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The W2 Group, LLC

The W2 Group, LLC

Reviews Summary

The W2 Group receives consistently outstanding reviews for their professional, knowledgeable, and personalized tax and accounting services. Clients praise their exceptional customer service, thoroughness, and responsiveness, highlighting their expertise in both personal and business finances. Many appreciate their clear communication, patience, and ability to simplify complex tax matters. The team is described as friendly, efficient, and highly reliable, with a strong track record of helping clients maximize benefits and navigate financial challenges. Their tailored approach and dedication to client success make them a top choice for long-term financial partnerships.

About This Listing

Accounting
Audit
Business Consulting
Payroll
Tax Preparation
Financial Advisory
Forensic Accounting
Government Contractors
Non-profits
QuickBooks

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
Tax Preparation
Financial Advisory
Forensic Accounting
Government Contractors
Non-profits
QuickBooks

Contact Information

Address

9672 Marlboro Pike

Upper Marlboro, Maryland 20772

Visit Website Call Now Get Directions

Hours

Monday 8:30AM-5:30PM
Tuesday 8:30AM-5:30PM
Wednesday 8:30AM-5:30PM
Thursday 8:30AM-5:30PM
Friday 8:30AM-5:30PM
Saturday Closed
Sunday Closed

Customer Reviews

The W2 Group, LLC has been providing bookkeeping services for ENS Solutions, LLC. for just a couple of months and we have been very pleased with the work done so far. Jeff and his team are very diligent, punctual and accurate, as well a pleasure to work with. They have extensive knowledge and has been very resourceful. Additionally, they take a personal interest in our business. We highly recommend The W2 Group, LLC.

The W2 Group is a very responsive and down-to-earth (they listen and explain their methodologies in a very relatable way) accounting firm. Jeff and his team have handled all of my business and personal accounting needs for the last 5 years and have provided us/me with nothing less than stellar service. I've bounced around several CPA firms in the past, and the W2 Group has been the only firm that I've never had a single complaint about; they're truly outstanding to work with!

Jeff and his team are amazing! I?ve been using the W2 Group for several years to complete my tax returns and Jeff has always provided the most professional service ? it is very clear that Jeff stays up-to-date on the most relevant tax legislation that applies to my personal situation and his services always feel customized. If you?re looking for a tax professional who can simplify the process, Jeff is the best!

The W2 Group's leadership in delivering the PGCEDC's Financial Fitness training was nothing short of exceptional. Their expertise and engaging presentation style made the program a resounding success. Thank you.

Jeff has been my CPA for the last several years (at least 7) and he has done an incredible job at managing my tax returns and making sure I maximize all the tax benefits owed to me as a full-time small business owner. Each year I am impressed with how he bends over backwards to make sure I receive the best service. I have recommended him to many people in my network, including my family, and I will continue to do so!

We worked with The W2 Group this fall, to bring our financial policies and systems up to snuff to comply with US gov't funding standards. We are a small business so many of the requirements are a big lift for a small business; W2 helped us get through it all. They answered our questions (we had a ton!), took calls in the evening when we were on-site during the day with our own customers, and had lots of patience with us as we learned to navigate this new system. We recommend them to other small businesses a

The W2 Group is a professional team of skills financial subject matter experts. Their knowledge and understanding of SBA programs for corporate accounting has been an asset to help arm my company with valuable information to make quality decisions in a timely manner. Top notch professionals!

The W2 Group, LLC has worked diligently with our company and they are not only professional but the entire CPA team exemplifies the quality of excellence you want in financial services.

Working with W2 has been nothing but an exceptional experience. They do a great job of giving you great financial advice and assist with your financial planning for your business. They are highly recommended!!!

Great Company!! Great People!! Very knowledgeable!!! W2 Group (Phy Buie) was a great help in clearing up a huge amount of tax issues I had. I would recommend this group to anyone.. Thanks again, W2 Group!! Bobby M..

I love the W2 group because they always communicate effectively with their clients and keep them well informed every step of the way. I have used them for multiple years and have been thoroughly impressed with my results!

Jeff was AMAZING to work with! He was responsive and listened to my confusion in QuickBooks Online. Solution was provided while I was on the phone and I'm able to keep running my business. Thanks Jeff.

Extremely professional and serious about helping business do business the right way. Provided me with more than just bookkeeping and tax services. Is a business adviser that uses the numbers to help you understand your business and what you need to do to succeed.

The staff is both extremely knowledgeable as well as cordial when we talk. They have always taken then time to answer any questions I may have about my taxes or potential financial decisions that would affect my taxes in the future.

Working with Jeff was easier than pulling off a bandaid. Jeff was fun and easy to work with. Look forward to many more years of working with him and his company.

We use W2 Group for our personal and professional taxes every year. Great customer service and follow through.

Offered great assistance with personal and small business taxes as well as answering questions about Quickbooks. Very thorough and a pleasant to work with.

I'm extremely impressed with the tax service Jeff has provided! I highly recommend him and his team!

The best decision I've made was to switch to the W2 Group. They are professional, proficient and overall amazing to work with.

Very professional operation. Small, personable but efficient.

Great office, great people!

Very thorough and professional.

Excellent accounting services!

Fast, Accurate, and friendly.

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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