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Poole Accounting

Poole Accounting

Reviews Summary

The reviews consistently highlight exceptional service, deep expertise, and clear communication. Customers praise the team's responsiveness, professionalism, and ability to handle complex tax situations with ease. Many appreciate the fair pricing, proactive approach, and personalized attention, often recommending the firm highly. The overall sentiment reflects trust, satisfaction, and long-term loyalty, with repeated mentions of the team's knowledge, efficiency, and dedication to client needs.

About This Listing

Accounting
Audit
Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
Non-profits
QuickBooks
Internal Controls
State-Specific Experience
Local Tax Credits

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

Accounting
Audit
Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
Non-profits
QuickBooks
Internal Controls
State-Specific Experience
Local Tax Credits

Contact Information

Address

34 Defense St #200

Annapolis, Maryland 21401

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 8AM-6:30PM
Tuesday 8AM-6:30PM
Wednesday 8AM-6:30PM
Thursday 8AM-6:30PM
Friday Closed
Saturday Closed

Customer Reviews

Wish I had found Justin earlier. He is a great guy, extremely knowledgeable and patient, and I would be a lot worse off financially if I kept doing my own taxes! Highly recommended!

Justin is an exceptional CPA who consistently goes above and beyond for me and his clients. I have used his services professionally and have referred many his way. Justin's deep expertise in accounting combined with his ability to explain complex financial matters in clear, understandable terms has been invaluable for my business. Beyond his technical skills, Justin is incredibly responsive and proactive. I highly recommend Justin to anyone seeking a dedicated, knowledgeable, and professional accountant.

I'm just going to start off saying that I hire a lot of professionals for services expecting them to be the expert in their field and to do the job correctly the 1st time hired and usually end up feeling unsatisfied with what they deliver. Justin and his team are spectacular, I have no complaints whatsoever! I love that when I call their office during their hours, someone actually answers the phone instead of having to leave messages or play phone tag all day. Even if I can't get an answer to my questions

Justin, Craig and his team are the best. I had some unique, complicated business and personal tax return needs (multi-state, multi partners), and Justin did a great job. He researched and did his due-diligence on recent tax law changes and really went above and beyond. Very grateful to have an accounting team I can trust!

Hands down the best CPA in the business. I have had Justin do my taxes for the past two years and each time he had been a savior. I once tried to do them myself and it was awful! I move constantly for my job, so tax season is always a nightmare for me. I would HIGHLY recommend having Poole Accounting do your taxes. This office will now be the only people doing my taxes or any finical business here on out.

Mr. Poole is an excellent accountant. I came to him with a very unique tax situation that all the other snobby Annapolis tax specialists turned me down for. He was more than helpful and got me taken care of in a quick professional manor at a very fair price. I will be using him as long as he's around and highly recommend his services. I'll be referring all my friends and family as well.

I have used Poole accounting for 8 years and every year am impressed and treated with the most responsive service I have ever experience in the tax field. Throughout the year they answer my tax questions promptly and in detail. They have been fantastic for all of my families needs couldn't recommend more!

I absolutely cannot say enough good things about Poole Accounting! Justin and Lorelei especially. Amazing service, informative, professional and amazing quality. I will use them forever!!!

Second year coming to Poole accounting for my taxes. They are organized and competent! Everything went smoothly with them and they are fairly priced!

A great group of people to work with. Justin truly understands the complexities and needs of a small business owner. Highly recommended!

Justin did a fantastic job on some tax issues I had. Thanks for the great job!

Phenomenal service from the whole team. Justin is so knowledgeable and good at what he does.

Always fast, friendly and knowledgeable! Highly recommend for tax services.

Great service, very helpful and reasonably priced. I would use them again

BEST ACCOUNTING FIRM IN MARYLAND

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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