Your Meticulous Gaithersburg Accountants
At J.R. Lupo CPA, we go beyond just crunching numbers. We are trusted advisors, partners, and friends who prioritize relationships and personalized solutions to help individuals and businesses reach their full potential. With over 30 years of expertise in accounting and tax planning, our team is dedicated to providing proactive and personalized solutions to maximize your financial success.
Our Values
Our core values guide us in everything we do:
- Integrity: We uphold the highest ethical standards and transparency in all our client engagements.
- Client Focus: We prioritize understanding your unique needs and goals to tailor our services to your specific situation.
- Growth Mindset: We are constantly learning and evolving to provide cutting-edge solutions and strategies.
- Accessibility: We are easily reachable and responsive to your questions and concerns.
Accounting Services
- Comprehensive accounting support, including financial statement preparation, bookkeeping, and payroll services.
- Outsourced CFO services to manage your financial operations efficiently.
- Financial planning and budgeting to achieve your financial goals.
Tax Planning and Preparation
- Comprehensive tax planning to minimize your liability and maximize your refunds.
- Preparation of state, federal, and international tax returns for individuals and businesses.
- Compliance with tax regulations and deadlines.
Additional Services
- Outsourced CFO Services: Get strategic guidance on financial planning, budgeting, and risk management from experienced professionals.
- Financial Planning: Develop a personalized roadmap to achieve your financial goals, whether it's retirement planning, investment strategies, or succession planning.
Why Choose J.R. Lupo CPA?
- Experienced and certified professionals with deep expertise in accounting, tax planning, and financial guidance.
- Personalized and responsive client service focused on building lasting relationships.
- Comprehensive and customized solutions tailored to your unique needs.
- Transparent communication and competitive fees.
Our Team
Led by Joe Lupo, CPA, a seasoned professional with over 30 years of experience, our team comprises skilled and experienced individuals dedicated to exceeding client expectations. We are passionate about helping clients achieve financial success and achieve their dreams.
Exceptional Customer Service and Tax Expertise
The reviews for JR Lupo P.A CPA are overwhelmingly positive, with all clients praising the firm's exceptional customer service, expertise, and professionalism. Clients appreciate the team's ability to break down complex tax matters into manageable and easy-to-understand summaries, as well as their prompt and responsive communication.
Consistency and Trustworthiness
Several clients have been working with JR Lupo P.A for many years, and many have expressed their trust and appreciation for the firm's consistency and reliability. Clients feel comfortable with the team's attention to detail and expertise, and many have recommended the firm to others.
Personal Touch and Family-Like Atmosphere
Several clients have complimented the team on their friendly and personable nature, describing the atmosphere as "family-like." Clients appreciate the personalized service and attention they receive from the firm, which makes the tax preparation process a pleasant experience.
Attention to Detail and Efficient Service
Clients have praised the team's attention to detail, which ensures that they receive their maximum benefits. The firm's efficiency and prompt communication also leave a positive impression, as clients appreciate the quick turnaround time and availability for questions and concerns.
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