Jacques Financial CPA's
About us
TAX PREPARATION, FINANCIAL PLANNING, AND WEALTH MANAGEMENT SERVICES.
Business highlights
47 years of experience
Services we offer
BONDS, LIFE & DISABILITY INSURANCES, LONG-TERM CARE, MUTUAL FUNDS, RETIREMENT PLANNING, TAX ADVISING, TAX DEFERRED ANNUITIES, TAX PREPARATION, WEALTH MANAGEMENT, WILL AND ESTATE PLANNING.
Accepted Payment Methods
- CreditCard
Reviews
4.9153 Reviews
| Number of Stars | Image of Distribution | Number of Ratings |
|---|---|---|
| 91% | ||
| 8% | ||
| 1% | ||
| 0% | ||
| 0% |
Showing 1-25 of 153 reviews
Virginia M.
May 2018
We had some major issues and needed help ensuring we filed our taxes correctly. Everyone we met with was professional and courteous. It was a great experience and we plan to come back for some help with financial planning.
James C.
Nov 2017
The meeting went well, so well in fact that I will be hiring them again for advice on handling our finances when my wife retires inn January of 2019. Quest about leasing a car instead of buying, etc.
Michael S.
Apr 2017
They were thorough. I like that they take a holistic approach and invite you back for financial and estate planing once tax season is over. This follow-up session is included in the tax prep price.
Simon W.
Apr 2017
Mr. Joe Jacques was fantastic. He was very professional and courteous. I highly recommend him.
Jennifer C.
Apr 2017
We were impressed with our quick general consultation we purchased with an Angie's list deal. When we were purchasing our first house in 2014, with 28 days to close and no realtor, we called to get advice on our down payment. Joe was on vacation with his family and asked to call us back because he was driving. 5 minutes later he called us back and spoke with us for 10-15 minutes and made sure we felt at ease about our decision. We're still using them for our tax returns!
Patricia S.
Feb 2017
I've never used a tax consultant before, so I dreaded this. It was smooth, flawless. They send you emails describing what to bring and then sit down with you, going over things methodically and patiently. Bill Jacques is both an attorney and a financial planner. I never felt rushed, all my questions and what ifs were fully answered. I was given an approximate bottom line on site, but nothing was finalized until another accountant checked it. Pickup of my forms was easy. Front desk is helpful and pleasant. This was worth way more than charged, I will return.
Aloka C.
Sep 2016
It went very well - knowledgeable and responsive
John M.
Jun 2016
Excellent. Mr. Jacques did a great job for us. My husband has always done our taxes. He is a CPA.. But this year, he was hospitalized. He kept saying to me...."I want to do the taxes. Just let me recuperate at bit." Well, time went by and we got to April. It became quite apparent that we needed to reach out for help. I looked on Angie's List and found Mr. Jacques listed. I called and got a return call right away. The receptionist got me on Mr. Jacques' calendar and I went to his office the next day. Everything worked out wonderfully well. Mr. Jacques got our taxes filed on time. We are so grateful to Mr. Jacques and his staff for their good work and their help during a difficult time for us. I certainly recommend Mr. Jacques as a CPA.
Abenaa A.
May 2016
I like Bill a lot and was happy that he spent time during the consult to really listen to my concerns. Another Jacques I believe Joe did my taxes. I submitted early and must have feel through the cracks because I prompted them 6 or 7 weeks later to get a status and it felt like they just started. I was hoping for speedy execution but even with Feb submission my taxes weren't complete until about 2 weeks prior the April Deadline. I am undecided on using them again because it was very costly to me. Also I was hoping for faster execution on taxes.
Uma A.
May 2016
unknown
Kristine L.
Apr 2016
I've used Jacques Financial for several years now, and I now realize I never left a review. They're attentive, professional, fast, and highly knowledgable of the latest developments in tax and finance. They provide helpful tax organization and financial planning materials to help you pull together key information, saving time and effort later on. There's no question, unique circumstance, or financial need they can't handle, and I've been entirely confident and satisfied with their work. I plan to keep using them as long as I can. Highly recommended!
Deniz C.
Apr 2016
We met with Bill who was very personable and explained what services were offered. Ultimately we felt the responses were not timely enough to meet our needs and the attention we received was not personal enough. we ended up seeking tax services elsewhere.
Margaret M.
Mar 2016
unknown
Chima O.
Mar 2016
Satisfactory
Octavia K.
Feb 2016
They are good. I would recommend them to anyone. Some of our friends go to them now. I used them in August. They're quick. What's really good about them is they allow you if you were a previous customer they allow you to do everything electronically. They will send you a form via email, it's secure with a pass code, you add all your information to into a folder and send the folder to them with the pass code on it or something on their website and be able to download everything to their website. They are very advanced, you know, you don't even have to be there they do it electronically. If you want a copy they can either email it to you or they can send you a paper copy. They are very good at their job. They give you a general discount if you have all of your paperwork in by the time you get a ten percent discount. It takes six weeks to get your taxes done. If you owe they will tell you. I can't say good enough about them. They get your taxes done and in an orderly fashion. Which is efficient. Being able to do things electronically has made our lives easier.
Jennifer Y.
Dec 2015
unknown
Octavia K.
Nov 2015
unknown
Gabriel Y.
Nov 2015
This was a big deal purchase. There was a wait. I bought it in December of 2014. I called up and could not get in before the new year. Once the new year hit he does not do any financial planning until after tax season. So I had to wait a while until after tax season. I would like to have known this before I bought the big deal. He was professional and knowledgeable. I am glad I bought it. He was helpful when I went to see him. It just was annoying that I did not know that I could not use it for about five months, minimum. It is important that people know there are restrictions on his time.
Response from Jacques Financial CPA's
"We are pleased to hear you were satisfied with our service and that you received professional and knowledgeable advice. We strive to make our CPA’s and financial advisors accessible to new clients and to plan convenient meeting times considering availability, openings, and schedules. We accept new TAX clients all year round; however, in an effort to provide the highest quality service to our existing financial clients, we do restrict initial financial planning appointments for any new clients during tax season."
Allan B.
Nov 2015
Joe Jacques provided me a free one hour consultation for financial planning services. He was extremely knowledgeable, took his time to understand our entire situation, and gave excellent advice. Highly recommended. Will also plan to use him for our taxes next year.
Edward M.
Oct 2015
First meeting with the provider. Discussed a home purchase and a home improvement project. Discussed financing options and tax consequences.
Nelson P.
Oct 2015
unknown
Response from Jacques Financial CPA's
"Here at Jacques Financial we strive to be up front about our fees. The BIG DEAL of $100 for $200 worth of tax return services was valid only on tax returns costing $500 or more. Before accepting new clients we communicate the approximate cost range of our tax returns. While every return is different, a typical return is in the $500 – $900 price range. This transparency allows for our clients to be aware of potential costs before moving forward with the engagement. In addition to tax preparation, we encourage our clients to see us at least once during the year for an annual review (no extra cost for the review). We discuss tax, financial planning, estate planning and risk at those meetings. If you have any tax planning needs or questions during the year, this service is also at no extra cost."
SHARONA W.
Sep 2015
I made an appointment with Bill Jacques at Jacques Financial based on the positive Angie's List reviews I read. I met with Bill and was very pleased overall with the meeting. There are some major changes going on in my life and I wanted some financial advice on how I should be handling my money and investments. My first impression was a good one. The office felt cozy and welcoming and everyone I encountered was polite and professional. The appointment started on time and lasted about 75 minutes. I came prepared with a list of questions and my most recent tax return. Bill was easy to talk to, knowledgeable, and explained things in simple terms that I could understand. He gave some great pointers and enlightened me on a few tax implications to consider when making certain decisions. Bill also explained how he could help with taxes and other services, without trying to "sell" me or be pushy. I really appreciate the fact that I had his undivided attention and focus during the entire meeting. I walked away feeling like I had some short-term actions to take and more of an idea of what to consider more long-term. Based on my experience in this meeting, I am planning to work with him to prepare my taxes as well. I would recommend Bill to anyone looking for financial advice/direction.
ANGELA P.
Sep 2015
I had some changes in early 2015 that I wanted to make sure I was prepared for when it came time to do my 2015 taxes - rental income and starting a business. Bill gave me a lot of great tips/ideas and provided a few spreadsheets to help me track income and expenses throughout the year, as well as clarifying some questions that I had. I will definitely be using him to help prepare my taxes next year. I've also started working with Joe for financial planning. Great family-run business, highly recommend!
Reena R.
Sep 2015
Between the initial purchase and when we finally scheduled an appointment, partly due to their focus on tax work during tax season, they were flexible and accommodating.
After arriving over half an hour late to our hour appointment thanks to traffic between VA and their lovely office down the winding roads of MD, Bill Jaques did an excellent job of quickly reviewing our paperwork and asking the right questions to get a quick picture of our financial situation. We explained the advice for which we were looking and he provided it, with useful detail and knowledgeable answers to specific questions.
We left satisfied that we had the information we needed in less than half the scheduled time.
After arriving over half an hour late to our hour appointment thanks to traffic between VA and their lovely office down the winding roads of MD, Bill Jaques did an excellent job of quickly reviewing our paperwork and asking the right questions to get a quick picture of our financial situation. We explained the advice for which we were looking and he provided it, with useful detail and knowledgeable answers to specific questions.
We left satisfied that we had the information we needed in less than half the scheduled time.
Laura S.
Aug 2015
Bill Jacques advised us on ways to lower our tax bill, manage capital gains on investments, and finance a home renovation. It was a $79 promotional offer, which was a good value for the money since we covered several topics. We have no need of further financial advising services and appreciate the fact that this provider did not pressure us for more business.
Licensing
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FAQ
Jacques Financial CPA's is currently rated 4.9 overall out of 5.
Jacques Financial CPA's accepts the following forms of payment: CreditCard
No, Jacques Financial CPA's does not offer free project estimates.
No, Jacques Financial CPA's does not offer eco-friendly accreditations.
No, Jacques Financial CPA's does not offer a senior discount.
No, Jacques Financial CPA's does not offer emergency services.
No, Jacques Financial CPA's does not offer warranties.