Services

We are located in Cheverly, Maryland and offer the following services to our clients in the Maryland, Northern Virginia, Baltimore, Washington, DC, and Annapolis areas. We also have a satellite office in Philipsburg, Montana.

Income Tax Preparation

With more than 28 years of experience in the field of tax preparation, we prepare federal, any state, and some international income tax returns. Taxes are filed electronically via e-file at no extra charge.

Tax and Financial Planning

We provide comprehensive long-term tax planning, and work with associates to develop a financial plan tailored to your needs.

Small Business and Corporate Tax Filing

We can prepare appropriate federal and state tax filings for corporations, partnerships, and Limited Liability Companies. We also provide quarterly and year-end filings for wages, unemployment insurance, and personal property taxes.

Small Business and Corporate Services

We can assist in planning and implementation of retirement and insurance programs from your business.

Assistance in Small Business and Corporate Set-ups

We can help your business launch successfully by assisting you in setting up charters, planning tax and financial strategies, and obtaining a Employer Identification Number or EIN. We can establish the initial filing requirements, and coordinate with appropriate bookkeeping and payroll services.

Tax Problem Resolution

We have many years of experience in successfully helping individuals and businesses solve tax problems with both the IRS and State Governments.

Fiduciary Tax Filing

Estate tax planning is critical to avoid excessive taxation of the estate. We can help you plan a strategy and prepare fiduciary tax returns.

Tax Filings for Bankruptcy Cases

We can prepare back tax returns for the past ten years. Declaring bankruptcy requires that all your past taxes are filed.

Assistance with applications for Education Grants

We can assist you in preparing applications for higher education grants and scholarships e.g. FAFSA and Pell Grants.

Notary Public Services

We serve as your impartial witness when important documents are signed.

Schedule an Appointment

Please fill out this form to make an appointment with Gary. We will contact you as soon as possible to let you know which of your preferred dates and times are available.

Please send your request 7 to 10 days before your preferred appointment.

List three dates and times you would like to make an appointment with Gary. During the tax season (from January to April), we are available from 9:30 a.m. to 10:00 p.m., seven days a week.

Please enter your preferred dates and times in the following format: February 25 at 5:30pm or March 1 in the evening.

If you do not receive an email response within 24 hours, please call the office at 301-322-7290.

Frequently Asked Questions

What should I bring to the first appointment?

Please use the Checklist, and Organizer as guides. Any documents that support the information you include on them, should be brought in with you. Do not forget your dependent information including their Social Security numbers!

Do you offer Refund Anticipation Loans (RAL's)?

No, we do not administer Refund Anticipation Loans. We do not believe they are advantageous to our clients.

How do you set rates?

The tax preparation fee depends on the complexity of your return and is calculated based on the forms needed to complete your return.

My spouse and I are separated, should we file a joint return or married filing separately?

This answer will vary from couple to couple. There are few factors including business deductions, and dependents that have to be taken into account before making this decision about your filing status. It is best to fill out both types of returns, and then choose the one that will give you the least tax liability.

Are medical expenses deductible?

Yes, but only for the portion that exceeds 10% of your Adjusted Gross Income (AGI). In other words, the medical expenses must reach thousands of dollars before they have an impact on your tax return.

How soon will I get my refund?

The Federal refund will be deposited on your account 8-15 days after the acceptance of electronic filing. If you choose to get a check, it'll take a week longer. State returns vary, but for example Maryland, Virginia, and DC returns are usually on your account in 3-5 days.

Refund Status

Please have your tax return at hand and visit the sites below to check your refund status. The Federal refund will be deposited in your account 8-15 days after the acceptance of electronic filing. If you choose to get a check, it will take a week longer. State returns vary. For example, a Maryland return is usually deposited in your account in 3-5 days.

About Us

Gary Spoon CPA was established in 1987 in Annapolis, MD. The office was relocated to Cheverly Maryland a year later. The Cheverly office provides for convenient access from Route 50, the Baltimore-Washington Parkway, and is within minutes of the Cheverly Metro Station.

Gary Spoon CPA PC is an Authorized IRS e-file provider.

Our main service consists of preparing tax filings for our approximately 800 individual and 50 business clients. We strive for expedient service and offer e-filing at no additional fee.

Gary Spoon, CPA

Gary Spoon

CPA, Founder and CEO

After decades in the intelligence community with the federal government and the Air Force, Gary started tax preparation services in 1987. He acquired the Certified Public Accountant certification in 1992 and obtains rigorous continuing education annually. Gary has years of experience with a multifaceted clientele with their tax preparation, financial advice and tax problem resolutions. He strives to provide analytical and efficient services for a reasonable fee.

Paivi Spoon, Financial Advisor

Paivi Spoon

Financial Advisor, IRS Enrolled Agent

After 30 years in the local, regional and international public sector service, Paivi has recently acquired certifications as Health and Life Insurance broker, Securities broker and IRS Enrolled Agent. She has worked in the Gary Spoon CPA office from 1987. She focuses on small business services, tax problem resolutions and financial planning services.

Stephanie Horchler, Accountant

Stephanie Horchler

Accountant

Stephanie has worked in the Gary Spoon CPA office since 2014. She is studying accounting with a CPA title as her future goal. She is responsible for interaction with clients, scheduling, accounting and tax preparation assistance.

Wendy Burleigh, Accounting Assistant

Wendy Burleigh

Accounting Assistant

Wendy has worked as a Management Analyst, Financial Accountant, and Budget Analyst during her 15 year career with the Federal Government. She is also an entrepreneur. Wendy works part-time with the Gary Spoon CPA office and is responsible for assisting with accounting, tax preparation, scheduling clients, and greeting clients.

Matthew Spoon, Office Assistant

Matthew Spoon

Office Assistant

Matthew is studying business and has worked part-time with the Gary Spoon CPA office since 2015. He is responsible for office management and scheduling and greeting clients.

Directions

From the Capital Beltway

Exit 22B-BW Parkway South.
After 3 miles, exit to Cheverly, Route 202.
At traffic light at the end of the exit ramp, turn left onto 202.
At the second traffic light, turn right onto Cheverly Avenue.
After 5 blocks, turn left onto Forest Road (sign for Community Center).
After the stop sign, 6209 Forest Road is the 3rd house on the right.
My office is located above the garage.

From Route 50

Drive west toward DC on Route 50, proceed past the beltway.
3 miles inside the Beltway, exit on Route 202, bear right.
At 3rd traffic light, turn left onto Cheverly Avenue.
After 5 blocks, turn left onto Forest Road (sign for Community Center).
After the stop sign, 6209 Forest Road is the 3rd house on the right.
My office is located above the garage.

From Washington, DC

Take New York Avenue to BW Parkway North.
1st BW Parkway Exit (after Pepsi Plant).
At the traffic light at the end of the exit ramp, turn right onto 202.
First right onto Cheverly Avenue.
After 5 blocks, turn left onto Forest Road (sign for Community Center).
After the stop sign, 6209 Forest Road is the 3rd house on the right.
My office is located above the garage.

From the Metro

Take the Orange Line toward New Carrollton.
Exit at the Cheverly Metro Station.
Call ahead and we may be able to pick you up at the Cheverly Metro Station.
If you prefer to make the 15 minute walk, follow Cheverly Avenue and make a right onto Forest Road.