Committed to Providing Financial Clarity to Realize Your Dreams
We customize our accounting services to your needs and give you assurance and financial clarity that only comes from years of advanced training, technical experience and financial acumen.
Save You Time, Find the Right Solution for Your Business
We invest in your business excellence
Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.
The People Behind the Spreadsheets
A small team of experts means dedicated attention to you and your business’ needs.
Jeff Taksey
Managing Member
CPA/ABV/CFF/CVA
Jeff’s 40+ years of accounting experience has taught him invaluable insights to detailed operational, growth or transition planning.
Education:
- Bachelor of Science in Commercial Science, Benjamin Franklin University, Washington, DC.
Certifications:
- Certified Public Accountant (CPA)
- Certified Valuation Analyst (CVA)
- Certified in Financial Forensics (CFF)
- Accredited in Business Valuation (ABV)
Honors:
- American Institute of Certified Public Accountants (AICPA) Certificate of Educational Achievement
Memberships:
- American Institute of Certified Public Accountants (AICPA)
- Maryland Association of Certified Public Accountants (MACPA)
Phone: 301-294-1100 ext 101
Edward Neff
Principal
CPA
Ed brings over thirty years of tax and accounting experience working with a broad range of clients in the Washington, DC area.
He has expertise in tax preparation and planning, business consulting, business development, accounting system setup and financial management, and estate planning.
Education:
- Bachelors of Science in Accounting, Towson State University
Certifications:
- Certified Public Accountant (CPA)
Memberships:
- American Institute of Certified Public Accountants (AICPA)
- Maryland Association of Certified Public Accountants (MACPA)
Phone: 301-294-1100 ext 102
Samreen Sadiq
Accounting Manager
CPA
Samreen is a CPA who specializes in assurance compliance for businesses. She oversees the preparation of compiled, reviewed and audited financial statements and the successful execution of such assurance engagements. Samreen is also experienced in providing tax preparation and tax planning services.
Education:
- Bachelor of Science in Accounting, University of Maryland University College
- Master of Science in Accounting, University of Maryland University College
Certifications:
- Certified Public Accountant (CPA)
- Certified Management Accountant (CMA)
- Certified Financial Manager (CFM)
Memberships:
- American Institute of Certified Public Accountants (AICPA)
- Maryland Society of Accounting and Tax Professionals (MSATP)
Civic Involvement:
- Treasurer, 270 Corridor Civitan Club
- Director, Rockville Chamber of Commerce
Phone: 301-294-1100 ext 105
Jon Duckworth
CPA
Jon specializes in audit and attestation services for corporations, nonprofit organizations, and partnerships. Jon’s areas of expertise include financial statement preparation in compliance with GAAP and accounting internal control design and implementation. Jon has extensive experience preparing tax returns for individuals, partnerships, S-Corporations, C-Corporations, estates, trusts, and non-profit entities. Jon also brings over a decade of managerial experience in the financial industry.
Education:
- Bachelor of Science in Business Management, University of Maryland University College
Certifications:
- Certified Public Accountant (CPA)
Memberships:
- Rockville Chamber of Commerce
- American Institute of Certified Public Accountants (AICPA)
- Maryland Association of Certified Public Accountants (MACPA)
Phone: 301-294-1100 ext 103
Lorie Conners
Staff Accountant
Lorie specializes in working with small businesses. She is also responsible for consultation, setup, training, and ongoing support for clients who have QuickBooks software.
Education:
- AA Degree, Montgomery College
Phone: 301-294-1100 ext 107
Trupti Patel
Staff Accountant
Trupti is responsible for client accounting and bookkeeping functions, preparation of compiled and prepared financial statements, preparation of personal property returns, as well as administration of client payroll. Prior to joining the firm, Trupti managed the internal accounting department at a mid sized law firm for over 23 years.
Education:
- Accounting Degree, G.J. Sheth College of Business, India
Memberships:
- Rockville Chamber of Commerce
Phone: 301-294-1100 ext 106
Pedro Magarin
Staff Accountant
Pedro Magarin joined the firm in 2022 as a staff accountant. At Taksey Neff & Associates, LLC he is responsible for accounting and bookkeeping for several of the firm’s business clients. In addition, he works on tax return preparation for both individual and business entities. He is currently a candidate for the CPA exam.
Education
- Bachelor of Science in Accounting, Towson University
Phone: 301-294-1100 ext 108
Richard Janowitz
Staff Accountant
Richard is originally from Bronx, New York. After graduating from Quinnipiac College with a B.S. in Accounting, he dived into public accounting and has had extensive experience in that challenging arena. In addition to being an Enrolled Agent with the Internal Revenue Service, Richard is proficient in a multitude of accounting and tax software, including Pro systems Access, QuickBooks and the Microsoft suite of products (Excel, Word, etc.). Richard works on both individual and business tax returns. His 30-plus years of tax return experience has provided him a keen insight into industries such as restaurants, law firms, pharmacies, retail stores, construction companies and funeral homes.
Education
- Bachelor of Science in Accounting and Finance, Quinnipiac College.
Certifications
- Enrolled Agent (E.A)
- QuickBooks Pro Advisor
Phone: 301-294-1100 ext 104
Jane Sofia
Financial & Personnel Administrator
Jane handles all office matters, from ensuring office supply inventories to overseeing firm accounts payable, accounts receivable as well as the assembly and dissemination of each client’s tax forms and documents. Mrs. Sofia brings over 20 years of office and administrative experience, an asset which has been indispensable in the efficient and professional operations of our firm.
Phone: 301-294-1100 ext 109