Business Details
34 Years
experience
Trusted Accounting & Tax Services in Germantown, MD
Bill Posner is a family-owned accounting firm serving Germantown, MD and surrounding areas with over 40 years of expertise. Our team provides comprehensive accounting solutions for individuals and small to medium-sized businesses, prioritizing personalized service and exceptional value. We specialize in tax preparation, tax planning, IRS and state tax resolution, and QuickBooks support, preparing over 500 tax returns annually. Our professionals hold certifications from the American Institute of Certified Public Accountants and Maryland Association of Certified Public Accountants. We maintain a commitment to staying current with evolving tax laws to minimize client liabilities while offering year-round availability for questions and consultations.As a locally rooted firm, we combine deep community knowledge with technical proficiency to address complex accounting challenges. Our services extend to business formation, audit resolution, and financial planning, ensuring clients receive tailored guidance. We maintain affiliations with industry-leading organizations like the Chartered Global Management Accountant network and QuickBooks ProAdvisor program. While we currently focus on serving existing clients, our legacy of excellence continues to define our approach to accounting services.
Services
Individual Tax Preparation
IRS Audit Resolution
Small Business Accounting
Tax Planning
QuickBooks Support
Details
- Year established: 1992
Highlights and features
- Family-owned firm with 40+ years of local expertise
- Prepare over 500 tax returns annually
- Specialize in IRS/state tax resolution services
- QuickBooks Diamond Certified ProAdvisors
- Certified professionals with industry affiliations
Associations and certifications
- American Institute of Certified Public Accountants
- Maryland Association of Certified Public Accountants
- Chartered Global Management Accountant
- QuickBooks Certified ProAdvisor
Services
Individual Tax Preparation
We prepare federal and state tax returns for individuals with precision and compliance. Our team stays current with changing tax laws to ensure accurate filings while identifying deductions and credits. Clients receive year-round support for tax-related questions and projections.
IRS Audit Resolution
Our experts handle IRS and state tax notices, audits, and collection issues. We represent clients before tax authorities, negotiate settlements, and resolve discrepancies. Services include audit defense and tax court assistance for complex compliance matters.
Small Business Accounting
We provide bookkeeping, payroll processing, and financial reporting for small businesses. Services include business formation guidance, corporate tax preparation, and QuickBooks implementation. Our team supports year-round financial management and compliance.
Tax Planning
We develop proactive tax strategies to minimize liabilities for individuals and businesses. Our planning includes retirement strategies, entity structure optimization, and multi-year projections. Clients receive ongoing advice to navigate tax law changes effectively.
QuickBooks Support
As QuickBooks Certified ProAdvisors, we offer software setup, training, and troubleshooting. Our team helps businesses implement efficient accounting systems, reconcile accounts, and generate financial reports for better decision-making.
People
Bill Posner
Founder/CPA
Certified Public Accountant with 50+ years experience. Graduated University of Maryland 1971, partner at Columbia firm before founding Bill Posner CPA PA in 1992. Specializes in business formation and complex tax issues.
Tzahi M. Posner
CPA
Maryland CPA since 2001 with 20+ years experience. Focuses on individual taxation and QuickBooks solutions. Provides strategic tax planning and compliance services while maintaining personalized client relationships.
Einat Posner
Accountant
B.S. in Accounting from Towson University. 10+ years preparing individual tax returns and managing QuickBooks systems. Combines technical expertise with client-focused service to streamline accounting processes for taxpayers.
Questions
What individual tax services do you offer?
We prepare federal/state tax returns, provide tax planning, and offer year-round support for tax questions and projections.
Do you help with IRS audit notices?
Yes, we represent clients in IRS and state tax audits, resolve notices, and provide audit defense services.
Are you accepting new business clients?
As of July 1, 2023, we are not accepting new business clients to maintain service quality for existing clients.
Do you offer QuickBooks support?
Yes, we provide QuickBooks setup, training, and troubleshooting as Certified ProAdvisors with Diamond status.
What tax planning services are available?
We offer strategic tax planning including retirement strategies, entity structuring, and multi-year projections to minimize liabilities.
