Inspiring Financial Success, One Client at a Time
Welcome to Pro Finance Accounting and Tax Services, a full-service accounting, tax planning, and preparation, and business advisory firm serving clients in the Washington, DC metro area. Our experienced and solution-driven professionals are dedicated to meeting the financial, accounting, and tax needs of small to medium-sized businesses and individuals. With over three decades of experience, we have built a reputation for providing personalized service, expert guidance, and effective solutions for our clients.
Our Services
At Pro Finance, we offer a wide range of accounting and tax services designed to help businesses thrive. Our services include:
- Accounting Services: From small business accounting to financial planning and financial statement preparation, we provide comprehensive accounting services tailored to meet the unique needs of each client.
- Tax Services: Our team of experts helps individuals and businesses navigate the complexities of tax planning, preparation, and representation. We ensure that our clients take advantage of all available tax credits and deductions to minimize their tax liability.
- QuickBooks: We offer QuickBooks services, including set up, training, and support, to help businesses streamline their accounting processes and make informed financial decisions.
- Audit and Financial Services: Our experienced auditors and financial experts provide thorough audits, financial statement preparation, and other financial services to ensure our clients' financial statements are accurate, complete, and comply with regulatory requirements.
- Business Formation: We assist businesses with formation, including entity selection, articles of incorporation, and bylaws.
- Non-Profit Services: Our team specializes in providing accounting and tax services specifically designed for non-profit organizations, ensuring compliance with charitable organization requirements and maximization of tax benefits.
Industries We Serve
At Pro Finance, we understand that each industry has unique financial challenges. We cater to the following industries:
- Construction: We help contractors and construction companies track expenses, maintain optimal cash flow, and navigate complex tax regulations.
- Non-Profit: Our team provides tailored accounting and tax services for non-profit organizations, ensuring compliance with regulatory requirements and maximization of tax benefits.
- Real Estate: Our experts address the unique financial challenges of real estate businesses, streamlining accounting processes and minimizing tax liabilities.
- Technology: We help technology companies, including start-ups and mature companies, navigate complex tax regulations and financial challenges to achieve success.
Our Philosophy
At Pro Finance, we believe that every client has unique financial goals and challenges. We pride ourselves on understanding each client's needs, building strong relationships, and delivering personalized service and expert guidance. We strive to be a trusted partner in our clients' financial journey, providing timely and effective solutions that meet their evolving needs.
Contact Us
For a free 30-minute consultation or to request a consultation, please call us at (301) 610-9966 or schedule a consultation online. We look forward to serving you.
Overview
Pro-Finance Accounting and Tax Services, spearheaded by Joe Schmelzle, has received numerous positive reviews from satisfied clients. The majority of reviewers praised Joe's exceptional service, professionalism, and attention to detail.
Communication and Responsiveness
Several clients highlighted Joe's excellent communication skills, noting his prompt responses to questions and concerns. He is described as approachable and available, making it easy to reach out for guidance or clarification.
Tax Preparation and Financial Services
Many reviewers praised Joe's expertise in preparing taxes, audits, and financial reports. His attention to detail and professionalism have earned clients' trust and confidence. His ability to navigate complex tax laws has been praised by multiple reviewers.
Customer Service
Several clients appreciated Joe's patience, understanding nature, and willingness to accommodate their unique needs. He is described as empathetic and willing to explain complex financial concepts in a clear manner.
Challenges and Disappointments
One reviewer, Michael Martinez, had a negative experience with Joe's services, citing issues with multiple businesses, late extension requests, incorrect entries, and misplaced documents. This reviewer felt that Joe did not take their questions seriously and expected them to do the bulk of the proofreading.
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