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 [email protected].

 
Undisclosed
 
Undisclosed
 
10 - 49
 Founded
1984
Show all +
Gaithersburg, MD
headquarters
  • 100 Lakeforest Blvd., Suite 650
    Gaithersburg, MD 20877
    United States
other locations
  • 210 Wirt Street, SW., Suite 201
    Leesburg, VA 20175
    United States
  • 150 S. East St., Ste. 103
    Frederick, MD 21701
    United States

Reviews

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Tax Preparation Services for Water Company

"Their responsiveness, professionalism, and knowledge are all really impressive."

Quality: 
5.0
Schedule: 
5.0
Cost: 
5.0
Willing to refer: 
5.0
The Project
 
$10,000 to $49,999
 
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.

The Reviewer
 
1-10 Employees
 
Poolesville, Maryland
Susan Bierly
President, IMC Water Coolers
 
Verified
The Review
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.

A Clutch analyst personally interviewed this client over the phone. Below is an edited transcript.

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.

5.0
Overall Score
  • 5.0 Scheduling
    ON TIME / DEADLINES
    I never have a concern or question.
  • 5.0 Cost
    Value / within estimates
    I feel like I get my money’s worth.
  • 5.0 Quality
    Service & deliverables
    They’re always dependable and follow through.
  • 5.0 NPS
    Willing to refer