*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.*
23505 Puritan Pl
Damascus, Maryland 20872
Incredible experience! Tax season on the horizon? Don?t be scared. I?ve been going to Smith CPA for years and I?m much more relaxed about the process. Any tax question I have, it is answered in a timely manner. Smith CPA & Associates LLC knows every tax form and tax question because of their years of experience and it shows. Very knowledgeable group and friendly. The online program is very user friendly as well to upload tax documents, they will help you if there is a technical issue online.
Easy as 1-2-3 1. Upload your documents into the portal and send an email stating you uploaded the documents. 2. Wait for your tax refund to sign and accept 3. Wait for your money to be direct deposited I think we submitted on a Sunday and by Tues or Wed they had filed. Been using them for 3 years now.
I've had Smith CPA & Associates do my taxes for a few years now. I've been very pleased, they are professional and timely, they also provide multiple ways for you to submit documents. My prior trusted CPA retired and I'm extremely grateful I found Smith CPA through word of mouth. Highly recommended!
We have been using Smith CPA & Associates for 3 years now after some staffing changes at our old accounting firm made for an unpleasant experience. Jason Smith has to welcoming from day 1. He reviewed our prior taxes to make sure there were no issues and always responded promptly to any concern we have had. They also send out newsletter's throughout the year which contain alot of helpful and interesting info.
We found Smith CPA via their website on google. We needed to amend a return from last year, as well as filing this year?s return for my family. I?ve use turbotax previously, and we?ve also tried in person accountants at the local H&R block (a bad experience), but I had a completely different experience with Smith CPA, and couldn?t be more satisfied. The entire process was very straightforward and painless from uploading my documents in the secure portal to accessing the completed returns. Jennifer and J
I highly recommend Smith CPA & Associates! Jason Smith provides personalized customer service and is always able to accommodate my busy schedule. When my now husband and I were dating, he had a hard time finding someone that would touch his taxes from the last year he was married to his ex. I introduced him to Jas who took the time to review everything in great detail and file his tax return. I have been a client for the past 9 years and will continue to use their services.
Mr. Jason Smith prepared my taxes last year, and he did a great job! He was caring, detail oriented, and very thorough. Compared to previous years of doing my own taxes using online software, Jason was able to determine I was eligible for additional returns that I overlooked previously, which more than covered his very reasonable service fee. I plan to have Jason perform my tax services again this year, and I would highly recommend his services to others as well.
I had moved into a new home in 2019 and wanted to make sure I got my taxes done accurately and professionally from someone who charged reasonably for the services. Jason was incredibly friendly, straightforward, and professional with his approach when we met him and has a great secure way of electronically collecting tax docs which comes in handy especially during times like these where it's not safe to meet in person. I referred my family members to Jason as well and they are equally happy with his profes
My husband and I have done our own taxes for 35 years. This year we had some difficulty understanding and completing several forms because of a 1099-B. I contacted Smith CPA & Associates, LLC at the last minute and they had our return completed within 24 hours. We are totally impressed with their services and reasonable costs. I HIGHLY recommend them to all my friends and people I work with.
This has been the most exceptional customer service experience I've ever had. This Jason and Jenn, consistently delivered spot-on assistance with lightning-fast response times. This is my second year with them and I will come back every time! And I always get a great return with them!
This year I switched to Smith CPA & Associates after many years of being with another firm...and I am so happy I did! It was so easy for me to keep with my old firm due to convenience, but after some changes with my old firm I decided to make a switch. The difference was so apparent right from the start! Communication is key for me and Smith CPA & Associates explained everything so clearly, from their policies to their services to their prices. Everyone is so friendly and made a not so taxes savvy person li
Smith CPA & Associates are fantastic to work with! Professional, polite, and so quick to respond! Sometimes I would send emails late in the evening when I had time, not expecting a response until the next day...and so many times I was shocked to see my email had been responed to that same night! Jason and his team are very dedicated and organized! We highly recommend them.
I have been utilizing Jason Smith?s tax service for two years and will continue to do so because he listens to my questions and gives them considered replies. I feel confident in his work because he double checks his figures and asks me questions to make sure he has all the information he needs to complete my taxes and that all is accurate. Getting the date and time for an appointment I requested was easy. He is very professional both in his work and his personality, and I recommend him most highly.
Jason Smith has been doing my taxes for over 8 years now. He is easy to schedule an appointment with, knowledgeable, trustworthy, and has fair/competitive fees. Highly recommend Jason. Much more peace of mind then going to any of the large corporations.
Jason is amazing, knowledgeable, and friendly. I never have to worry about my taxes and he's so fast! I've been using him for a few years now and he's very responsive, timely, reasonable, and communicative. I highly recommend!
My wife and I had done our taxes ourselves for years, and always stressed that we were doing something wrong. This year we needed some support for some equipment purchased for our handicapped son, and were referred to Smith CPA & Associates, LLC by a friend. The experience could not have been better. They were quick, organized, and very professional. Plus, we got more more back in returns than we ever had before. We will be using Smith CPA & Associates from now on, and I highly recommend that you do as
4 stars only because our visit was a consult...Jason was very personable and knowledgeable. My husband and I definitely feel more versed in our business entity knowledge and all that either/or entails. We would recommend him based off our (1 time) experience as well as his knowledge with business startups. We will update this review if and when we receive his services. Update: We've recently hired Jason and thus far have had a great experience. He's answered our questions within a week so far and has given
Jason Smith CPA came highly recommended to me by a good friend and long time client of his. Last year was my first time using his services, and Jason did not disappoint. He was warm,friendly, reasonably priced and best of all extremely knowledgeable about saving me money on my taxes! I could not be happier, and expect to use his services for many years to come.
If you are looking for a responsive, professional and overall AWESOME CPA then look no further. Jason is the best there is in the business. I have given him files in total disarray and he is managed to turn them into accurate financial statements. He is very pleasant to speak to and is extremely knowledgeable. He handles the taxes for our business and I have every intention of continuing to use his services for as long as I am around. Smith CPA is the way to go if you need a excellent, professional and
We are new clients and are ?extremely? pleased with the professional services rendered by Smith CPA & Associates. They were proficient, patient and thorough with our taxes. They made us feel like a priority and worked expeditiously on our taxes. We highly recommend this family owned business if you are looking for a new CPA or planning to leave your existing company.
For years I did my own taxes using TurboTax. Last year I interviewed Jason Smith on a friend's recommendation and then elected to have him prepare my taxes because we had just sold a house after decades and bought a condo in Rockville. I found Mr. Smith very friendly, professional and efficient. We were able to handle all of the details securely using web tools and his tax advice was helpful. I will continue using him because of the convenience.
Jason did a great job with my 2019 taxes. He was thorough, quick and really responsive. He also took time to explain and ensure I understood the more nuanced pieces. Jason has also been following up regularly in 2021 for 2020 taxes and it's very much appreciated.
We've used Smith CPA & Associates for the last several years for tax guidance and preparation and we could not be happier with their service. We prepared our own taxes for many years, but finally hired Smith CPA when we lived in PA, owned a rental property in MD, and operated a home business. Their service also goes well beyond tax season. We consult them regularly throughout the year on estimated tax payments and the tax implications of investments and other financial decisions. Jason is knowledgeable,
Jason Smith was very direct and honest with our tax needs. We are North Carolina residents and he was very lucid throughout the quick process. We highly recommend Smith CPA & Associates, LLC, and will continue to use his reasonable services.
Jason Smith is highly responsive to any questions related to taxes. If doesn't have an answer right away he makes sure to take adequate time to research in order to provide an accurate answer that will provide the most tax benefit to his clients. Because I am self-employed I needed someone who could provide me with an accurate estimate of how much of my income I should allocate for quarterly tax payments. He knew exactly the right questions to ask me in order to provide me an accurate estimate so that I hav
Jason has been great, he is thorough, never rushed and fair priced. I use him for my business, personal and college kids taxes. I am excited for my meeting with him this year for his guidance on this crazy last year! I highly recommend Smith CPA & Associates
I needed a new accountant for my taxes and was referred to Jason by my mother. He was very responsive to all forms of communication and was very helpful and professional. He quickly completed my taxes, and my return was deposited shortly after. I will again be using him this year, and would not hesitate to recommend him to all my friends and family.
Smith CPA & Associates is by far the best accounting firm I've ever used. They have helped me with personal taxes, multiple business taxes, new business formation and several other things in between. Jason is the definition of professionalism and when he says he'll do something, it gets done. I'm lucky to have found them and highly recommend their services.
In 2020 I needed a local tax accountant after moving from California. I really wanted an in-person appointment since I had questions and concerns about a few items and I felt I could best explain things in person rather than the phone. It was hard to find someone due to the pandemic. I did a google search and found Jason. I really appreciated being able to meet with him. His fees were reasonable and actually less than I had paid in CA. Although I don't have a complicated tax return, I did get audited m
I have found Smith CPA & Associates to be very professional and yet client friendly. Jason was able to explain the whole process and gave advice on new tax laws. He was prompt preparing my return.
Very professional, transparent and communicative. I'd gladly recommend Smith CPA
We reached out to Smith CPA & Associates after making a mistake submitting our own taxes and being contacted by the IRS. Working with Jason, he made the process easy and stress free. He handled all the paperwork and explained the details in language that was easy for the layman to understand. We were very pleased with his knowledge, professionalism, and friendliness throughout the process. We?d recommend Smith CPA & Associates for anyone wanting to lighten the burden of tax submissions or needing guidance i
Jason and Jen were incredibly responsive and clear about the entire tax process. I have never had my return prepared so quickly, either. They have multiple ways to exchange information, so no worries about technological shortcomings. Really glad I found them.
My husband and I went with Smith CPA & Associates after reading positive reviews here on Google. We are so beyond glad that we did! Jason was very helpful, professional, responsive and really put our minds at ease. I highly recommend trusting in this company. They made the whole process easy and stress free.
Jason has been doing my taxes for the last four years and he has done a great job. He has given me peace of mind about filing my taxes during these years. I do highly recommend Jason Smith for all kind of tax filing and business planning.
I discovered Smith CPA & Associates by referral and I am thankful I did. Walked away very impressed with the speed, accuracy, and pricing of my return, particularly considering the complexity of my return in 2022. I found my CPA going forward! Cannot recommend them enough.
I have been using Jason for 4 years now and I have recommended a number of my clients to him. He has done a great and thorough job through the years, and even helped me refile previous returns I have not done with him. I highly recommend him, as he is very professional, timely and knowledgeable.
We were so glad that we went to Jason last year. Initially, we bought a tax software program but things didn?t seem right and we felt we needed a more thorough look. We went to Jason and not only did we get a bigger refund than what was initially estimated by the tax software program, but he answered all of our questions in a way we understood. He also found an error while looking over our 2016 taxes (and that was done by H&R Block)! We are definitely going to be contacting Jason again this year. Highly rec
Smith CPA & Associates are 100 Percent customer focused. I am blown away by how punctual and quick they were with preparing and processing my taxes! Thank you again for putting me at ease and making my tax experience a seamless process! Melissa L.
I have been working with Jason and Smith CPA for a few years now. Jason is very thorough, very professional and works in a timely fashion. He has provide good advice in the area of tax return. I look forward to working with Jason and Smith CPA in the future!
Jason Smith CPA is an excellent professional accountant that we had our tax returns prepared by him last year. We had a very good experience and we appreciated his timely submission. Like to continue with him this year as well.
Our family has been using Smith CPA & Associates for years now. Our first experience set the stage; Mr. Smith was very courteous and professional, he answered all our questions and even pointed us to things we were unaware of so we could make informed decisions with future finances. We trust Mr. Smith because of his honest work ethic, its great to know we are in good hands, and you can trust you will be as well.
We?ve used Smith CPA & Associates for two years now and we are very pleased with the service. Jason is extremely responsive, works quickly and thoroughly and you can?t beat the price! Highly recommend!!
I switched from my former CPA firm of over 20 years to Smith CPA & Associates for my 2023 returns and was impressed with their responsiveness, timely filing, and ease of the overall process.
Have been using Jason and his team for two years now. Makes the process so easy through uploading documents to the portal to answering any questions we have. We'll be definitely using his services for a while! The price is reasonable and the work done is outstanding.
Jason Smith with Smith CPA is beyond amazing. My wife and I have been doing our taxes with Smith CPA for the last two years and they have been beyond amazing and knows the tax laws out of the back of their head. Jason is a very down to earth ,extremely friendly individual that will never steer you wrong . I highly recommend Smith CPA!
I had found your service listed on the Damascus FB page - I had made a request for a tax preparer & you reached out to me.. I was so grateful to find you. What I remember best, was your polite, professional & personal demeanor when we met.. while we talked you put my tax return together & voila! my return was complete & you filed it online. Man! what a wonderful blessing.. I had been struggling through the past couple of years (work related injury, surgeries, etc.) and you made an issue that had potential
I highly recommend Jason Smith. He was professional, knowledgeable and friendly when preparing my taxes. I felt he was thorough, asked questions and explained things to me well. He was flexible when making an appointment time.
Jason is great! He is timely with his responses and answers my questions (all 100 of them) with professionalism and breaks it down so I can understand. Best value I have found so far too. I live in Washington State so even if you aren't from Maryland, go to him for tax help/prep!
Very happy with the services of Smith CPA, both for my personal as well as my non-profit organization?s tax returns. I highly recommend Smith CPA if you?re looking for a firm to handle all your tax issues and returns. They?re fast, professional, and very friendly!
I am so glad I had Jason prepare my taxes after years of going to a company that overcharged me. He took the time to explain the deductions I could take and answered my questions. I highly recommend Smith CPA.
My family has been working several years now with Jason to complete our taxes. He is honest, dependable, and responsive. I highly recommend him.
In January 2020 I needed a local tax accountant that I felt comfortable with. I really wanted person that I could reach out too thru email, over the phone and in person. I had questions and concerns about a my taxes and I felt comfortable with him and his explanations. Because I don't have a complicated tax return, I did feel I was getting the maximum amount return. After that I decided to use him, I was happy to find out I was getting more back.
The best tax preparation professionals. A few years ago we had multiple documents including moving from another state, independant contractor, child care, etc to file for taxes and had no idea what form to fill out or where to begin. We contacted a few tax prep services including H&R block and Turbotax with both having us owe money. Smith CPA was more knowledgable about recent tax changes and how our payments independant contractor payments actually worked and explained it to us. Smith CPA made things a lot
The whole team is outstanding and a pleasure to work with. Each year, they make my tax return easy, smooth, and fast. I tried several other companies before and this one clearly stands out with their professional services and a personal approach.
Highly recommend! Jason and Jen are great at being available to you. They answer questions quickly and thoroughly. They make tax filing a breeze!
Jason has been a wonderful resource for us and has provided valuable advice on a range of tax-related topics. He is accommodating, professional, and extremely knowledgeable. Highly recommend!
Jason has been so helpful in helping us with our taxes the past two years. We only wish we had done it sooner! Super knowledgeable and very quick turnaround.
Extremely efficient and detailed oriented. I highly recommend this company.
I had my taxes prepared here for the first time last year and they are great. 3 family members have used Smith CPA and will again this season. I highly recommend their service.
Smith CPA has been doing our taxes for over 10 years. They are very professional, friendly, and do amazing work.
Jason and his team have the experience and knowledge to provide the best financial services and support. I am very pleased with their professionalism and responsiveness. Highly recommended.
Smith CPA is professional and knowledgeable. They make the process of filing easy and worry free. I would recommend them to anyone looking for a personal CPA.
I had a great experience here! I could tell that Jason cared about making sure I got the most out of my return. He was so helpful. I highly recommend!
very responsive and very detailed. Process could not have been easier.
We were so glad that we went to Jason last year. Jason is fast, friendly and right in the neighborhood. I look forward to working with Jason and Smith CPA in the future!
I had a complicated return that I needed fixed and Jason did an excellent job of answering all my questions quickly and walked me through what I needed to do clearly. I know that I'll be using his services moving forward.
Jason provides professional service that goes above and beyond! And, he helped me save money and strategize for the future. Highly recommend!!
Jason & Jen are AMAZING! I highly recommend to anyone in search of a new firm!
Bob should not be preparing returns. He completely forgot what we agreed on and left me high and dry after not accomplishing anything for 3 weeks. He admitted that he is 72 and gets confused easily.
Glad I switched from a well known company to have Jason Smith do my taxes. And, the newsletters are very helpful.
Jason is amazing, knowledgeable, and friendly. I never have to worry about my taxes and he's so fast!
Very responsive, efficient and knowledgeable and at a reasonable price. Highly recommend then for Corporate and personal tax returns and advice.
I highly recommend this company! I personally worked with Jason and I found him to be patient, timely, responsive and knowledgeable regarding my queries.
I filed taxes last year with Smith CPA & Associates, LLC and was pleased with the service.
Jason is really responsive and professional. This was my first time and it was really a good experience.
Jason is fast, friendly and right in the neighborhood. I recommend him highly!
A solid firm with great people at the helm. Completely trustworthy and very dependable. Highly recommended.
Jason is prompt, professional, friendly, and great at explaining complex things simply.
Very quick with responses to any questions, and affordable prices for both personal taxes and small business services. Highly recommend!
Loved the quick and straight-forward help I received, definitely going back again this year!
Excellent, quick, accurate, and personable service. Would absolutely recommend!
Quick & excellent service.
Did not return calls
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.