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Potomac
Filter Results
Potomac
Showing 371 to 380 of 419 CPAs in Potomac, Maryland
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Peter L. Luppino
Certified Public Accountant
Verified Licensed
Location Potomac, Maryland 20854
Peter L. Luppino, a certified public accountant, is based in Potomac, Maryland, offering professional accounting services to his clients. With over 15 years of experience in providing financial guidance to entrepreneurs and startups, as well as individuals and families, Peter specializes in basic accounting services, tax compliance, and financial planning. His expertise includes payroll processing and compliance, bookkeeping, and financial statement compilation, helping businesses and individuals maintain accurate financial records and stay compliant with regulatory requirements.
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Aaron Yakov-Nagar
Certified Public Accountant
Verified Licensed
Location Potomac, Maryland 20854
Aaron Yakov-Nagar brings his expertise as a certified public accountant to provide comprehensive accounting services to clients in Potomac, Maryland and surrounding areas. With over 15 years of experience in basic accounting services, individual tax services, and financial planning, he caters to the needs of small and medium-sized businesses, as well as family-owned enterprises. He specializes in bookkeeping and financial statement compilation, ensuring accurate and timely financial records for his clients. Additionally, he offers tax reporting services for retirement accounts, helping clients navigate complex tax laws and regulations.
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Charles E. Violand
Certified Public Accountant
Verified Licensed
Location Potomac, Maryland 20854
Based in Potomac, Maryland, Charles E. Violand brings over 25 years of experience to his role as a certified public accountant. His expertise lies in providing basic accounting services, business tax services, and ensuring tax compliance for clients across various business structures, including S-Corps, partnerships, and LLCs. Notably, Charles E. Violand specializes in helping entrepreneurs and startup business owners navigate complex tax regulations, including retirement account tax reporting and IRS representation.
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Jerrold Rosenberg
Certified Public Accountant
Verified Licensed
Location Potomac, Maryland 20854
Jerrold Rosenberg, a certified public accountant based in Potomac, Maryland, has over 20 years of experience serving clients across various industries. He specializes in providing financial planning and business tax services to family-owned enterprises and entrepreneurs, with a focus on helping startups navigate complex tax laws. Rosenberg also offers sales tax compliance and individual & business tax return preparation services, utilizing his expertise in basic accounting services to meet the unique needs of his clients.
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Leslie G. Lorenzi
Certified Public Accountant
Verified Licensed
Location Potomac, Maryland 20854
As a resident of Potomac, Maryland, Leslie G. Lorenzi has over a decade of experience providing accounting services to diverse clients. Her areas of specialization include basic accounting services, financial planning, and individual tax services, catering to the needs of individuals and families, as well as various business structures such as S-Corps, partnerships, and LLCs. Additionally, her expertise in sales tax compliance and tax planning consulting enables her to offer comprehensive support to clients navigating complex financial situations.
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Louis T. Bartko
Certified Public Accountant
Verified Licensed
Location Potomac, Maryland 20854
Based in Potomac, Maryland, Louis T. Bartko provides financial guidance to individuals and families as well as entrepreneurs and startup businesses. With over 15 years of experience in the field, Louis specializes in basic accounting services, small business accounting, and financial planning. His services include IRS representation, payroll processing and compliance, and he serves clients across a variety of industries.
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Bertha L. Migdal
Certified Public Accountant
Verified Licensed
Location Potomac, Maryland 20854
Based in Potomac, Maryland, Bertha L. Migdal is a certified public accountant with over 20 years of experience in public accounting. Her practice focuses on providing basic accounting services, individual tax services, and tax compliance to various business structures, including S-Corps, partnerships, and LLCs, as well as entrepreneurs and startups. Migdal specializes in individual and business tax return preparation and also represents clients before the IRS.
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Gregory Lachowicz
Certified Public Accountant
Verified Licensed
Location Potomac, Maryland 20854
Located in Potomac, Maryland, Gregory Lachowicz brings over 15 years of experience in providing accounting services to family-owned enterprises and entrepreneurs. With a specialization in small business accounting, he offers bookkeeping and financial statement compilation services to help clients maintain accurate financial records. As a certified public accountant, Gregory also prepares individual and business tax return submissions for clients with varying financial complexities.
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Jason S. King
Certified Public Accountant
Verified Licensed
Location Potomac, Maryland 20854
Based in Potomac, Maryland, Jason S. King provides accounting services to a diverse range of clients, including entrepreneurs and startups, as well as various business structures such as S-Corps, partnerships, and LLCs. With years of experience in financial planning and tax compliance, he specializes in basic accounting services and financial planning, offering tailored advice to meet the unique needs of each client. His expertise also extends to sales tax compliance and retirement account tax reporting, ensuring that his clients' financial affairs are accurately and efficiently managed.
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Toby Berman
Certified Public Accountant
Verified Licensed
Location Potomac, Maryland 20854
Toby Berman, a certified public accountant based in Potomac, Maryland, has over 20 years of experience providing accounting and tax consulting services to small and medium-sized businesses. His practice specializes in financial planning, business tax services, and basic accounting services, catering to various business structures including S-Corps, partnerships, and LLCs. Mr. Berman also offers IRS representation and payroll processing and compliance services, helping clients navigate complex tax issues and maintain regulatory compliance.

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.