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We are a Certified Public Accounting and Certified Management Accounting firm . As such, we are a full service accounting firm. Our philosophy and approach is to provide client organizational accounting support from the two optimal points of everyday internal accounting (Certified Management Accounting) and external accounting/reporting (Certified Public Accounting). Our approach is particularly effective as we are able to understand our clients' needs more deeply. We are therefore able to offer the most relevant services that satisfy each client's uniq
Glass Jacobson has played a proactive role in creating financial success for businesses and individuals since 1962. Unlike other full-service accounting firms, Glass Jacobson offers a proactive, integrated approach to financial services. Our integrated services include tax preparation & planning, accounting & audit, strategic business consulting, divorce & litigation support, investment advisory, financial planning, and 401(k) services. Bringing these services together under one roof allows you and our advisors to see the big picture as you make decisions for your business and life
Caldwell & Company provides individuals and businesses with the expertise, relliability and experience of a well-established firm, but the custom, high-touch service of a family friend.
We provide tax planning, tax preparation services, audit review, estate planning, financial planning, small business management advisory services, and outsourced bookkeeping – all tailored to your needs.
Our metropolitan Washington, D.C. location is close to embassies and multinational organizations. This proximity, our multilingual tax experts and our deep expertise in the financial challenges faced
Vision Financial Group is an industry leading firm of Certified Public Accountants and Consultants. Our client base focuses on prominent firms in the retail, manufacturing, industrial, construction, and professional service sectors, as well as individual personal taxes. We can help you meet the demands of your competitive business or personal environment. The quality of service you will receive at Vision Financial Group is of the highest caliber. We pride ourselves on the responsiveness and professionalism of our firm. If your business or perso
Fee-Only - We Do Not Accept or Solicit Commissions Individual Securities Practice Tax preparation as part of service Financial Planning as a compliment to Investment Management Served as a Commissioner on the CFP(R) Board of Standards Disciplinary & Ethics Commission
I spent 8 years working as an IRS Revenue Agent. In addition to normal audits, I spent 2 years in a special frauds group. Additionally, I was an on the job trainer and classroom instruction for new agent hires. I was also a fiduciary tax speclist for MD and DC.
I taught graduate and under graduate level courses at Loyola College and Towson University. I am an Enrolled Agent, Accredited Tax Advisor and Certified Tax Professional. Im hold a BS in Accounting and a Masters of Science Degree in Taxation.
In addition to may tax expertise, I hold a Series 6, 22 and 63 security license alo
CERTIFIED FINANCIAL PLANNER™ practitioner and Chartered Retirement Planning Counselor™ providing wealth management & flat-fee 401(k) help to individuals across America.SPECIALTIES:-Our Savings Plan Management program offers personalized management of your workplace 401(k), 403(b) or TSP-Financial Planning for Individuals and Business Owners-Investment & Wealth Management -Pension Buyout Analysis-401(k) / IRA Rollover Specialist-Retirement Income PlanningACTIVITIES:-Forbes.com & US News & World Report contributor-US News & World Report contributor-Served as
Legacy has almost two decades of experience pioneering and refining flexible solutions designed to work for any client – from the individual to the organization. We have the capability and experience to review and assess an entire organization, a particular line of business, or an individual’s needs. Whether conducting financial coaching or professional development sessions, collaborating on business plans for start-ups, development of an organizational strategic plan or process improvement measures, our team will address and support any planning, implementation or operational issu
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