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Potomac Advisory Group
3 Bethesda Metro Center Suite 700, Bethesda, MD 20814, United States
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su
Review №1

Kevin is a wonderful person to work with and is always there to support you. I filed my amended return with Kevins help and despite all the challenges caused by this pandemic I always found Kevin to be extremely supportive, professional and always on top of things. Thank you Kevin and Potomac group for this wonderful service!

Ja
Review №2

I am extremely pleased with Kevin. I’ve worked with him for several years and he always goes above and beyond for me. He came in at the last minute and cleaned up a tax issue I had with another tax preparer, and successfully got me to the finish line. He’s not only done my taxes, but helped me with numerous things regarding my business as well. I would strongly recommend his services, as he is extremely knowledgeable, hard working, and dependable. I’m looking forward to continuing to work with him.

Me
Review №3

Kevin OReilly is smart, knowledgeable, efficient & personable. He knows his STUFF & listens to what the client has to say. After utilizing his services, I would not go to any other CPA. Now I realize what I have been missing all these years; a human being that does not treat me like a number.

fr
Review №4

Kevin OReilly is the gold standard of tax preparation and an important asset to the Potomac Advisory Group------W Fredric Gatlin

Ca
Review №5

Weve worked with Kevin for several years now doing our taxes, which arent always that straightforward. Hes always worked to get us the most back that we can and is very reasonably priced for doing so. Thank you Kevin!

Ch
Review №6

Kevin has always been a great help, managed to get us out of a few holes with past documents from previous tax filings. Recommended.

Er
Review №7

Kevin is always available, great to work with, awesome at what he does, and truly concerned about his clients and interested in their growth! We highly recommend Kevin and his firm!

Pe
Review №8

I have used Emerald and Kevin OReilly for all my tax needs for seven years and counting. Fantastic service, great value and always top-notch products. Highly recommended!

Da
Review №9

Kevin is very knowledgeable, extremely responsive and helpful. I would not hesitate to recommend Kevin and Emerald Advisor group.

Do
Review №10

Fantastic company. They helped me with problem with IRS that my previous account crated. Kevin was very detailed oriented and helped to take my stress away by explaining what the issues were and the action steps to fix them. Plan to use him for many years.

Ly
Review №11

The stuff is really great. Overall, its a great company. Great customer service ever i seen. I would strongly recommend to all of them and five star from me. I’ll definitely be using this service again. It was a great experience for me.

Je
Review №12

Emerald Advisor Group always do a fantastic job with my taxes! They always take time to explain things to me and help with tax prep in every way that they can. Everyone who works there is very well versed on taxes and the law. They are my go-to group and I highly recommend them!

Fa
Review №13

We are so obliged by Emerald Company how they sort out all our taxes and finances. Team provide us audit assistance as well. And save our lives by tax preparation and If you have the need for any financial services, please do yourself a favour and call Emerald Advisor Group.I have referred a few friends and theyre also all happy and satisfied by their services. We will continue to use Emerald Advisor Group in upcoming years definitely. Highly recommended.

Th
Review №14

Kevin is extremely knowledgeable when it comes to preparing taxes. He helped us receive the maximum refund by using his insider knowledge of tax rules and regulations. We were so pleased by his service and felt his fee was extremely fair and justified. I highly recommend using Emerald Advisor Group! We will certainly be going back to Kevin next year.

Mi
Review №15

So grateful for a personal recommendation to contact Kevin. He and his team were fantastic from start to finish. Will definitely be recommending them to others and will call again when it comes time for my next mortgage or refi!

ma
Review №16

Kevin is very professional and diligent. He did our return quickly and he was very patient with our many questions. 5 star service.

wi
Review №17

I agree with Ms Bradley .This string of five star reviews doesn’t seem to be in keeping with my experience. I have used this service a few times, and encountered incredible unreliability. In the end, I engage another provider to do the return.

Je
Review №18

Kevin OReilly was incredibly fast, thorough, and professional. I also received the largest return in the shortest amount of time ever. I didnt even have to physically go to his office of I didnt want too as he offered a very simple and intuitive online document sharing option. I only wish I had known about him sooner. Thank you, Kevin.

Kr
Review №19

Quick response. Thorough. Flexible with how you can submit your paperwork for completion. Very happy with service!

Mi
Review №20

This is a great company. I need tax service help and I will never go anywhere else. Everyone was super friendly and very knowledgeable. I absolutely loved the experience. Thank you guys so much.

An
Review №21

Kevin has done our returns for several years. He is prompt, thorough and always timely in responding to questions. Seems very reasonably-priced and makes the process easy.

Ad
Review №22

When your taxes are getting too complicated , its time to find a great tax specialist. This will be the best choice to work with Emerasld. Proper planning and the type of insight that they hold, as a company, is absolutely a necessity and a huge factor in the equation for the success of any business.

Su
Review №23

I went to Kevin after discovering an error that my previous tax preparer had made several years back which resulted in a very significant overpayment of taxes. Kevin amended the old returns and worked diligently to cut through the red tape, resulting in our getting substantial federal and state refunds that we thought we would never see. I recommend Kevin OReilly and Emerald Advisors highly!

Fr
Review №24

Already 2 years Kevin prepares my Return, also providing all the necessary to make it perfect for me that I am not American. Really great.

Pe
Review №25

We had again extremely pleasant tax filing experience with Kevin. Filing was accurate and returns were refunded to our account super fast. We will be coming back to work with Emerald Advisor Group again next year.

Da
Review №26

Very responsive and knowledgeable. Excellent firm.

Ka
Review №27

I am flabbergasted by these reviews based on my current experience. It is currently 9:30 on April 15, 2019 and I have not heard anything from Emerald Advisors about two tax returns they are supposed to be doing for me. I gave them the materials on March 6, inquired on April 8, was told it just needed to be reviewed and that would be done that day or the next, inquired again on April 12, was told it would be done over the weekend and to check my email, nothing all weekend and now no one is replying to my calls or emails. This is extremely unprofessional and stressful. I am preparing to file an extension on my own and just guess what I might owe as I dont know what else to do. I cannot reconcile my experience with these reviews. Update as of 5/29/19: Kevin OReilly contacted me later on April 15 to apologize and explain that he had been overwhelmed. To his credit, he took full responsibility and did not try to make excuses. He filed an extension that day and contacted me within the month with my completed taxes ready to file. He assured me that new procedures would be in place for next year. Perhaps all the positive reviews led to too much growth to manage. I am planning on giving him another chance next year as I trust that he is going to address the communication issue so this doesnt happen again.UPDATE: Kevin OReilly contacted me later on April 15 to apologize and explain that he had been overwhelmed. To his credit, he took full responsibility and did not try to make excuses. He filed an extension that day and contacted me within the month with my completed taxes ready to file. He assured me that new procedures would be in place for next year. Perhaps all the positive reviews led to too much growth to manage. I am planning on giving him another chance next year as I trust that he is going to address the communication issue so this doesnt happen again.

Sa
Review №28

This was the worst experience I’ve ever had with a tax preparer. He didn’t file my taxes correctly (putting income as other instead of self-employment) and I missed it, so years later after an audit I owed $3,500 plus interest. I do NOT recommend Kevin to prepare your taxes. He’s not trustworthy and will not own up to his mistakes, causing you tons of money in the end.

Ga
Review №29

Efficient, thorough and reasonable ... a pleasant experience and Im happy with the results. Ill be using the Emerald Advisor Group for many, many years to come and will recommend them to friends and family.

Ky
Review №30

No one even answers the phone here anymore will be filing with some one else this year.

Bi
Review №31

Excellent. Kevin OReilly is an excellent and knowledgeable accountant. Also a pleasure work with.

Dm
Review №32

Great company and excellent service! I was using their assistance to obtain ITIN number for my wife.

Br
Review №33

Working with Kevin has been a pleasure.

Information
2 Photos
33 Comments
4.5 Rating
  • Address:3 Bethesda Metro Center Suite 700, Bethesda, MD 20814, United States
  • Site:http://potomacadvisorygroup.com/
  • Phone:+1 202-559-5592
Categories
  • Tax preparation service
  • Bookkeeping service
  • Dental insurance agency
  • Financial planner
  • Health insurance agency
  • Insurance agency
  • Life insurance agency
  • Payroll service
  • Tax preparation
Working hours
  • Monday:8am–8pm
  • Tuesday:8am–8pm
  • Wednesday:8am–8pm
  • Thursday:8am–8pm
  • Friday:8am–8pm
  • Saturday:8am–5pm
  • Sunday:Closed
From the business
  • Identifies as veteran-led:Yes
Service options
  • Online appointments:Yes
Accessibility
  • Wheelchair-accessible entrance:Yes
  • Wheelchair-accessible lift:Yes
  • Wheelchair-accessible toilet:Yes
Amenities
  • Toilets:Yes
Planning
  • Appointments recommended:Yes
  • LGBTQ-friendly:Yes
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