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Poolesville
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Poolesville
Showing 11 to 20 of 39 CPAs in Poolesville, Maryland
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Karen S. Hepburn
Certified Public Accountant
Verified Licensed
Location Poolesville, Maryland 20837
Karen S. Hepburn is a certified public accountant with over 15 years of experience based in Poolesville, Maryland. Her practice focuses on providing general accounting and advisory services to individuals and families, as well as various business structures, including S-Corps, partnerships, and LLCs. Karen specializes in basic accounting services, individual tax services, and business tax services, with expertise in payroll processing and compliance.
KM
Kathryn M. Koeser
Certified Public Accountant
Verified Licensed
Location Poolesville, Maryland 20837
Kathryn M. Koeser is a certified public accountant based in Poolesville, Maryland, with over 15 years of experience in providing accounting services to diverse clients. Her expertise includes bookkeeping and financial statement compilation, ensuring accurate financial records for businesses and individuals. Specializing in basic accounting services for small businesses and individual tax services, Koeser also assists entrepreneurs and startups with sales tax compliance. Her clients include entrepreneurs and individuals, benefiting from her ability to navigate complex tax laws and regulations.
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Scott O. Taylor
Certified Public Accountant
Verified Licensed
Location Poolesville, Maryland 20837
Based in Poolesville, Maryland, Scott O. Taylor has been providing accounting services since 2005. He specializes in offering accounting solutions to family-owned enterprises and businesses with various structures, including S-Corps, partnerships, and LLCs. His services encompass sales tax compliance, payroll processing, and compliance, as well as basic accounting services and financial planning for small businesses. With experience in handling diverse financial needs, Taylor is well-equipped to handle a range of accounting requirements.
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Michael J. Kresslein
Certified Public Accountant
Verified Licensed
Location Poolesville, Maryland 20837
Located in Poolesville, Maryland, Michael J. Kresslein provides expert financial guidance to individuals and small and medium-sized businesses. With over 10 years of experience in accounting and tax preparation, he specializes in basic accounting services and financial planning for small businesses and individuals. His services include bookkeeping and financial statement compilation, as well as individual and business tax return preparation. In addition to his core services, Michael J. Kresslein offers comprehensive financial analysis and planning to help clients make informed business and personal decisions.
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James M. Hepburn,
Certified Public Accountant
Verified Licensed
Location Poolesville, Maryland 20837
Based in Poolesville, Maryland, James M. Hepburn has provided expert accounting services to small and medium-sized businesses as well as individuals and families for over 15 years. His practice focuses on basic accounting services, individual tax services, and financial planning, helping clients navigate complex financial situations and make informed decisions. With a specialization in payroll processing and compliance, Hepburn ensures businesses meet their tax obligations and avoid costly fines. He also provides sales tax compliance services to help businesses navigate the complexities of state and local tax laws.
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Karl E. Schramm
Certified Public Accountant
Verified Licensed
Location Poolesville, Maryland 20837
Karl E. Schramm, a certified public accountant based in Poolesville, Maryland, has been providing accounting services to entrepreneurs and startups for over 20 years. His expertise encompasses basic accounting services, individual tax services, and financial planning, with a focus on helping clients navigate complex financial situations. In addition to his core services, Karl E. Schramm also specializes in IRS representation and sales tax compliance, with a unique ability to assist clients in resolving tax disputes and ensuring compliance with tax laws.
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Jamie A. Favorite
Certified Public Accountant
Verified Licensed
Location Poolesville, Maryland 20837
Based in Poolesville, Maryland, Jamie A. Favorite is a certified public accountant (CPA) with over 15 years of experience providing individual and business tax return preparation services. She specializes in basic accounting services, individual tax services, and business tax services, catering to the needs of family-owned enterprises and small to medium-sized businesses. Favorite's expertise extends to bookkeeping and financial statement compilation, helping clients navigate complex financial situations and stay compliant with relevant regulations. With a deep understanding of tax laws and regulations, Jamie A. Favorite provides accurate and timely tax preparation services, ensuring her clients meet their financial obligations.
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S. M. Mentzer
Certified Public Accountant
Verified Licensed
Location Poolesville, Maryland 20837
Based in Poolesville, Maryland, S. M. Mentzer is a certified public accountant with extensive experience in providing financial guidance to small and medium-sized businesses. With over 15 years of experience in delivering bookkeeping and financial statement compilation services, Mentzer offers expert support to clients navigating complex tax situations through IRS representation. Specializing in basic accounting services, financial planning, and individual tax services, Mentzer advises business owners of various structures, including S-Corps, partnerships, and LLCs.
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William P. Roche Jr
Certified Public Accountant
Verified Licensed
Location Poolesville, Maryland 20837
Based in Poolesville, Maryland, William P. Roche Jr is a certified public accountant with extensive experience in providing tax planning and consulting services. With over a decade of experience serving individuals and families, as well as various business structures including S-Corps, partnerships, and LLCs, Mr. Roche offers specialized expertise in basic accounting services, tax compliance, and financial planning. He particularly excels in helping clients navigate sales tax compliance, ensuring accurate and timely reporting and payment of sales taxes.
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Jeffrey A. Oyer
Certified Public Accountant
Verified Licensed
Location Poolesville, Maryland 20837
Based in Poolesville, Maryland, Jeffrey A. Oyer is a seasoned accountant providing tax and financial planning expertise to individuals, families, and small businesses. With over 15 years of experience, Oyer offers specialized services in basic accounting, small business accounting, and financial planning, assisting clients in managing their financial resources effectively. He is particularly skilled in retirement account tax reporting and IRS representation, helping clients navigate complex tax regulations and resolve disputes with the IRS.

Maryland's sophisticated CPA market serves a wealthy state with strong government contracting, biotechnology, and financial services sectors. The Maryland Board of Public Accountancy requires 150 semester hours for licensure. CPAs must complete 120 hours of continuing professional education every three years, including 6 hours of ethics and minimum technical requirements in accounting subjects.

Key Tax Considerations: Maryland has graduated individual income tax up to 5.75% (plus local county taxes) and an 8.25% corporate rate. CPAs commonly handle complex multi-state taxation due to proximity to D.C., Virginia, and Pennsylvania, state and local tax compliance, and high-income tax planning. The concentration of federal employees creates specialized needs for federal retirement benefits, Thrift Savings Plan distributions, and security clearance-related business structures.

Industry Specializations: Federal government contracting (especially defense and cybersecurity), biotechnology and life sciences, financial services, healthcare systems, higher education, real estate, and professional services are key practice areas. CPAs often specialize in government contractor accounting systems (DCAA compliance), biotech startup funding and equity, and serving high-net-worth individuals in affluent suburbs.

For CPA Professionals: The Maryland Association of CPAs provides extensive resources across the state. Major markets include Baltimore (financial services, healthcare), suburban Washington D.C. areas (government contracting, high earners), and the I-270 biotech corridor. Competition is strong in metro areas but sophisticated client needs create opportunities for specialized expertise. High cost of living in D.C. suburbs is offset by strong compensation and proximity to major federal contracting opportunities.