*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.*
9841 Washingtonian Blvd Suite 200
Gaithersburg, Maryland 20878
I?m really satisfied with his service. He was both knowledgeable and professional. He even filed a refund for my previous return, which makes me feel confident that my current tax return was handled with expertise. I'm definitively recommending his services.
I reviewed very carefully OH Partners and their offerings. I am pleased to report that I have not been disappointed. Evan Hacker has demonstrated genuine interest in our non-profit organization and has been a tremendous help in shepherding our financial transactions. I most importantly am appreciative of its secure email and the quick responses I get to my inquiries. In my estimate, I feel confident that I have procured the most perfect partner to help our non-profit organization not only succeed but a
OH Partners are CPAs who are very professional and knowledgable. I have enjoyed working with them. They are passionate about their work. They put the client's interest first and go the extra mile to ensure that their clients are very satisfied. I am very impressed and happy with their work - they have worked with me on responding to an IRS audit, promptly handled my tax returns, and given helpful advice on tax issues. They are very responsive and thorough in their work and I highly recommend them to an
When I came to OH Partners I was in a pretty complicated tax situation. All the horror stories of the IRS I had experienced and I was completely overwhelmed. OH Partners was able to access my situation develop a strategy that worked for my particular situation and executed accordingly. I no longer had to deal with the hold times, the tax laws which I didn't know and the stress. Long story short, my tax lien has been lifted, I am in an affordable payment plan with the IRS and I am on my way to financial
OH MY OH PARTNERS!! Working with Evan has been great for my business. They do all my bookkeeping and my accounting and tax preparation every year now. I highly recommend Evan and OH Partners to any business looking to outsource their accounting bookkeeping and tax preparation. Five stars all the way!!
I found OH partners online, they looked over my 2014 tax situation, fixed everything, and even talked to the IRS on my behalf. I received an additional return for 2014. Of course I stayed with them to complete my 2015 tax filing. They know to expect me back again for 2016 tax filing. Thanks for your hardworking and dedication.
In just a short period of time I was pleased with my decision to secure the services of OH Partners as my business' CPA. With the constantly changing tax laws it is foolish to try to do ones own taxes without proper training. Best case scenario you are lending the government money without realizing it. Worse case scenario you lose everything you have work hard for due to a mistake. By hiring OH Partners I have put my "taxing" issues in the hands to accountants I can trust and that is important to my busines
When we first came to Evan and Fidelis we had recently started a new buissness. We were kinda skeptical about trusting someone to give us their 110% and put us at ease. I must say in Choosing them to help get our financials in order and do our personal and buissness Taxes has been a really great choice. They not only earn your trust and buissness, they also educate you along they way which is key in a good relationship. I would give them 10 stars if I could, definitely they are worth it!! Very hard working
I'm currently a student who runs a small side business while attending school. This was my first year doing so and I was very overwhelmed on how to deal with my taxes since I had no prior experience. I was worried about the whole situation but Evan made me feel at ease and helped me with my taxes. He also answered any questions I had and was very prompt in responding.
After making a mistake on my taxes they promised to give me a refund. After giving me the refund however they then charged my card again for the refunded amount. Use this company at your own peril.
Evan is really helpful and informative. He was very professional and made the process of completing my taxes easy and swift.
Great experience working with Evan and Fidelis. Very diligent and ensure they do the right research to make informed decisions.
I've been using their services for the past 3 years. Great service and excellent turn around. I'm an extremely satisfied customer.
OH Partners has exceeded my expectations and I would highly recommend them to everybody.
Spring Park CPA has been professional and very helpful!!!! I highly recommend this firm
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.