Business Details
Trusted Tax & Accounting Services in Silver Spring, MD
At Refund Plan, we are a trusted leader in tax services, payroll management, and business consulting, proudly serving clients nationwide from our base in the Washington, D.C. area. Founded on principles of precision, care, and decades of experience, our mission is to deliver customized financial solutions that ensure regulatory compliance, enhance operational efficiency, and drive sustainable growth for businesses and individuals. Led by Mr. Raj Agarwal, CPA, with over 25 years of expertise, we combine deep technical knowledge, personalized service, and strategic insights to help clients navigate complex financial landscapes. Our comprehensive offerings include tax preparation and planning, payroll administration, technical and operational accounting, forensic accounting, business consultation, valuation services, and technology transformation. We specialize in audit readiness, IFRS to GAAP conversions, fraud investigations, and risk and compliance management, ensuring accurate reporting and governance.Our cybersecurity and data privacy services safeguard sensitive information through program development, security audits, and virtual CISO support. With a focus on SOX readiness, enterprise risk management, and transaction advisory services, we provide buy-side and sell-side due diligence, financial modeling, and post-merger integration support. Our team of highly qualified professionals is committed to excellence, offering timely service, privacy guarantees, and a 100% result guarantee. We pride ourselves on fostering a professional and friendly environment, delivering complex solutions tailored to client needs, and maintaining the highest standards of service quality. Partner with us to achieve financial excellence in a dynamic marketplace where your success is our primary goal.
Services
Tax Preparation
Payroll Services
Accounting
Business Consultation
Valuation Services
ITIN Application
Cybersecurity
Risk Compliance
Transaction Advisory
Forensic Accounting
Highlights and features
- We offer over 25 years of experience in tax and accounting services.
- Our team consists of certified professionals with expertise in complex financial transactions.
- We provide tailored solutions for audit readiness, compliance, and risk management.
- Our cybersecurity services include virtual CISO support and regulatory compliance.
- We guarantee timely service and 100% client satisfaction.
Services
Tax Preparation
We prepare and file federal, state, and local tax returns for individuals and businesses, ensuring compliance with evolving tax laws. Our services include strategic tax planning to minimize liabilities and maximize refunds. Clients benefit from year-round expertise and accurate reporting.
Payroll Services
We handle payroll processing, including biweekly, monthly, and quarterly filings, W-2s, 1099s, and unemployment tax returns. Our system ensures timely, error-free payments and compliance with labor regulations. Businesses gain efficiency and reduced administrative burdens.
Accounting
Our accounting services cover audit readiness, monthly close processes, SEC reporting, and internal financial management. We ensure accurate reporting under GAAP and IFRS standards. Clients receive actionable insights for informed decision-making and regulatory compliance.
Cybersecurity
We offer cybersecurity audits, risk assessments, and virtual CISO support to protect sensitive data. Services include compliance with privacy regulations, incident response planning, and managed security solutions. Businesses enhance resilience against cyber threats and maintain client trust.
Business Consultation
We provide guidance on business entity selection, succession planning, cash flow management, and operational efficiency. Our consultants help clients navigate regulatory requirements and optimize financial strategies. Services support long-term growth and risk mitigation for startups and established firms.
People
Raj Agarwal
President & CEO
Raj Agarwal, CPA, leads Refund Plan with over 25 years of expertise in tax, accounting, and financial advisory. He specializes in strategic growth solutions and regulatory compliance for businesses nationwide.
Chirag Arora
Chief Information Security Officer
Chirag Arora oversees cybersecurity and data privacy initiatives, ensuring robust protection against digital threats. With extensive experience in risk management, he develops compliance programs and incident response strategies for clients.
Gabriela Paz
Senior Tax Consultant
Gabriela Paz specializes in tax planning and compliance, assisting individuals and businesses with federal and state filings. Her expertise ensures clients minimize liabilities while adhering to evolving tax regulations.
Hetal Joshi
Senior Tax & Payroll Consultant
Hetal Joshi manages payroll systems and tax filings, ensuring timely compliance for businesses. Her focus on accuracy and client education helps organizations streamline financial operations and reduce errors.
Michael Ramos
Senior Tax Consultant
Michael Ramos provides expert tax advisory services, specializing in business entity selection and succession planning. His client-centric approach ensures tailored solutions for long-term financial success.
Questions
How can I check my tax refund status?
Use our online tools to check federal, Maryland, or other state refund statuses. Have your tax return documents ready and wait 24 hours after e-filing or 4 weeks for paper returns.
What accounting services do you offer?
We provide technical accounting, audit readiness, IFRS to GAAP conversions, and operational accounting, including monthly close processes and SEC reporting for businesses.
Do you handle business entity selection?
Yes, we guide clients in choosing the optimal business structure, evaluating tax implications and regulatory requirements for long-term success.
Are cybersecurity services available?
Yes, we offer cybersecurity audits, risk assessments, compliance programs, and virtual CISO support to protect your data and meet industry standards.
How do I schedule an appointment?
Call us at 301-495-9777 or use our online booking system to schedule a consultation for tax, accounting, or business advisory services.
Reviews (4)
Sally Garcia
Apr 09, 2022
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I have been with this comp for 19 years. Filed my taxes today. They are really the best. Great staff, nice office and prompt service. Thank you. Will see you again next year.
D.
Nov 23, 2021
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Refund Plan has done my taxes for years and everything has always gone smoothly. Raj, is a pleasure to work and I would recommend this accounting firm to anyone.
Tonya Hughes
Jun 05, 2021
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I have been doing my family tax business for 5 years now with Refund Plan. I am Very Happy & Pleased with the services this business provides. They have been the Best and Very Reliable Tax Services that I have been to over these years. The Staff is Professional, Caring, Attentive to My Inquiries no matter how small it is and the Office is Very Nice and at a convenient location to get to by metro bus or train services.
It is worth the trip and they will provide you the Best Services they have to offer for your Business or Personal accounting needs! Thank You Tax Refund! I am Truly Happy & Satisfied Every Year of your Support & Services to my Family.
It is worth the trip and they will provide you the Best Services they have to offer for your Business or Personal accounting needs! Thank You Tax Refund! I am Truly Happy & Satisfied Every Year of your Support & Services to my Family.
Vivek Arora
Apr 19, 2021
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Raj Agarwal at Refund Plan is very responsive and helpful. He has good knowledge of the tax rules, takes time to understand your tax situation and provides great advise - not only for tax, but also willing to help on personal situations. I greatly recommend his services.
