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Potomac
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Potomac
Showing 291 to 300 of 419 CPAs in Potomac, Maryland
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Rochelle R. Wiener
Certified Public Accountant
Verified Licensed
Location Potomac, Maryland 20854
Rochelle R. Wiener, a certified public accountant based in Potomac, Maryland, brings over 15 years of experience to her practice. Her expertise spans general accounting and advisory services, sales tax compliance, and individual tax services, catering to clients in the individual and family sectors. Her specialization in basic accounting services, individual tax services, and tax compliance allows her to provide comprehensive support to family-owned enterprises in the area.
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Chung H. Chang
Certified Public Accountant
Verified Licensed
Location Potomac, Maryland 20854
Chung H. Chang, a seasoned accounting professional, has been serving clients in the Potomac, Maryland area since 1999. With a focus on family-owned enterprises, individuals, and families, his practice emphasizes comprehensive financial guidance through basic accounting services, financial planning, and tax compliance. Key services include expert bookkeeping, financial statement compilation, and sales tax compliance, helping clients navigate complex financial matters with confidence.
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David R. Williams
Certified Public Accountant
Verified Licensed
Location Potomac, Maryland 20854
Based in Potomac, Maryland, David R. Williams is a seasoned accounting professional with over 15 years of experience in providing financial guidance to individuals and families. He specializes in tax compliance and offers individual and business tax return preparation, as well as tax planning and consulting services to help clients navigate complex financial situations. With a focus on basic accounting services and financial planning, Williams provides expert advice on budgeting and financial management to family-owned enterprises and individuals alike.
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Geoffrey B. Ramage
Certified Public Accountant
Verified Licensed
Location Potomac, Maryland 20854
Located in Potomac, Maryland, Geoffrey B. Ramage is a seasoned accounting professional with extensive experience in tax planning and compliance. Holding certifications in individual tax services and basic accounting, he provides expert guidance to family-owned enterprises and small to medium-sized businesses across various industries. With a focus on retirement account tax reporting, tax planning, and consulting, Geoffrey B. Ramage offers tailored solutions for businesses and individuals to navigate complex tax requirements effectively.
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Gary R. Stephani
Certified Public Accountant
Verified Licensed
Location Potomac, Maryland 20854
Based in Potomac, Maryland, Gary R. Stephani has been providing accounting services to clients in the region since 2006. His expertise spans basic accounting services, small business accounting, and tax compliance, with a focus on serving individuals and families, as well as family-owned enterprises. A certified public accountant, Gary R. Stephani is well-versed in retirement account tax reporting and IRS representation, offering critical support to clients navigating complex tax matters.
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Celeste E. Regan
Certified Public Accountant
Verified Licensed
Location Potomac, Maryland 20854
Based in Potomac, Maryland, Celeste E. Regan is a certified public accountant (CPA) with extensive experience serving entrepreneurs and startups, as well as family-owned enterprises. Her specialization in basic accounting services, individual tax services, and business tax services enables her to cater to a diverse range of clients. Notably, she provides comprehensive tax planning & consulting services to ensure her clients' compliance with sales tax regulations.
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Marjorie A. Lynch
Certified Public Accountant
Verified Licensed
Location Potomac, Maryland 20854
Marjorie A. Lynch is a certified public accountant based in Potomac, Maryland. With over 20 years of experience, she provides expert guidance on general accounting and advisory services, helping individuals and small to medium-sized businesses achieve financial stability. Her specialization in basic accounting services, financial planning, and business tax services enables her to offer comprehensive support to her clients, from financial planning to tax compliance.
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Scott E. Whaley
Certified Public Accountant
Verified Licensed
Location Potomac, Maryland 20854
Located in Potomac, Maryland, Scott E. Whaley is a certified public accountant with over 15 years of experience. He has extensive expertise in providing basic accounting services, tax compliance, and financial planning to a diverse range of clients, including family-owned enterprises and various business structures such as S-Corps, partnerships, and LLCs. Mr. Whaley's services also extend to IRS representation and individual and business tax return preparation, helping clients navigate complex tax issues and ensuring timely compliance with regulatory requirements.
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Michele D. Kaplan
Certified Public Accountant
Verified Licensed
Location Potomac, Maryland 20854
Michele D. Kaplan is a certified public accountant based in Potomac, Maryland. With over 25 years of experience serving individuals and families, as well as small and medium-sized businesses, she provides expert bookkeeping and financial statement compilation services. Her expertise includes basic accounting, business tax preparation, and small business accounting, making her a valuable resource for clients in need of comprehensive financial guidance. Notably, Michele is also skilled in IRS representation, helping clients resolve tax-related issues and disputes.
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Alison R. Cantor
Certified Public Accountant
Verified Licensed
Location Potomac, Maryland 20854
Alison R. Cantor is a certified public accountant based in Potomac, Maryland, with extensive experience serving small and medium-sized businesses, entrepreneurs, and startups. Her expertise spans basic accounting services, business tax services, and individual tax services, allowing her to address the unique needs of her clients. With a focus on sales tax compliance and tax planning and consulting, Alison helps her clients navigate complex tax regulations and make informed financial decisions. In her practice, she emphasizes the importance of accurate and timely financial record-keeping and tax compliance, working closely with her clients to ensure they meet their financial obligations.

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.