*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.*
4872 Montgomery Rd suite b-1
Ellicott City, Maryland 21043
Robert E Grant & Associates, LLC are simply the best!! My wife and I have been using Bob and his team for years for our personal and business tax returns. Bob is great to work with and gives us the piece of mind knowing that our tax returns are being done accurately each and every year.
Robert E Grant & Associates, LLC, Diversified Financial Services, is where I take my tax papers to be finalized in Ellicott City, Md. Mr. Grant, President, has prepared my taxes for two years' now. He is always pleasant, very efficient, thorough and extremely accurate with attention to detail in every aspect of the services he offers. He takes time to answer any questions you may have and explains even the most difficult tax changes & rules in a manner that anyone can understand. I highly recommend
Mr. Grant has been preparing my personal and business tax filings for two decades. He is honest, personable, and efficient. From year-to-year, he recalls even the smallest aspects of my Virginia business details. His advice is always based on the legal and ethical standards that I hold dear. I confidently recommend Robert Grant & Associates.
Robert Grant has been doing our taxes for many years and we are extremely satisfied with his work. He is very competent and fast and we have nothing but compliments. He always answers our questions and is ready to help, which we really appreciate.
We have used Robert Grant & Associates for our taxes for more than 10 years. Always a great experience. Bob uses his expertise to get you every benefit possible on your taxes. Highly recommended!
Robert Grant is Awesome! I had a tough tax situation that I thought would stump most accountants. Bob was able to help me understand my circumstances and helped put my situation into perspective. He is extremely knowledgeable, friendly and very reasonable with pricing! Most of all, he is an honorable man and talks to you with all the respect in the world. I would recommend him a thousand times over!!!
Mr Grant is phenomenal! I cannot recommend him enough. This was, by far, the most delightful tax preparation of my life. It was done in an eight of the time it would have taken me to prepare my own taxes. He?s efficient, polite, and professional. I will never do my own taxes again. I will be a customer as long as he will have me.
Robert Grant has done my taxes for five years. He is always efficient, effective and very helpful with any questions. Really appreciate the great service
I've been going to Bob for a few years now and have never had any complaints. For tax prep he notifies you ahead of time on what documents to bring and is incredibly efficient and accurate. the booklet he gives you after filing is amazing. These have been super helpful for us when we have had to show historical tax filings for a home purchase they were right there.
I have used Robert Grant for my personal and limited liability company (LLC) tax issues for the past six years. Bob questioned the business expenses I had listed and identified several areas that I had forgotten to include resulting in tax savings to me. I had an elaborate corporate structure that Bob was able to provide recommendations on how to simplify that resulted in lower administrative costs. When I was considering selling one of my rental properties he was able to help me understand any tax impli
Really this is Holly Smith reviewing a fabulous tax planner. He is upfront, honest, and efficient and I am so grateful to have found him, since my husband died. This man KNOWS taxes and people, as well the office is full of memorability. He has lovely children who went to Ilchester!
I've been working with Bob now for five years during which time I made a career transition from a W2 employee to a 1099 independent contractor. Every year I have my documents prepared and Bob walks through the filing process confirming the accuracy of my information. When I've had questions, I've been able to call/email and within a reasonable time frame Bob responds. I also take comfort in knowing that he has deployed the latest tax software and security protocols to ensure accurate and protected filing
Bob has been doing our business and personal taxes for a few years now after our previous longtime accountant passed away. He is very professional and exceptionally knowledgeable on current tax laws. He explains everything and answers all your questions. We just finished our return for this year and it was rather involved. Bob did a stellar job and advised us on tax strategies for next year. I would not hesitate to recommend him.
Very glad that I reached out to Robert E. Grant & Associates! I needed to understand the tax consequences of switching my LLC to a new state. I also needed greater insight into various tax projections related to my business. Robert Grant quickly honed in on core issues to address, then proactively explained all my options. I am now FAR more empowered and knowledgeable of compliance and wise tax-saving options. For any individual or business similarly seeking to better understand the often-complex world of t
Weve been working with Bob for a very, very, long time. Like since I was a child. He has come from, a great practice, and now has his own, and continues the fantastic work. He always has suggested things to better our tax standing, and make our future sound. He stays on top of all laws and changes for taxes and accounting practices. Hes quick, efficient, and always helpful. We even bring our dog! Our family has always used, and will forever use Mr grant.
Mr Grant is very friendly and kind. He responds professionally to any questions asked. He is knowledgeable and efficient when doing our taxes. I highly recommend him if you are looking for tax preparation or accounting services.
Robert provided the easiest, most pain-free tax experience I?ve ever had. My wife and I had a lot of questions, given that it was our first year filing together, and Robert answered all of them with ease. I could not recommend him more!
Very professional as well as personal. It?s hard to trust people these days. Fortunately I?m in good hands with Robert Grant. I would highly recommend him to anyone. He has always been honest and upfront with me and that?s all that someone can ask.
Robert was professional and beyond accommodating. After discovering that our returns weren?t properly filed by a previous accountant, he was able to see us on a moments notice (3 days after April 15). Not only did figure out what went wrong, he explained in detail what our previous account messed up on. Safe to say that he will be our tax guy from here on out. Thanks again Robert!
We've used Bob for over 30 years. He keeps himself up to date on new tax laws by attending numerous seminars. His knowledge and to the point guidance has been spot on all these years. Even our adult children use him. Once you work with Bob, you'll never go anywhere else.
We have been going to Bob for 3 years and he?s amazing! He is quick, efficient, and will send our tax information in for us. We had gotten his name as a referral and we would not go anywhere else.
This is my first year using Mr Grant, though I wish I?d have started using him years ago. The experience was very painless and efficient. Mr Grant was friendly and helpful for us. I will continue to use him and highly recommend him.
Robert was very flexible in setting up appointment and very professional. He did out taxes for the first time. We are very happy with his service. He provided helpful guidance as well.
This was my first time to use Bob Grant?s tax services and I felt that he was thorough, professional, efficient and his fee was reasonable. I would recommend him to others.
As executor of my uncle's estate, the easiest part was getting the tax return done with Robert E Grant and Associates. He explained what needed to be done and how. I recommend this business.
Not since Richard Goetzinger of GETS Financial Services, had we seen someone as good as Bob Grant when it comes to doing our taxes. Duly endorsed! !
Absolutely rude, difficult, and unpleasant. You must be a tax professional in order to work with Rob, otherwise he will be angry at you for not understanding something. You better know the tax code etc or he will not be happy. I have never been treated so poorly as a new customer, ANYWHERE! Do yourself a favor and TAKE YOUR BUSINESS ELSEWHERE.
Highly recommend. You won't ever go to another tax professional after this visit. Knowledgeable, honest, friendly - an enjoyable visit each year even if the IRS isn't so pleasant.
We had our Taxes done quickly and, professionally. Appreciated Roberts expertise and knowledge.
Bobby is always efficient and appointment times are met and run like clockwork - good person.
I have been going to Robert Grant for many years. He does great work and will continue going back to him.
Our company has worked with Bob for years. Very professional environment and easy to work with.
Quick, effective, and punctual. Robert makes taxes easy.
Super efficient and professional. He also gives great advice. Love him!
Very quick, easily understandable, simple, and a funny guy. Great experience!
Handled detailed tax questions related to rental property with efficiency and depth.
Excellent tax preparation service, I am recommending a new client, today.
Fast and professional services
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.