Business Details
Trusted Accounting & Advisory Services for Business Growth
PBMares is a top 100 Certified Public Accounting and consulting firm with over five decades of experience serving U.S. and international clients. Our firm specializes in customized tax, audit, accounting, and business advisory solutions designed to help organizations recover from disruptions and achieve sustainable growth. With offices along the Mid-Atlantic coast, we combine deep industry expertise with personalized service, offering a full range of financial and advisory services including cloud accounting, cybersecurity, pension plan design, and third-party administration.Our commitment to active participation in state, national, and international organizations ensures we remain at the forefront of evolving accounting standards and regulatory requirements. By prioritizing responsive client service and leveraging cutting-edge technology, we deliver the strategic insights and operational excellence needed to help businesses thrive in dynamic markets.
Services
Tax Services
Audit & Assurance
Consulting
Risk Advisory
Wealth Management
Cybersecurity Solutions
Retirement Plan Design
Forensic Accounting
Strategic Planning
SOC Audits
Highlights and features
- We offer over 50 years of experience in accounting and consulting.
- Our team provides industry-specific insights for construction, government contracting, and hospitality sectors.
- We deliver personalized service with a focus on client needs.
- We combine cutting-edge technology with deep regulatory expertise.
- We maintain active roles in shaping accounting profession standards.
What people say
Highly professional
Prompt service
Industry expertise
Personalized solutions
Proactive support
Services
Tax Services
PBMares provides comprehensive tax solutions including federal, state, and local tax preparation, integrated tax planning, and IRS representation. Our experts help businesses and high-net-worth individuals minimize lifetime tax liability while ensuring compliance with evolving regulations. With specialized knowledge of international tax laws and entity structuring, we deliver strategies that enhance cash flow and support long-term financial goals.
Audit & Assurance
Our audit and assurance services include financial statement audits, reviews, and compilations conducted in accordance with GAAP. We provide risk assessments, internal control evaluations, and SOC audits to ensure transparency and compliance. By combining technical expertise with industry-specific insights, we help clients strengthen financial reporting processes and build stakeholder confidence through accurate, reliable attestations.
Risk Advisory
PBMares offers customized risk advisory solutions covering cybersecurity assessments, internal controls, and operational excellence. Our team conducts vulnerability scans, penetration testing, and regulatory compliance audits to protect against threats. With specialized expertise in SOC 2 compliance and data security frameworks, we help organizations implement proactive risk management strategies that align with business objectives and regulatory requirements.
Wealth Management
Our wealth management services focus on retirement planning, estate strategies, and investment management for high-net-worth individuals. Using an evidence-based approach grounded in academic research, we create personalized plans that optimize tax efficiency and asset allocation. The four-step process includes discovery, analysis, opportunity identification, and implementation to help clients achieve long-term financial security and generational wealth transfer goals.
Consulting Services
PBMares delivers strategic consulting in areas like business valuations, forensic accounting, and operational excellence. Our team provides risk assessments, process optimization, and compliance solutions tailored to specific industries. With expertise in mergers and acquisitions, fraud detection, and regulatory compliance, we help organizations navigate complex challenges while identifying opportunities for growth and improved operational efficiency.
People
Daniel Haynes
Partner, Audit & Assurance Service Leader
Daniel Haynes is a CPA, CFE, and CFF with extensive experience in audit and assurance services. He specializes in financial statement audits, internal controls, and regulatory compliance for clients across multiple industries.
Rob Klingensmith
Partner / Consulting Services Leader
Rob Klingensmith brings decades of consulting expertise to PBMares, focusing on business strategy, risk management, and operational excellence. He works with clients to develop solutions for complex financial and business challenges.
Christopher Lemley
Tax Service Line Leader
Christopher Lemley leads PBMares' tax services practice, specializing in integrated tax planning and compliance for businesses and high-net-worth individuals. His expertise includes federal and state tax strategies, estate planning, and international tax matters.
Antonina K. McAvoy
Partner, Cybersecurity & Risk Advisory Services
Antonina K. McAvoy is a cybersecurity expert with certifications in CISA, CISM, and PCI-DSS. She specializes in risk assessments, data security, and compliance frameworks to protect organizations against cyber threats.
Bronach Branan
Partner, Operational Excellence
Bronach Branan focuses on process optimization and operational efficiency. As a certified Lean Six Sigma Green Belt, she helps clients streamline operations and implement best practices for sustainable growth.
Questions
What accounting services does PBMares offer?
PBMares provides audit, tax, consulting, risk advisory, and wealth management services tailored to businesses and individuals.
How does PBMares support government contractors?
We offer specialized compliance, cybersecurity, and tax solutions for government contractors, including DOD assessments and regulatory audits.
What industries does PBMares specialize in?
We focus on construction, hospitality, financial institutions, not-for-profits, and government contracting sectors.
Does PBMares provide cybersecurity services?
Yes, we offer SOC 2 compliance, vulnerability assessments, and cybersecurity risk management solutions.
What makes PBMares different from other firms?
Our combination of technical expertise, industry specialization, and personalized service sets us apart in the accounting profession.
