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Potomac Advisory Group

  • Financial Services
  • Bethesda, MD
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About this business

FinanceFinancial ServicesInvestment ServiceTax Services

Kevin has decades of experience in the tax industry, and a record of success in helping clients across the country pursue their goals. He is an Enrolled Agent and holds Masters Degrees in Organizational Management and Accounting and Finance. Kevin has chosen to work with Avantax, the most trusted name in investment advisory services, to bring the best possible solutions to his clients. He focuses on quickly and accurately addressing the changing financial, insurance, and tax needs of his clients throughout the year. 

Location details

3 Bethesda Metro Center Suite 700, Suite 700, Bethesda, MD, 20814, United States

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4.951 reviews
Jacqueline Brooks's profile image
Jacqueline Brooks 
3 years ago

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. 

suvo chatterjee's profile image
suvo chatterjee 
2 years ago

Kevin is a wonderful person to work with and is always there to support you. I filed my amended return with Kevin's 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! 

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Theresa Nelson 
6 years ago

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. 

Surf and Paddle's profile image
Surf and Paddle 
4 years ago

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 O'Reilly and Emerald Advisors highly! 

Cara's profile image
3 years ago

We've worked with Kevin for several years now doing our taxes, which aren't always that straightforward. He's always worked to get us the most back that we can and is very reasonably priced for doing so. Thank you Kevin! 

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Frequently asked questions about Potomac Advisory Group

How is Potomac Advisory Group rated?

Potomac Advisory Group has a 4.9 star rating with 51 reviews. 

When is Potomac Advisory Group open?

Potomac Advisory Group might be open. It requires an appointment.