partner and I are in the first year of running a small business. JV Tax has been amazing in helping us get prepared to and feel confident in filing our taxes. Highly recommend.

Our experience at JV tax & Accounting services was professional and relatively quick. After dropping off our forms initially, we came in for a final look at our forms and Jimmy explained our forms to us in a final consultation. Will be coming back in the future for pain free taxes.

My family has been coming to JV Tax & Accounting Services, LLC for years! We are so grateful to work with such a fantastic team.

Very efficient and great services.

Great efficient experience! And we liked how Jimmy educated us on what we can and cannot claim. We will come back next year. Thank you!!!

Very convenient (block away from me!), but even if you're not in Wheaton they can take care of you by email. Great team, easy to work with, very knowledgeable.

Great tax services! The best experience we had in years. Takes time to explain in detail and answer all questions.

We have been using the services to report our taxes for more than ten years, thank you for your professionalism , We recommend them to the Hispanic community and in general for their professionalism, Gracias Jimmy y Claudia. A la comunidad hispana y en general se los recomendamos por su profesionalismo

Jv Tax & Accounting services I highly recommend , they're professional and quick solve any problem or question we have. They help us with our business to save time and money with their services, iam very gratefull to Jimmy & his workers who are very kind ?? Portillo Paving and Concrete LLC

Jimmy Vargas is the best!!! His service is fast, accurate and without compare. We have used JV TAX & ACCOUNTING SERVICES For Seven years! Always accurate!

Always a great experience doing my taxes with Jimmy. He breaks down everything in full detail. Always answers your questions and doesn?t rush to get you out. Highly recommended

From the very moment you walk in the level of professionalism is seen. Jimmy and all his staff are wonderful and you can tell that customer satisfaction is their #1 priority.

Very experienced team with customer services.

Everyone is professional and so nice to work with. Would highly recommend JV Tax services!

JvTax helped me and my ex work through our business tax issues and kept our personal tax returns separate and confidential. Nothing but professional intelligent service!! Thank you so much! Use these guys! Gracias por todo!

Great service! J. V Tax take their time and go with you throughout all the tax process and gives you good advice!

Jimmy was very helpful with filing taxes this year! Was a quick easy process and reasonably priced as well. Recommend to anyone looking for an accountant or someone to help file their taxes!

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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