Business Details
28 Years
experience
Your Trusted Accounting Partner in Rockville, MD
We are a distinctive CPA firm committed to delivering timely, professional, and comprehensive services while exceeding client expectations. With over 40 years of experience, we specialize in accounting, tax preparation, auditing, business valuation, and management advisory services. Our team of certified professionals provides personalized support to businesses and individuals, combining broad-based expertise with innovative approaches to financial management and planning.We prioritize client relationships, ethical standards, and proactive strategies to help clients navigate complex financial landscapes. Our services are tailored to meet the unique needs of high-net-worth individuals, start-ups, and established companies across Maryland, Virginia, and Washington, DC.
Services
Tax Services
Audit Services
Business Valuation
Accounting Services
Management Advisory
Details
- Year established: 1998
Highlights and features
- We offer over 40 years of experience in accounting and financial consulting.
- Our team includes certified CPAs and business advisors with specialized expertise.
- We deliver tailored solutions for tax planning, audits, and business management.
- Our innovative approaches anticipate client needs in complex financial environments.
- We prioritize ethical standards, transparency, and personalized client service.
What people say
Excellent tax advice
Personalized financial solutions
Timely and professional
Innovative approaches
Trust and confidence
Services
Tax Services
We provide comprehensive tax planning and preparation for businesses and individuals, including corporate, partnership, trust, and individual tax strategies. Our services help clients maximize tax benefits, minimize liabilities, and navigate complex regulations. With expertise in estate planning, retirement accounts, and IRS representation, we ensure compliance while optimizing financial outcomes.
Audit Services
Our audit services include financial statement audits, compilations, and reviews to ensure accurate record-keeping and reporting. We assist businesses with internal controls, forensic accounting, and Sarbanes-Oxley compliance. By delivering precise and objective assessments, we help organizations maintain transparency, meet regulatory requirements, and build stakeholder trust.
Business Valuation
We offer business valuation services for mergers, acquisitions, estate planning, divorce proceedings, and insurance purposes. Our team employs industry-specific methodologies to determine fair market value and provide actionable insights. Clients rely on our expertise for strategic decision-making, financing arrangements, and legal compliance in complex financial scenarios.
Accounting Services
Our accounting solutions cater to start-ups and established companies needing monthly, quarterly, or annual financial management. Services include bookkeeping, financial statement preparation, and internal control evaluations. We help businesses streamline processes, maintain accurate records, and leverage data-driven insights for sustainable growth.
Management Advisory
We provide strategic advisory services for business planning, financial forecasting, and operational efficiency. Our consultants assist with financing arrangements, feasibility studies, and accounting system design. By addressing challenges like personnel management, expansion, and risk mitigation, we empower clients to achieve long-term profitability and stability.
People
David H. Butler
Principal, CPA
A CPA with over 25 years of experience, David specializes in business consulting, tax planning, and audits. He serves high-net-worth clients and businesses, focusing on maximizing profits and minimizing tax liabilities. Active in local nonprofits, he graduated from Hood College in 1996.
Jeffrey B. Rosenbloom
CPA, CVA
Jeffrey is a certified valuation analyst with expertise in forensic accounting and business valuations. He assists clients with complex financial disputes, tax compliance, and strategic advisory needs. His work emphasizes precision and client-focused solutions tailored to diverse industries.
Elizabeth H. Mahood
CPA
Elizabeth specializes in audit engagements and financial reporting for corporations and nonprofits. With deep knowledge of GAAP standards, she ensures clients meet regulatory requirements while maintaining operational efficiency and transparency in their financial practices.
Joyce Thompson
CPA
Joyce focuses on individual and business tax planning, emphasizing estate and retirement strategies. She helps clients navigate complex tax codes to achieve long-term financial security through personalized, compliant solutions.
Wendy Butler
CPA
Wendy provides comprehensive accounting and advisory services, with a focus on small business needs. She excels in client communication, ensuring clear explanations of financial data and regulatory requirements to support informed decision-making.
Questions
What should I bring for our first meeting?
Bring prior year tax returns and complete our new client questionnaire for efficient onboarding.
Can you help with overdue tax filings?
Yes, bring copies of previously filed returns and schedule an appointment to resolve back taxes.
Why choose Rosenbloom & Butler over other CPA firms?
Our commitment to exceed expectations, 40+ years of experience, and personalized service differentiate us.
Do you offer business advisory services beyond basic accounting?
Yes, we provide strategic guidance on expansion, financing, and operational efficiency alongside core services.
How are your fees structured?
We charge hourly rates based on staff expertise, with retainers and flexible payment plans available.
