*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.*
4800 Hampden Ln #200
Bethesda, Maryland 20814
I have been using Rosefelt Tax Law for several years and have been nothing but satisfied with their services. They are a TOP NOTCH firm. I am 100% confident with their knowledge and skill sets and know that they have the experience to handle any situation that may arise and guide you in the right direction. They are very responsive with any communication and an all-around top tier firm. I highly recommend their services.
Rosefelt Tax Law firm is a necessity for medical professionals with an income above 275K. I was delinquent 5 years of not filing. Rosefelt presented me with my own Tax "Care Team" ( similar to patient care teams). I was assigned a brilliant team of my own Tax Attorney (Brad), Enrolled Agent( Sara), and CPAs (Rebecca and Dee). They did a magnificent job with my case. I will never let them go and will gladly continue to maintain a financial relationship with them for all financial advisory. The cost of servic
I have been working with Rosefelt on my account for the past few years, and I can't imagine using anyone else. Not only did they save me a significant amount of money, but Daniel Rosefelt also took the time to explain every aspect of my case, including the possible outcomes and the best course of action. I am eternally grateful for the excellent work done by the team. Hire with confidence.
????? Rosefelt Tax Law Group was astonishingly professional and incredibly helpful in reconciling a tax discrepancy with my previously owned company. Their expertise, attention to detail, and dedication made the process seamless and stress-free. I highly recommend them to anyone in need of top-tier tax law services!
Rosefelt Tax Law provided excellent counsel regarding my legal question regarding an unresolved tax issue. Their fees were very reasonable, and I highly recommend Rosefelt Tax Law for all tax issues.
Very professional and capable services. Bradley and team were always very cordial and handled matters with care and attention! Thank you for your services.
extremely thorough review of my tax history and current status. Very solid proffessionals with great communication. I would gladly and highly recommend Rosefelt for tax work. I was in dire need since a divorce and they were efficient in completing all the years I fell behind and then helped me stay ahead as I go forward. They helped me get into a position where my tax situation is manageable and my tax future is looking very good. I couldn't be more satisfied. They rescued me.
Incredibly helpful and patient. Helped me resolve issues very rapidly. Staff was very kind - cannot speak highly enough of them. Highly recommended.
I researched and contracted Rosefelt Tax Law to assist in several complex tax matters. I have found them to be highly efficient, skilled, transparent and very professional. I would recommend them highly.
I knew the answer to my legal issue, but Rosevelt Tax Law made the options clear, and my time was well spent on ensuring I had a path to resolve issue. Thanks.
We used Rosefelt Tax law to assist with our International business and can't express enough the valuable insight, recommendations and overall professionalism of the team. I highly recommend the firm for basic services all the way up to very complicated cases. Definitely worth 5 stars!
I have been in business for 35 years and never had any tax issues. And when I did this company made it so easy for me. And they even told me my corporation would be better. A different way and set that up for me. Beyond words how happy I am. Too easy, thanks, guys. Thomas
Carley screened my call and connected me right away to Mr Rosefelt. He was kind and helpful and gave me targeted and useful information to aid in progressing my effort to resolve a challenging situation. I was so appreciative of his kind manner and advice, and would strongly recommend his firm to others in need of assistance!
I reached out to Daniel Rosefelt about a current tax issue. While they were not able to help with my situation they took the time to go over all of my options. They were both extremely professional and very helpful. They will definitely be my first call for any future issues.
I have been a client of Mr. Rosefelt for over five years. During this timeframe he settled an FBAR issue for me with the DOJ for 25% of the proposed penalty. He also negotiated a reduction of 83% in a very large tax bill that I received from the IRS. In addition, and most important to me, he was able to obtain Innocent Spouse Relief for my spouse which was no easy task. Of course there is no guarantee that Mr. Rosefelt will be as successful for all of his potential clients as he was for me, but he is a
Dan is an exceptional lawyer and person. My wife and I had significant tax and related issues and Dan stuck with us literally for years working through, and ultimately resolving, our issues. Dan is patient, a great communicator, a zealous advocate and just a great lawyer and friend. If you have tax or debt issues that are keeping you up at night, Dan will be able to help you. He?s truly the best at what he does.
I called this firm to retain assistance. The person I spoke too, Matt Eddleman, was the consummate professional and just downright compassionate human being. He let me know that he wouldn?t be able to assist me with my specific issue and could have left it right there. But he didn?t; he took the time to provide me with information to a contact that could assist me and even took the time to follow up with additional information. If he goes this far out of his way for someone who he isn?t representing, imagin
I had some issues that needed to be dealt with and Daniel and his staff worked with me to sort them out. His advise was invaluable and allowed me to resolve the issues I had. The one thing I must say is that you feel like he has your interest at heart and that he will take whatever time is needed to allow you to understand your options.
Professional and timely, and very good communication. Much appreciate all that Rosefelt Tax Law does for me.
It is always a pleasure to work with the talented and positively motivated people at Rosefelt tax law.
The entire team and experience with Daniel Rosefelt and Associates was great and we could not have been happier with the service that was provided. I highly recommend Dan and his team!
I have had the pleasure to speak with one of the Attorneys at Daniel Rosenfelt. After speaking with them, I am fully confident and more knowledgeable of how I need to proceed? Very personable and I highly recommend them for your overall legal needs!!!
Been a client for years, Daniel Rosefelt and his team are great. Very professional and accommodating. did what they said they would do, I am very pleased with the service.
great attorney and CPA!!!! did fantastic work on a difficult tax issue that was resolved to my satisfaction ! highly recommend him and his firm they are " TOP Notch"
Responded to a contact request within an hour offering a free consultation. Mr. Rosefelt was informative and kind to refer me to the right firm to help me. Thank you!
I highly recommend Daniel Rosefelt & Associates. Daniel in his team are extremely knowledgeable and competent, as well as patient. It doesn't hurt that he is also a CPA:)
Daniel provided some good insight on my tax situation and was patient in collecting the facts before walking me through his recommendation. I felt he was honest and up front.
I wanted to recommend Daniel Rosefelt and Associates because he reached out to me immediately the day I called in and was very kind to advise me before even walking into his office. I am very grateful.
The firm got back to me quickly with their free consultation and provided me good information with complicated residency issues.
They gave us a ton of advice on how to handle our situation on our own before we even hire an attorney! Good experience
When you think things are hopeless That?s when Rosefelt Tax Law will come through and lifts your tax burden
Outstanding knowledge of the tax law and saved me over $60,000 on my tax obligation.
Thanks for all the tax help! Couldn?t have done it with out y?all :)
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.