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 30 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 prepare W2, W3, 1099, 1098 and 1096 forms and personal property tax and annual report filings to the state.

Small Business and Corporate Services

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

Assistance in Small Business and Corporate Set-up

We can help your business launch successfully by assisting you in setting up charters, planning tax and financial strategies, and obtaining an 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 (NO-CONTACT)

We serve as your impartial witness when important documents are signed. Please call for details.

FBAR Filing

We can prepare and file your Foreign Bank and Financial Account Report.

Schedule an Appointment

We love to hear from past, current, and potential clients. Please call or email us to schedule an appointment. During high tax seasons we make ourselves available to clients seven days a week. During tax off-season times the office is staffed on Wednesdays and Thursdays. We strive to give each client’s matter the time it deserves. Our response time is sometimes affected by the number of contacts received.

Please call the office at 301-322-7290 or email us at team@spooncpa.com to schedule an appointment.

For the 2024 tax season, we take in-person appointments Monday through Friday from 10 AM to 1 PM and 3 PM to 8 PM. On Saturdays and Sundays we take appointments from 11 AM to 5 PM.

If you have not heard back from us within 2 business days during tax season (or 5 business days during off-season) of submitting your inquiry please reach out to us again.

Frequently Asked Questions

How should I prepare for my first appointment?

Please use the Checklist, and Organizer as your guide. They can be found under the "Forms" tab. Any documents that support the information you include on them, should be brought in with you as well as your previous year tax return and settlement papers of any property sales and purchases. 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 7.5% 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 into 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 refunds vary, but for example Maryland, Virginia, and DC returns are usually in 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 into your account 10-14 days after the acceptance of electronic filing. If you choose to get a check, it will take a week longer. State refunds vary. For example, a Maryland return is usually deposited in your account in 3-5 days.

Pay Spoon CPA for Your Services

Click the icon below to pay your Spoon CPA invoice:

Pennsylvania

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 assisting 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

IRS Enrolled Agent

After 30 years in the local, regional and international public sector service, Paivi is now an 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.

Lane Thompson, Office Assistant

Lane Thompson

Associate, J.D. (Barred VA & DC)

Lane provides tax preparation services and IRS representation. While she does not currently provide legal services or advice at Spoon CPA, Lane’s background is as an attorney in commercial and non-profit sectors. She particularly enjoys “de-mystifying” taxes for individual and business clients and strives for clear communication and accuracy in every interaction.

Christian Horchler, Office Assistant

Christian Horchler

Office Assistant

Christian started working part time for the Gary Spoon CPA office in February of 2020. He is a student at Newcastle University in England. He is responsible for office management, data input as well as scheduling and greeting clients.

Ili Horchler, Office Assistant

Ili Horchler

Office Assistant

Ilona (Ili) Horchler is a Kindergarten teacher at Maryvale Elementary in Rockville. She started working part-time with the Gary Spoon CPA office during the 2023 tax season and is responsible for office management, data input, as well as scheduling and greeting clients.

Matthew Spoon, Office Assistant

Matthew Spoon

Office Assistant

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

Michael Nino-Aguilar, Accounting Intern

Michael Nino-Aguilar

Accounting Intern

Michael is an undergraduate student at the University of Maryland-College Park majoring in Accounting. He joined Gary Spoon CPA office during the 2024 tax season. He is responsible for office management, data entry, as well as 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.