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8:30AM - 5PM
12200 Tech Rd Suite 325, Silver Spring
Financial Advising
“I can't say enough about this firm. James did my fathers taxes for the past few years and the family Trust taxes the year after he passed away. He was always quick to answer any questions my family had and spend enough time explaining things and made sure we fully understood everything. The tax turn around time from the time I gave him all the necessary forms till I received the completed tax forms was super fast! It's so nice to have your taxes in someone's hands who you fully trust to get it right and handle everything for you. Thank you so much!”
Financial Advising
Financial Advising
“Five years ago, I opted to have Jeffrey manage my accounts, based solely on his great reviews, which were posted online. Have never had a moment's regret. He's honest, responsible, smart, responsive, and level headed. Recently, I needed several hundred pages of financial information on little notice. He rose to the occasion and went above and beyond expectations to ensure everything was there, correct, on my doorstep within a few days. He's the man, and for many years to come!”