Who We Serve

Industry Groups We Serve

We Are a Full-Service CPA Firm Serving the Mid-Atlantic Region and Beyond. The Industries We Serve include: Government Contractors, High-Net-Worth Individuals, Real Estate Firms, Nonprofit Organizations, Professional Services Firms, Hospitality Businesses, Wholesale Distribution Companies and more.

Government Contractors
  • Government Contractors
  • High Net Worth
  • Real Estate
  • Nonprofit Organizations
  • Hospitality and More
  • Government Contractors

    Our government contractor accounting professionals have been working with government contractors for over 40 years.

    Our commitment to government contractors is to develop a solid business and compliance foundation while Building on Profitable Ideas. The level of scrutiny and risk associated with working with the federal government creates unique business challenges for this industry.  Our experience enables us to provide a high degree of technical expertise and sound business advice oriented specifically to this industry.

    Learn More About Our GovCon Services
  • High Net Worth

    We provide financial planning services for individuals, families, and businesses to help them achieve their financial goals.

    It is our passion and privilege to build deep personal relationships with clients and use our financial management experience to help them improve the quality of their lives and achieve their financial goals.

    Contact us to ask questions and learn more about how we can help you with a full range of family office needs, tax reduction strategies, retirement planning approaches, private foundation consulting, wealth management and estate planning blueprints.

    Learn More About Our Services For High Net Worth Individuals
  • Real Estate

    Success in real estate requires long-term strategic planning as well as cost-effective management of day-to-day business operations.

    The real estate industry is extremely exciting and rewarding, but also full of risks and challenges. Our Real Estate Services Group focuses on ensuring that your business has a solid strategic tax, budget and financial plan for long-term profitability and that it is operating smoothly and efficiently.

    Learn More About Our Real Estate Industry Services
  • Nonprofit Organizations

    We are committed to helping nonprofit organizations meet their compliance obligations and plan for the future.

    Today’s nonprofit organizations face an ever-evolving set of challenges. It is important for these entities to have experienced advisors on their side. Our clients include a diverse group of nonprofit organizations, including charitable organizations, advocacy groups, membership organizations, education and mentoring programs, organizations that provide housing and rental assistance through numerous HUD programs, associations, and foundations.

    Learn More About Our Nonprofit Services
  • Hospitality and More

    Hospitality: Whether you are a small independent or a large restaurant group, you can count on us to ensure that your business plan is solid, your financial outlook is secure and your restaurant is positioned to take advantage of profitable opportunities.

    Wholesale: Long-term success in the wholesale sector is dependent upon the ability to minimize operating costs by effectively implementing best business practices in the operation of your business. Our Wholesale Services Group focuses on ensuring that your business is operating smoothly and efficiently.

    Contact Us For More Information About Industries We Serve

Tax, Assurance and Consulting

We are a full-service CPA firm serving the Mid-Atlantic region and beyond, providing Tax Compliance & Consulting, Audit & Assurance, Business Advisory Services, Outsourced CFO & Accounting, Wealth Management and Business Information Technology Services since 1991.

Contact Us to Learn More About What We Do and Who We Serve.