These CPAs can handle tax returns and suggest ways to reduce your tax burden. Most do a range of accounting, but we’ve noted any specialties.
- Enhanced Listing
Joseph J. Romagnoli
Managing Partner CST Grouphttp://cst-cpa.com/
Joe Romagnoli is the Managing Partner for CST Group. Joe has been with CST for more than 25 years, serving as a trusted advisor to closely held businesses in the DC metro region by providing expert guidance on accounting, audit, due diligence, taxation, and business transactions and valuations. He’s been recognized as an outstanding financial professional by Washingtonian, Virginia Business, and Virginia Society of Certified Public Accountants.
10740 Parkridge Boulevard, Fifth Floor, Reston, VA 20191 | 703-391-2000
James L. Alkire, Herndon; 703-467-8170. Works with small businesses as well as individuals.
Philip Baker, Regardie, Brooks & Lewis, Bethesda; 301-654-9000. Tax planning and preparation for individuals, closely held businesses, and estates and trusts.
Robert G. Baldassari,Matthews, Carter & Boyce, Fairfax; 703-218-3600. Helps clients with complex tax issues navigate through IRS rules.
Sharon Berman, BDO USA, McLean; 703-770-6377. Also a certified financial planner, Ber-man works with high net worths.
Colette D. Cahill, Ross, Langan & McKendree, McLean; 703-893-2660. Specializes in tax services.
Kendall Coleman, CST Group, Reston; 703-391-2000. A tax expert, Coleman also specializes in issues concerning closely held businesses such as real-estate firms and government contractors.
Arthur J. Dykes, McGladrey, Gaithersburg; 301-296-3636. Works often with entrepreneurs and closely held businesses on everything from complex tax issues to succession planning.
Gary P. Fitzgerald, Fitzgerald & Co., Vienna; 703-847-4600. Particular expertise in nonprofits, real-estate and construction firms, and tech start-ups.
Dalbert B. Ginsberg, Ginsberg Helfer & Boyd, downtown DC; 202-223-5000. Works with closely held businesses, their owners, and high-net-worth individuals on tax, estate, and retirement planning and administration. Has 38 years’ experience.
Steven Halt, Halt Buzas & Powell, Alexandria; 703-836-1350. Works with high-net-worth individuals, small and medium-size business-es, nonprofits, and trusts.
Harry A. Harrison,Aronson, Rockville; 301-231-6204. Works with many local and international entrepreneurs.
Roger L. Heymann, Heymann, Suissa & Stone, Rockville; 240-499-3600. Works with small businesses and individuals; no audits.
Amelia Ann Hillman, Dixon Hughes Goodman, McLean; 703-970-0400. Estate, gift, and income-tax planning.
Oksana G. Hoey, Murray, Jonson, White & Associates, Falls Church; 703-237-2500. Tax services for individuals, businesses, estates, and trusts.
Dwayne Holt, Baker Tilly, Vienna; 703-923-8585. Tax and business advice for entrepreneurs, executives, and their companies and families.
Joan Holtz, BDO USA, McLean; 703-893-0600. Specializes in high-net-worth individuals, corporate executives, and business owners.
Robert Hottle, Baker Tilly, Vienna; 703-923-8335. Income-tax planning and preparation, estate and transfer-tax planning, charitable planning, and international tax advice.
Lee Isaacson, CohnReznick, Bethesda; 301-657-7750. Clients include professional service firms, closely held businesses, high-net-worth individuals, and real-estate entities.
Gabrielle Kaufman, McGladrey & Pullen, Gaithersburg; 301-296-3450. Tax and estate planning and compliance for high-net-worth individuals, business owners, and entrepreneurial companies.
Leigh Klein, Karp, Klein & Associates, Rockville; 301-984-7100. Small-business and individual taxes for those living overseas.
Debora May, CFP, May & Barnhard, Bethesda; 301-656-5794. Also a certified financial planner, May is an expert in financial issues arising from divorce.
Brad L. Mendelson, Mendelson & Mendelson, Potomac; 301-656-0001. Specializes in tax work for restaurants and law firms.
Carol Mount, Halt Buzas & Powell, Alexandria; 703-836-1350. Specializes in tax compliance and planning.
Marsha Murphy, Murphy & Associates, Alexandria; 703-370-9100. Specialties include tax controversy, estate and fiduciary taxes, and tax services for closely held businesses and their owners.
Marnette Myers, Frank & Company, McLean; 703-821-0702. A tax specialist who is also an attorney.
Roger W. Overton, Homes, Lowry, Horn & Johnson, Fairfax; 703-281-4880. Tax planning for estates, trusts, and owners of closely held businesses.
Michael J. Pearlstein, Mendelson & Mendelson, Potomac; 301-656-0001. Tax and IRS issues.
Lauran Penn, Snyder Cohn, North Bethesda; 301-652-6700. Special interest in estate-and-trust planning, divorce planning, and consulting for the communications industry.
John M. Persil, CST Group, Reston; 703-391-2000. Specializes in audits for closely held businesses, nonprofits, and affluent individuals.
Richard Philipson,Robert Philipson & Company, Silver Spring; 301-608-3900. Specializes in wealth transfers between generations and for businesses and the entrepreneurs who own them.
Joseph J. Romagnoli, CST Group, Reston; 703-391-2000. Particular expertise in business valuation and financial-reporting assistance.
Steven E. Rose, RoseMcKenna, downtown DC; 202-862-1880. Specializes in complex family structures and international tax.
Erica R. Schmitz, Radloff & Schmitz, Great Falls; 703-759-6618. Specializes in tax compliance and advising, trust-and-estate planning, and small-business consulting.
Sandra Schneider, PFS, CFP, Schneider & Associates, Bethesda; 301-654-9090. Services include tax work and estate planning.
Keegan Stroup, Andersen Tax, McLean; 571-382-0020. Tax and financial planning for many entrepreneurs and family offices.
Mary E. Szpanka, Reston; 703-864-8027. Specializes in financial analysis and mediation for divorce.
John Wannen, Wannen and Company, downtown DC; 202-454-6700. Specializes in complex estate-and-trust taxation and offshore tax transactions.
Mark A. Watts, CST Group, Reston; 703-391-2000. Specializes in tax planning for high-net-worth individuals and closely held businesses.
Jeffrey E. Weintraub, Dixon Hughes Goodman, Rockville; 240-403-3700. Specializes in working with physicians.
Sherri Dalphonse joined Washingtonian in 1986 as an editorial intern, and worked her way to the top of the masthead when she was named editor-in-chief in 2022. She oversees the magazine’s editorial staff, and guides the magazine’s stories and direction. She lives in DC.
