Financial Advising in Rockville, MD

“Glass Jacobson has gone the extra mile assisting the Maryland business community with pro bono guidance through the tumultuous daily changes in the SBA’s Payroll Protection Program. They spent days and nights analyzing all the SBA PPP loan guidelines. Then over the course of a couple weeks they held several mass Zoom calls with presentations to the business community breaking down the program into layman’s terms. Company principals Doug White, Ed Jacobson, and Mike Cohen availed themselves on calls with over 100 participants that were scheduled for 1 hour duration, but which ran up to 2 hours as they fielded questions. Our firm was able to successfully obtain PPP relief funds with their help on 4 Zoom seminars, and they aren’t even our accounting firm! Participants were from all over the Baltimore-Washington region. Hats off to Glass Jacobson!”

“I have worked with many accountant over the years. Sheila Woodward was recommended by a friend. She has been so helpful with all of the tax changes in 2020. She also is helping me create a plan not just for taxes but how change my practice to help me make more money and reduce expenses. She is talking to me about a 5 year plan for my practice. This is helpful beyond just getting my taxes completed on time. I would reccomend Woodard and Associates to any business owner!”

“Rating: ⭐️⭐️⭐️⭐️⭐️I am delighted to share my overwhelmingly positive experience with Jeremy Jacques and his team. I've been a client for many years and they absolutely treat you like family. From the outset, they demonstrated a level of professionalism and expertise that far exceeded my expectations, making the entire tax preparation process seamless and stress-free.Communication with Jeremy was outstanding. They were always prompt in responding to my inquiries, providing clear and concise explanations that helped me navigate the complexities of my tax situation. The transparency and accessibility in communication were greatly appreciated, fostering a sense of trust and confidence in their services.What truly sets Jacques Financial apart is their meticulous attention to detail. Every aspect of my tax return was handled with precision, leaving no room for errors or oversights. Their in-depth knowledge of tax regulations and dedication to staying informed about the latest updates were evident throughout the process, ensuring that my return was not only accurate but optimized to my benefit.The level of personalization in Jacques Financial's approach was a refreshing change. They took the time to understand my unique financial situation and offered tailored advice to maximize deductions and credits. This personalized touch made me feel valued as a client, and I could sense their genuine commitment to my financial well-being.In addition to their exceptional technical skills, Jacques Financial also impressed me with their transparency in fee structures. There were no hidden costs or surprises – everything was clearly explained upfront. This level of transparency and fairness in pricing is a testament to their integrity and commitment to building long-term client relationships.In conclusion, I cannot recommend Jeremy Jacques and Jacques Financial highly enough. Their professionalism, expertise, and client-centric approach make them a standout choice for anyone seeking top-notch tax services. If you're in search of a tax accountant who not only gets the job done flawlessly but also values your peace of mind, look no further than Jacques Financial. They have earned my trust and gratitude, and I am a customer for life!”

“Brian helped me with a time sensitive legal and financial matter. He not only gave me sound expert advice with an immediate turnaround, he was there for me and guided me through an overwhelming situation at a time where I thought I had no where to turn. I knew I could trust not only his expertise, but his sensitivity to the matter. I highly recommend Brian for his knowledge, professionalism and compassion, but also for his profound trustworthiness. Brian is a great individual.”

“I’ve been working with Ken and his team for the last twenty five years and they always do such a nice job on our return preparation. The whole office is super committed and helpful. In dealing with the staff I’ve always seen such a high level of commitment from each of their personnel. We’ve used them for dozens of client returns and for complex non filers to catch them up on old returns as well.”

“Eric is a highly professional accountant and I highly recommend him for anyone's tax needs. I had a very complicated return, coming out of a divorce where I had lost dependents, changed filing statuses to single, and on top of everything had rental income. Eric expertly combined everything into my return and most likely saved me thousands of dollars. very good prices as well, easily comparable to the big tax firms like H&R block and you get better results.”

“I've been working with Katie for a few months now and she's been so wonderful to work with. As a new small business owner I have many questions and she has been so patient and helpful in helping me navigate so many areas. I can't recommend her enough.”