We are an independent financial services firm assisting clients in securing a future for themselves and their families and act as a financial compass for their plans. We provide comprehensive wealth management, including tax, finance, and insurance services and our goal is to help you live the best life you can. Our top priority is to serve our clients first, last, and always and we believe our clients appreciate the value we offer and our personalized attention.
Based in Bethesda, Maryland, we work with families and businesses in the Greater Washington and Baltimore areas. We invite you to contact us today to learn more about how we can help you pursue your goals through a coordinated approach. Read more
Had my taxes done by Mr. O'RIley this year. Up until this year I used turbo tax and am happy I made the transition. He was pleasure to work with, gave great advice and went over the best options to get the most amount of reimbursement. He was knowledgeable and professional. Just make sure you bring all of your tax documents with you to get fastest service. I have already referred friends to him and will definitely use him again in the future.Original recommendation
...I was sent paperwork to help me organize my materials prior to our meeting. I was even sent a reminder about our meeting! Kevin was friendly and easygoing and efficient. All things I appreciate in a professional. I was priced accordingly to my tax since my taxes were pretty, straightforward. I was really happy with the services I received and look forward to working with them next year. I highly recommend them.Original recommendation
Kevin and his team were amazing. I had a problem with my taxes left over from a previous accountant. He took care of that and then give me strategy to help reduce my taxes moving forward. I had never had that before. All previous accountants simply put the number in the computer and handed me a bill. He is terrific and will keep coming back for years to come.Original recommendation
It was a delight working with Emerald Advisor. I was searching for someone who could guide me into the process of filing my taxes and a friend referred me to Kelvin and his team. I wanted someone who was efficient, responsive, organized, and has the capacity to simplify tax issues and got what I was probing for. I will continue to work with Emerald Advisor in the future and recommend them to anyone that is looking to sort out their taxes.Original recommendation
Highly suggest Emerald Financial Group and Kevin O'Reilly tax services. Kevin saved us 21% (including his fee) from the number I received using TurboTax. Very easy to communicate with. Great to work with and will be using him going forward.Original recommendation