# DeLeon & Stang DeLeon & Stang Reviews (5), Pricing, Services & Verified Ratings - 4.8 out of 5 average review rating - 0 connections joined DeLeon & Stang's Network [Visit Website](https://deleonandstang.com/) [Get a Custom Proposal](https://clutch.co/profile/deleon-stang) **Strategic Insights. Practical Advice.** DeLeon & Stang is a professional services firm focused on helping clients succeed in every meaningful way — from complying with relevant tax laws to optimizing their core business processes. We provide business advisory services to a variety of clients, including growing Non-Profits, Government Offices, Government Contractors, and Small Businesses, as well as traditional CPA and tax services. While we leverage the latest and most innovative technology on behalf of our clients, we also adhere to the same core principles that have guided us since our founding in 1984. We welcome the chance to hear about the business issues that your organization faces, and are ready to roll up our sleeves and start addressing them. **To learn more about our services or to discuss particular business challenges you may face, contact us at info@deleonandstang.com**. ## Company Information - Number of employees: 10 - 49 - 3 Locations: - Gaithersburg, MD (Headquarters) - Leesburg, VA - Frederick, MD - Founded in 1984 ## Services, Focus Areas, Industries, and Clients ### Service Lines - 80% Accounting - 20% Business Consulting ### Focus Areas - General Accounting Focus: - 100% Financial Accounting - Tax Focus: - 100% Tax Preparation - Business Consulting Focus: - 25% Change Management Consulting - 25% Due Diligence Consulting - 25% Operational Change Consulting - 25% Strategy Development Consulting ### Industries - 12% Financial services - 12% Government - 12% Medical - 12% Information technology - 12% Non-profit - 16% Other industries - 12% Real estate - 12% Business services ### Clients - 100% Small Business (<$10M) ## Pricing Snapshot Average rating for cost based on this provider's reviews: 4.8 out of 5 **What Clients Have Said** *(This summary is based on verified Clutch reviews.)*: DeLeon & Stang's pricing varies, with a personal tax client paying approximately $1,000 annually and a nonprofit client investing about $25,000 for audits. Clients note good value for cost, citing professionalism and responsiveness, though fees have increased due to inflation. **Most Common Project Size**: $10,000 to $49,000 based on 5 reviews *(Pricing information for this provider is based on reviews where the project size was available.)* ### Pricing by Service - Accounting: $10,000 to $49,000 based on 5 reviews ## Reviews Clutch investigates each reviewer's identity and work history. Every review goes through a rigorous, human-led verification process to confirm the reviewer's identity, and reviews that we verify are visibly marked as 'Verified' so you can trust that they come from a real client. [Learn More](https://help.clutch.co/en/knowledge/how-clutch-verifies-reviews) ### DeLeon & Stang Review Insights Overall Review Rating: 4.8 - Quality: 4.8 - Schedule: 4.8 - Cost: 4.8 - Willing to Refer: 4.8 ### Top Mentions - Communicative (2 mentions) - Professional (2 mentions) - Accessible (1 mentions) - Exceeds expectations (1 mentions) - Great project management (1 mentions) - High-quality work (1 mentions) - Knowledgeable (1 mentions) - Timely (1 mentions) ### Review Highlights **Need for Enhanced Accounting Training** A client suggests that DeLeon & Stang could benefit from additional training in the latest accounting industry standards and practices. **Successful Financial Audits** DeLeon & Stang successfully completed financial audits and provided thorough reports, contributing to clients' financial clarity and compliance. **Effective Project Management** Clients commend the firm's strong project management skills, timely communication, and ability to meet deadlines consistently, enhancing client satisfaction. **High Client Satisfaction** Overall, clients express high satisfaction with DeLeon & Stang's services, citing their ability to exceed expectations and enhance business outcomes. **Strong Tax Preparation and Financial Planning** Clients appreciate DeLeon & Stang's reliable tax preparation services and financial planning advice, which help them understand and manage their financial standing effectively. **Trusted Long-Term Relationships** Long-term clients highlight their trust in DeLeon & Stang for consistently delivering excellent service over years of partnership. **Professional and Responsive Team** DeLeon & Stang is noted for their professionalism and responsiveness, with clients highlighting their polite communication and organized approach. **Secure Communication Tools** The use of secure tools for document exchange is appreciated, ensuring client data is handled safely and efficiently. **Excellent Documentation and Record Keeping** The company is praised for its meticulous documentation processes, allowing clients easy access to historical records, which aids in smooth financial decision-making. **Areas for Improvement in Data Security** One client suggests enhancing data security by adopting more secure methods for storing personal information, indicating room for improvement. ### DeLeon & Stang Reviews #### Accounting Services for Database Architect **The Project** - Services: Accounting - Project size: Less than $10,000 - Project length: Nov. 2008 - Ongoing **Project Summary**: DeLeon & Stang has helped a database architect prepare their taxes and compare their financial statements for many years. Their work helps the client have a clearer understanding of their financial situation. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Database Architect, Digital Consulting Company - Industry: Other industries - Client size: 1-10 Employees - Review Type: Phone Interview - Verified **The Review** — Apr 9, 2022 **Feedback Summary**: The client is very satisfied with DeLeon & Stang’s work and excellent documentation process, which have helped them ease their financial decisions. The team is very professional, communicative, and polite, as well as highly organized and responsive. "“They’re very polite, hard workers, and their documentation is very professional.”" **BACKGROUND** Introduce your business and what you do there. I’m a database architect working for a digital consulting company. However, DeLeon & Stang is providing services to me, personally, unrelated to my company. **OPPORTUNITY / CHALLENGE** What challenge were you trying to address with DeLeon & Stang? I needed help comparing the results of last year’s and current year's tax submissions so that I could get a clear picture of where I stood on my savings and how much I was earning comparatively. **SOLUTION** What was the scope of their involvement? DeLeon & Stang has been doing my tax returns since 2008. They make comparisons of my savings using a 401(k) to compare how much I’m earning and saving from one year to another. These comparisons give me a good forecast of where I stand on my savings, how much I’m earning, and how much I need for my retirement. In addition to tax preparation, they also provide financial planning. I haven’t opted for financial planning yet, but I plan to get their help from next year onward. What is the team composition? I’ve been working with Dan (Partner & Director of Tax Services) since we started our engagement. Still, another person helps me with W-2 uploads and other things. How did you come to work with DeLeon & Stang? I’ve been living in Gaithersburg since 2008, and I found out about DeLeon & Stang when I moved to this area. How much have you invested with them? Currently, DeLeon & Stang's fee is around $1,000 per year, but it was $500 before. So far, I’ve paid them around $6,000–$7,000. They’ve increased their professional fee due to inflation, but it’s worth it. What is the status of this engagement? I started working with DeLeon & Stang in late-2008, and our engagement is ongoing. **RESULTS & FEEDBACK** What evidence can you share that demonstrates the impact of the engagement? I’m more than satisfied with DeLeon & Stang’s work and service; they’ve exceeded expectations. Their documentation keeping is great. I’m currently trying to buy a home, and I was able to get tax submissions for the years 2000–2019 from them without any hassle. How did DeLeon & Stang perform from a project management standpoint? DeLeon & Stang’s management and communication are very good. They’re very polite, hard workers, and their documentation is very professional. More than 70% of communication is via email, and the rest is over the phone. I get emails from them at 5 a.m., so I know where I stand with my service before I start working. Additionally, they use SecureSend and another tool for sending documents in a secure way, which is great. What did you find most impressive about them? DeLeon & Stang is very professional, organized, and highly responsive. Are there any areas they could improve? It would be great if DeLeon & Stang stored addresses and other personal information in a secure way. I was working for a payment provider in 2015, focusing on more secure ways of storing data using encryption. Using that kind of system would be great for them. Do you have any advice for future clients of theirs? DeLeon & Stang is one of the best tax preparation companies, and I recommend reaching out to them. I’ve referred them to a couple of friends. --- #### Accounting Services for Nonprofit Financial Organization **The Project** - Services: Accounting - Project size: $10,000 to $49,999 - Project length: March 2021 **Project Summary**: DeLeon & Stang provided accounting services for a nonprofit financial organization. The team was responsible for all annual financial audits. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 4.0 - Willing to Refer: 5.0 **The Reviewer** CFO, Actors Federal Credit Union - Industry: Financial services - Client size: 11-50 Employees - Review Type: Online Review - Verified **The Review** — May 10, 2021 **Feedback Summary**: DeLeon & Stang delivered a report with complete descriptions of the entire work. Moreover, the team met all the given deadlines for the project. ""The team was very responsive to all questions that we had."  " **BACKGROUND** Please describe your company and your position there. Actors FCU is a credit union and I am the CFO **OPPORTUNITY / CHALLENGE** For what projects/services did your company hire DeLeon & Stang, and what were your goals? full financial audit **SOLUTION** How did you select this firm and what were the deciding factors? We've been working with DeLeon and Stang for over 20 years and we've always received an excellent service Describe the engagement and overall scope of work in detail, including the stages of the partnership and any software or documents used. They performed all our annual audits, the last one was opinion audit on the financial statements, loans and cash activities as of Dec 31, 2020. The audit is usually done within 3 day period with report issued after few weeks time. Describe their billing or cost structure. The bill is sent after the audit completion. How many resources from the firm's team worked with you, and what were their positions? We worked with Kevin, audit manager and two more staff members from his team. **RESULTS & FEEDBACK** Can you share any measurable outcomes of the engagement or general feedback about the services? A draft report was issued on a timely manner with few findings to respond to. After that a final report was issued with full description of the scope of work by areas of engagement. Describe their project management style, including communication tools and timeliness. Everything is done through secure internet site, very easy to use and upload documents. All parties involved always met the deadlines. What did you find most impressive or unique about this company? The team was very responsive to all questions that we had. always available to give professional opinion on a problem my CU is trying to resolve. --- #### Tax Preparation Services for Consulting Business **The Project** - Services: Accounting - Project size: Less than $10,000 - Project length: Feb. - Mar. 2020 **Project Summary**: DeLeon & Stang handled tax preparations for a consulting business. The team also provided advice for the client's business and personal goals. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** Partner, Chase Media LLC - Industry: Advertising & marketing - Client size: 1-10 Employees - Review Type: Online Review **The Review** — Jan 29, 2021 **Feedback Summary**: DeLeon & Stang delivered the project successfully. Their workflow was seamless and easy. They provided a platform for information sharing, storage, and retrieval. ""They retained top associates so that I had a sense of continuity and care over the years." " **BACKGROUND** Please describe your company and your position there. I am the sole proprietor of a consulting business in the media and advertising marketplace. **OPPORTUNITY / CHALLENGE** For what projects/services did your company hire DeLeon & Stang? DeLeon & Stang provides annual tax preparation and small business advice. What were your goals for this engagement? My primary objective was the feel 100% certain that the tax advice I received was aligned with my business and personal goals and that there would be no hiccups in the process of the results. **SOLUTION** How did you select DeLeon & Stang? The firm was recommended to me by a trusted adviser more than 20 years ago. I have been so happy that I took the lead and acted on it. Describe the engagement in detail. Personal and business tax preparation for me and my family. Describe their billing or cost structure. Standard and competitive billing based on agreed-upon metrics. No surprises, ever! What was the team composition? Dan Dellon as lead, head office associates in the background.   **RESULTS & FEEDBACK** Can you share any outcomes from the engagement that demonstrate progress or success? For two decades I have filed tax returns that support my business and personal goals without any concern. All questions are addressed, all avenues explored, patience is a virtue practiced adroitly by DeLeon & Stang. How effective was the workflow between your team and theirs? Seamless and uncomplicated, with up-to-date e-platforms for information sharing, storage, and retrieval. What did you find most impressive about this company? They retained top associates so that I had a sense of continuity and care over the years. When my lead tax expert retired I was referred to another executive who hit the ground running and has been an outside asset to my business. Are there any areas for improvement? None. --- #### Financial Audit for Org. Management Co. **The Project** - Services: Accounting - Project size: $10,000 to $49,999 - Project length: Apr. 2018 - Apr. 2019 **Project Summary**: DeLeon & Stang provided financial audits for a membership nonprofit in the healthcare industry. In addition to their two audits, they completed Form 990 for the organization. **Review Rating**: 4.0 - Quality: 4.0 - Schedule: 4.0 - Cost: 5.0 - Willing to Refer: 4.0 **The Reviewer** Executive, Org. Management Co. - Industry: Other industries - Client size: 11-50 Employees - Review Type: Phone Interview - Verified **The Review** — Oct 8, 2020 **Feedback Summary**: The team completed the audits as required and requested both years they were asked. Communication wasn’t an issue because the team was well-structured in their project management. However, their team could’ve been better training in the latest industry standards. "“Communication and organization have been good.” " **BACKGROUND** Introduce your business and what you do there. We’re a membership nonprofit, composed of more than 400 corporate and health industry partner members. I’m the CFO. We aim to provide a platform for large employers and health industry partners to convene and determine solutions for healthcare industry solutions.  **OPPORTUNITY / CHALLENGE** What challenge were you trying to address with DeLeon & Stang? They were our tax auditors. **SOLUTION** What was the scope of their involvement? In 2018 and 2019, they completed tax audits for our organization. They also prepared Form 990 for us for those years.  What is the team composition? We worked with about three of their team members. How much have you invested with them? We spent a total of $25,000–$26,000.   What is the status of this engagement? My first interaction together was in April 2018. We also worked together in April 2019 before we changed our audit team. **RESULTS & FEEDBACK** What evidence can you share that demonstrates the impact of the engagement? They were successful in completing the required audit.   How did DeLeon & Stang perform from a project management standpoint? Communication and organization have been good.   Are there any areas they could improve? They could benefit from some more intensive training in accounting industry standards and best practices. --- #### Tax Preparation Services for Water Company **The Project** - Services: Accounting - Project size: $10,000 to $49,999 - Project length: Jan. 2004 - Ongoing **Project Summary**: DeLeon & Stang does corporate taxes and both personal and business returns. They also provide financial consulting about projections and reporting. **Review Rating**: 5.0 - Quality: 5.0 - Schedule: 5.0 - Cost: 5.0 - Willing to Refer: 5.0 **The Reviewer** President, IMC Water Coolers - Industry: Other industries - Client size: 1-10 Employees - Review Type: Phone Interview - Verified **The Review** — Feb 26, 2020 **Feedback Summary**: DeLeon & Stang plays an essential part in making the client the best they can be and because of there knowledge of the latest trends, the client is able to stay up to date. They have good communication skills and reach out through phone calls and emails. ""Their responsiveness, professionalism, and knowledge are all really impressive." " **BACKGROUND** Introduce your business and what you do there. I’m the president of IMC Water Coolers. **OPPORTUNITY / CHALLENGE** What challenge were you trying to address with DeLeon & Stang? I hired them to do my corporate taxes and maintain a plan of action proactively versus reactively. We were previously using another firm. **SOLUTION** What was the scope of their involvement? DeLeon & Stang helps with taxes and personal returns, as well as business returns. They also do financial consulting for us about projections and reporting. What is the team composition? I work with four CPAs. How did you come to work with DeLeon & Stang? I was referred to them, so I decided to meet with them. I chose them because they have high recommendations, are professional, and I can trust them. How much have you invested with them? I’ve spent about $25,000 with them so far. What is the status of this engagement? We began working together in January and our relationship is currently ongoing. **RESULTS & FEEDBACK** What evidence can you share that demonstrates the impact of the engagement?  Our company has been able to take full advantage of the latest tax trends because DeLeon & Stang stay up to date with them. They're also excellent at forecasting and because of their help, I think our company is in the best shape we could be. How did DeLeon & Stang perform from a project management standpoint? They're good. We communicate four times a year through phone calls and emails. What did you find most impressive about them? Their responsiveness, professionalism, and knowledge are all really impressive. Are there any areas they could improve? No, not at all. Do you have any advice for potential customers? Communicate well with them and develop a relationship of trust. --- ## Portfolio & Awards ### Industry Recognitions - DeLeon & Stang CPAs and Advisors donates $5,000 to - DeLeon & Stang Certified Public Accountants & Advi ## Key Clients - IMC Water Coolers ## Packages ## Locations (3) ### Gaithersburg, MD (Headquarters) - 100 Lakeforest Blvd., Suite 650 - Gaithersburg, MD 20877 - United States - 16 - 20 employees - Phone: (301) 948-9825 ### Leesburg, VA - 210 Wirt Street, SW., Suite 201 - Leesburg, VA 20175 - United States - 10 - 15 employees - Phone: (571) 442-5220 ### Frederick, MD - 150 S. East St., Ste. 103 - Frederick, MD 21701 - United States - 16 - 20 employees - Phone: (301) 250-7400 ## Contact DeLeon & Stang [Send a message](https://clutch.co/profile/deleon-stang) ### Connect on Social - [LinkedIn](https://www.linkedin.com/company/deleon-and-stang-cpa's-and-advisors) - [Facebook](https://www.facebook.com/DeLeonStang/) - [X](http://twitter.com/DeLeonStang)