Testimonials From Recent Clients

Cutting Edge Service Means Outstanding Results

Professional. Caring. Excellent Customer Service are words to describe Theresa McCoy.  I had the pleasure of meeting Theresa through the website of Dave Ramsey to hire a tax accountant in 2017.  At the time I was hiring a tax accountant but in turn developed a business relationship that helped me achieve my goals of business ownership.  First, Theresa helped my family learn of tax benefits from us volunteering in our local community that we wouldn’t have learned while completing our own taxes each year.  Second, I shared with Theresa my future goals and she has been so gracious to share her tips to help me minimize the time and effort to start my own business.  I took her advice and viewing the benefits.  Finding the right professional is not always easy but I was fortunate to hire the best tax accountant that developed into a business associate and friend.  If you’re looking for a tax accountant that goes the extra mile to help you save money on your taxes and a consultant that helps you realize your dreams are possible and grow your business, look no further.

Michelle Davey

President

Majime Consulting, LLC

Maryland

Thirteen years ago Theresa McCoy brought a small school for young children into the 21st Century by helping the administration establish good business practices.   For instance, she modernized the school bookkeeping system by transferring the current system to Quick Books. She worked with the Board of Directors to set up a reserve fund. Theresa oversaw two audits and assisted the administration during the process of applying for 501(c)(3) status. Once the school was incorporated, she took on the annual 990 filing. Furthermore, she advised the school administration on ways to increase staff benefits and then served as a resource to teachers as the benefits were implemented. 

Theresa was on call whenever we needed her advice. Her intelligence, creative thinking, and dedication to the school and its board of directors and staff is only matched by her calm, warm and pleasant personality. Everyone respects and enjoys working with Theresa McCoy.

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Marley Joyce

Head of School (2005-2018)

St. John's Episcopal Preschool, Georgetown, DC

I have been working with Theresa McCoy for over ten years. 

During that time she has provided my firm with accounting services and financial advice.

I have been impressed with her high degree of professionalism, her thorough knowledge

and her wonderful personality. Theresa is a consummate professional and I recommend her highly.

Deno Seder

President,

Deno Seder Productions

Maryland