About Our Firm

We are located on the 5th floor (Suite 550) of 7979 Old Georgetown Road in Bethesda, Maryland.

We are professionals dedicated to providing our clients with the specialized knowledge and assistance necessary to meet the challenges of today’s complex, regulated world.  We pride ourselves on the personalized and timely service we provide our clients, whether assisting you with traditional accounting services or services requiring specialized knowledge and expertise.

Our clients include owner-managed and privately held business, high-wealth individuals, executives, retirees and families. 

Following is a listing of some of our services:

· Accounting and tax services for businesses

· Accounting and tax services for tax-exempt entities

· Individual income tax preparation and planning

· Tax strategies and research for transactions

· IRS and state taxing authority representation

· Succession planning for closely-held businesses

· Qualified retirement and pension plan services

· Estate, gift and trust accounting and tax services

· Litigation support for business and marital proceedings

· Business and management consulting