Mr. Joel F. Cassman, CPA, prepared my wife's and my joint income tax returns for 2013 and 2012, and amended our 2011 returns (federal and state) in addition to correctly advising us on and preparing our foreign assets declaration (FBAR) for the U.S. Treasury.
I am happy to state that Mr. Cassman assisted us very efficiently during the whole process of preparing and filing our returns. He was very attentive and always available to answer any questions we might have had. I found his services highly satisfactory and I am planning to count on him for the preparation of our tax returns next year.
- Ambassador Bernardo Pericas-Neto, retired diplomat, McLean VA
Joel Cassman has filed my 5 late tax returns for IRS and VA in record time and has gotten me nice refunds -- and no penalties. He is well organized and succeeded in pushing me to supply all necessary information -- while remaining pleasant. He has given me sound advice on estate planning and other financial matters. I like the way he follows through and leaves no loose ends. I strongly recommend him.
- Dr. S Fred Singer, PhD, Chairman Emeritus, Science and Environmental Policy Project , Arlington VA
I've been a client of Joel Cassman, CPA, for three years and I strongly recommend him. Thanks to Joel, I was able to successfully resolve a multi-year tax situation with the IRS due to a negligent CPA I previously hired, and significantly reduce my tax liability. Joel's thorough knowledge of the Tax Code, his responsiveness to address matters in a timely fashion and his dedication to his clients make him a wonderful CPA. I plan to count on him for my future tax needs.
- Nicole Adams, Project Manager, Arlington VA
I am writing to inform you about the wonderful service I received from my CPA, Mr. Joel Cassman. I presented Mr. Cassman with what I thought was a huge problem! I had a worsening debt to the IRS due to a missing W-2 form from 2009. I was very overwhelmed with the letters I was receiving from the IRS.
Mr. Cassman was kind and thorough and helped me resolve my issues with both the State of Maryland and the IRS. He filed an amended return and helped me to negotiate a reduced penalty.
Mr. Cassman went on to assist me with preparing my 2012 tax returns and was very helpful due to his attention to detail. He kept asking me questions about my deductible work expenses and lifestyle that resulted in me receiving the maximum tax refund I was due.
I am truly grateful for his aptitude and professionalism! I will seek out Mr. Cassman's expertise every tax season.
- Amy Manning, RN, Annapolis MD