Business Details
11 Years
experience
Trusted CPA Services in Silver Spring, Maryland
Since 2015, James D. Goldblatt CPA has provided comprehensive accounting, tax, and financial services to individuals and businesses in Silver Spring, MD. Our firm prioritizes professionalism, responsiveness, and quality, rooted in over 40 hours of annual continuing education and active participation in tax roundtables. We specialize in tax preparation, estate planning, small business accounting, and IRS audit representation, combining personalized attention with technical expertise.Our commitment to transparency ensures clients receive actionable insights for informed financial decisions. With decades of local experience, we build trust through accuracy and a client-first approach, evidenced by referrals from satisfied clients. Our monthly newsletter and free consultations underscore our dedication to community-centric service.
Services
Tax Preparation
Estate Planning
Small Business Accounting
QuickBooks Setup
IRS Audit Representation
Payroll Services
Business Valuation
Strategic Business Planning
Succession Planning
Tax Planning
Details
- Year established: 2015
Highlights and features
- We offer more than 40 hours of annual continuing professional education.
- Our team participates in monthly tax roundtables for industry updates.
- We provide one-on-one financial guidance tailored to individual needs.
- We are licensed CPAs with extensive local expertise in Silver Spring, MD.
- We offer affordable rates without compromising service quality.
What people say
Experienced and friendly
Professional and responsive
Quality service
Close personal attention
Leading firm in area
Services
Tax Preparation
Our tax preparation service ensures accurate filing of individual and business returns, leveraging current deductions and credits to minimize liabilities. We specialize in resolving complex tax issues, including back taxes and IRS audits. Clients receive tailored strategies to optimize refunds and ensure compliance with federal and state regulations.
Estate Planning
Estate planning services focus on preserving assets for future generations through wills, trusts, and tax-efficient strategies. We address probate avoidance, guardianship, and healthcare directives while aligning plans with clients' family dynamics and financial goals. Our approach ensures legal clarity and peace of mind for long-term security.
Small Business Accounting
Small business accounting includes bank reconciliations, income statements, and balance sheets to maintain financial accuracy. We support cash flow management, payroll processing, and tax planning, empowering owners to focus on growth. Customizable packages integrate with QuickBooks for streamlined operations and real-time financial insights.
IRS Audit Representation
IRS audit representation offers expert advocacy during tax disputes, ensuring compliance with audit procedures. We handle communication, documentation, and negotiations to resolve issues like liens, levies, or payment plans. Our goal is to reduce penalties and secure favorable outcomes through proven compliance strategies.
QuickBooks Setup
QuickBooks setup optimizes accounting systems for small businesses, ensuring accurate configuration and integration with existing workflows. We provide training, troubleshooting, and ongoing support to maximize functionality. This service enhances efficiency in managing finances, payroll, and tax reporting for sustained business productivity.
People
James D. Goldblatt
CPA, Founder
James D. Goldblatt is a licensed CPA in Maryland with over two decades of experience providing comprehensive accounting, tax, and financial services to individuals and businesses in Silver Spring. He emphasizes personalized service, affordability, and ongoing education to deliver expert solutions tailored to each client's unique needs.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, bank reconciliations, income statements, and balance sheets, along with QuickBooks setup and payroll support to streamline financial operations.
How can you help with estate planning?
We assist with wills, trusts, probate avoidance, and tax-efficient wealth transfer strategies to ensure your assets are distributed according to your wishes.
Do you offer IRS audit representation?
Yes, we represent clients during IRS audits, resolving liens, levies, and payment plans to minimize penalties and ensure compliance.
What makes your tax preparation services stand out?
Our team uses advanced software and deep expertise to maximize deductions, ensure accuracy, and provide personalized strategies for tax savings.
How do you support clients needing QuickBooks assistance?
We offer setup, training, and troubleshooting to help businesses leverage QuickBooks for efficient financial management and reporting.
Are you available for local consultations?
We serve Silver Spring, MD, and surrounding areas, offering in-person and virtual consultations for personalized financial guidance.
