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Business Details
We have been preparing income tax returns since 1963, providing decades of dedicated professional financial experience. Our principal became a Certified Public Accountant in 1973, establishing a firm rooted in deep industry knowledge. We hold a Bachelor of Science from the University of Maryland and have completed graduate-level courses at George Washington University and American University. Before founding our firm, we worked extensively as an accountant and management consultant in both private industry and public accounting. Since 1973, we have continuously provided accounting and business consulting services to individuals and businesses throughout the Greater Washington Metropolitan area. Our expertise encompasses individual and business taxation, litigation support, and comprehensive financial services. We actively advance professional standards by serving on the advisory board and as a past president of the Association of Practicing Certified Public Accountants.

We frequently lecture to other accountants on taxation, firm management, and information technology, demonstrating our commitment to industry leadership. Our professional standing is further evidenced by our past service on the United States Chamber of Commerce Small Business Taxation Committee. We have also advised national political campaign committees on small business matters, reflecting our authoritative perspective. We maintain a steadfast commitment to solving complex financial challenges for our clients with rigorous professional standards. We prioritize client satisfaction by delivering reliable, expertise-driven financial solutions tailored to specific organizational and individual needs.
Highlights and features
  • We have prepared income tax returns since 1963.
  • Our principal has been a Certified Public Accountant since 1973.
  • We serve on the Association of Practicing Certified Public Accountants advisory board.
  • We frequently lecture to other accountants on taxation and technology.
  • We advised the United States Chamber of Commerce Small Business Taxation Committee.
Services
Tax Preparation
We prepare income tax returns for individuals, trusts, non-profits, estates, and businesses. Our services target taxpayers seeking accurate filings and strict compliance. Clients benefit from our extensive experience, minimizing liabilities while ensuring regulatory adherence.
Financial Services
We provide investment advice and retirement planning tailored for individuals. This service targets clients seeking long-term wealth preservation and financial stability. Beneficiaries gain strategic guidance to optimize their portfolios and achieve secure retirement outcomes.
Audit Representation
We offer representation for clients facing IRS and state taxing authority audits. This service supports individuals and businesses needing professional advocacy during examinations. Clients benefit from reduced stress and expert negotiation, ensuring their rights remain protected.
Business Consulting
We provide business consulting, including representation in lease negotiations and equipment transactions. Our services target businesses navigating complex operational agreements. Clients achieve favorable terms and secure transactions through our dedicated professional support.
Litigation Support
We deliver litigation support, including divorce planning assistance for legal proceedings. This service targets attorneys and individuals requiring precise financial analysis. Clients benefit from our authoritative expertise, ensuring clear financial clarity during legal disputes.