Fancy Foyer


We understand the opportunities and complex challenges faced by the real estate industry.  Having the right financial partner can help maximize these opportunities.  Our team is proud to be the chosen financial and accounting partner to some of the best realtors, developers, and property managers in the Washington, DC metropolitan area.


  • Outsourced accounting assistance

  • QuickBooks assistance by QuickBooks Certified ProAdvisors

  • Preparation of internal financial statements

  • Internal controls implementation


  • Tax planning strategies

  • Tax preparation for the business and the owner(s).

  • Cost-savings possibilities when the business and owner(s) personal taxes are prepared collectively

  • All federal, state, and local tax filings

  • Quarterly estimate preparation

  • New partner/ investor tax considerations

  • Ability to assist investors owning multiple properties and can file returns in all U.S. states and assist with international obligations


  • Preparation of audited, reviewed, or compiled financial statements

  • Assistance with bank loan covenant requirements, office lease requirements, and additional assurance requirements

  • Agreed-upon procedures

  • Employee benefit plan audits


  • Our full-service offering

  • Bring the business advisory, accounting, financial, and tax expertise directly into your practice - without the full-time expense of highly qualified financial employees

  • Take your business and investments to the next level financially by utilizing the expertise of multiple CPAs, allowing us to handle the numerous facets of your finances

  • For the professionals that utilize our CFO Advisory services, our #1 priority is maximizing value for the owner(s)


  • Entity selection assistance

  • Ownership & investor structuring

  • Employee vs. Independent Contractor assistance

  • Relationships with bankers, attorneys, financial advisors, and insurance agents to help with practice startup needs

  • Loan negotiation assistance

  • Operating agreement assistance

  • Succession planning

  • Valuation assistance


  • Retirement planning, including assistance with setting up plans that maximize tax deferral opportunities for the owner(s) and key employees

  • Profitability & expenditure review

  • Financial planning & budgeting

  • Cash flow modeling

  • Lease vs. buy analysis

410-268-6154     |     410-269-5426     |

60 West Street, Suite 205, Annapolis, MD 21401

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