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Marshall and Reumont CPAs

Marshall and Reumont CPAs

Reviews Summary

Overwhelmingly positive reviews highlight exceptional service, expertise, and responsiveness at reasonable prices. Many clients praise the team's professionalism, trustworthiness, and long-term satisfaction, with several mentioning decade-long relationships. A few negative experiences cite poor support or communication issues, but these are rare compared to the frequent commendations for thorough explanations, timely assistance, and strong tax preparation skills. The firm is consistently recommended for its personable approach and reliable accounting solutions.

About This Listing

Bookkeeping
Accounting
Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Virtual CFO
Outsourced Accounting
Small Businesses
Startups
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
Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Virtual CFO
Outsourced Accounting
Small Businesses
Startups
QuickBooks

Contact Information

Address

12200 Tech Rd Suite 325

Silver Spring, Maryland 20904

Visit Website Call Now Get Directions

Hours

Monday 8:30AM-5PM
Tuesday 8:30AM-5PM
Wednesday 8:30AM-5PM
Thursday 8:30AM-5PM
Friday 8:30AM-5PM
Saturday Closed
Sunday Closed

Customer Reviews

I can't say enough about this firm. James did my fathers taxes for the past few years and the family Trust taxes the year after he passed away. He was always quick to answer any questions my family had and spend enough time explaining things and made sure we fully understood everything. The tax turn around time from the time I gave him all the necessary forms till I received the completed tax forms was super fast! It's so nice to have your taxes in someone's hands who you fully trust to get it right and han

James Marshall spoke with me on the phone for a lil over 1hr explaining general business tax planning- no charge! I called 5 other tax offices before reaching him & not one of them would discuss general planning without a consult fee ($85 & up) & I was quickly dismissed by 2 of them. Perhaps because I'm in the planning stages they couldn't see how to make $. However, I think James sensed what I needed as a new business owner (not yet fully operational) & he took time to explain my options & next steps. So

We've been working with Dave and his team since 2007 and we have never been disappointed. Prior to 2007 I always did my own tax returns, but that year we had a more difficult return which I felt required more profession help. My plan was to make this a one-time event, and that I would again return to doing my taxes myself - but that experience changed my mind. Everyone, from Dave, his wife, son, Mari and the rest of the team at Reumont have always been friendly, helpful, responsive, and most importantly ex

We received poor support from Marshall and Reumont in 2024. We've moved to another accounting firm.

A TOP NOTCH TEAM, with big accounting firm knowledge & skills, but at a REASONABLE price. The accountants and their team are personable & non-pretentious about returning calls in a timely manner. The firm and their team are excellent at utilizing the most updated technology to keep your information ENCRYPED & PROTECTED from the many thieves out there searching for your valuable info. I have been utilizing their services for three years now and I would HIGHLY RECOMMEND them any and every day of the week! #B

The Reumont's have always been a great fit for my husband and I. When our financial life got complicated enough we decided we needed a CPA. I did a basic google search and picked them because I liked the picture of them on their website. Rocket science, I know. We lucked out though because we have worked with them for 5 years now and they consistently provide a professional experience with excellent customer service. We have had good years and bad when it comes to our taxes, but no matter what we have

I have been a Reumont CPA client for more then 12 year. The staff members are great, always helpful and willing to answer any questions you have regarding the tax process. I have referred their services to family and friends because of the dedication and commitment they provide, great service, good people. Thank you

Very efficient and professional. Responds promptly to my questions. Reasonably priced. Have worked with them for almost ten years and have always been very pleased with their service.

Samba is very attentive and gives good solid advice, the entire team is pleasant, we've used them for 7 years.

Knowledgeable, professional, and responsive at a reasonable price. I highly recommend them and am grateful that my taxes are done correctly!

they put you on hold and then wait for the system to hang up on you LoL

Have been using them for years they do great work highly recommended ??

My absolute go-to CPA for years!!! Expertise and service is next level.

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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