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

Find the Right Fit

Synergy between your goals and our expertise is a must. We begin with a discussion of your goals and unique circumstances to make sure we’re a good fit for your needs.

Know What to Expect

Together, we work to create a timeline and budget to meet your deadlines and deliver the information you need to meet your goals.

Save Time & Stay on Schedule

From the beginning, you will have a detailed plan so you know exactly what documentation to provide and when.

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.

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 

Amer Jassem 
CPA

Amer joined the Taksey team as a senior tax accountant and brings extensive tax and accounting experience to the firm.  His strengths range from preparing tax returns for domestic or foreign individuals to excelling at corporate returns, including returns for corporations, partnerships, estates, trusts, and non-profits.  Part of Amer’s tax compliance strengths is that he can represent clients before the Internal Revenue Service (IRS) or state tax agencies and resolve client tax issues.

Education:
  • Bachelor of Science in Accounting, Damascus. University
  • PhD in Economics, ASE Bucharest

Certifications:
  • Certified Public Accountant (CPA) DC, MD, VA

    Phone: 301-294-1100 ext. 104

    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 

    Shihao Wei
    Staff Accountant

    Shihao Wei is a staff accountant with the firm and is responsible for accounting and tax preparation for a number of the firm’s business and individual clients. Prior to joining the firm, he worked as an internal accountant for a diverse set of companies, ranging from a media company to medical practices.  His areas of expertise include managing all aspects of accounts receivable and accounts  payables, yearend closes and tax compliance.  Shihao is also proficient in the Microsoft Suite of products. 

    Education:
    • Bachelor of Science in Accounting, University of Maryland

    Phone: 301-294-1100 ext 119

    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