Tax and audit services in Washington, Virginia

Merrill Lynch Financial Advisor Darric N Boyd, located at 1152 15th Street Northwest in Washington, D.C., is a finance institution dedicated to providing comprehensive wealth management services to individuals, families, and organizations. Recognized for our expertise and commitment to our clients, we have been named to Forbes' "Best-in-State Wealth Management Teams" list in 2023 and 2024. Our team at Boyd Britton and Pope Wealth Management brings over 100 years of combined experience in the industry, offering personalized retirement and investment planning, risk management, and estate planning services. We prioritize understanding our clients' goals and values to create tailored strategies that align with their unique needs and aspirations. With a focus on long-term relationships and a holistic approach to financial planning, we strive to help our clients achieve financial freedom and leave a lasting legacy for future generations. Contact us today to learn more about how we can support you on your financial journey.

Susanne Nolan - RBC Wealth Management Financial Advisor is a reputable financial institution located at 2100 Pennsylvania Avenue Northwest in Washington, District of Columbia. As a trusted advisor, Susanne Nolan provides expert financial guidance and investment strategies to help clients reach their financial goals. With a focus on personalized service and tailored solutions, clients can feel confident in their financial decisions. Whether you are planning for retirement, managing wealth, or looking to grow your investment portfolio, Susanne Nolan is dedicated to providing top-notch financial advice and support.

Merrill Lynch Financial Advisor Dallas Disbro, located at 1152 15th Street Northwest in Washington, District of Columbia, offers personalized financial advice and guidance to individuals, families, and business owners. Dallas J. Disbro, CRPC™, has over a decade of experience in retirement planning, education funding, liquidity events, and wealth transfer strategies. His client-centric approach is built on trust, transparency, and collaboration, tailored to each client's unique needs and goals. Dallas is dedicated to exceptional service and fosters trust in client-advisor relationships, providing unbiased recommendations and guidance. As a Portfolio Advisor, Dallas can recommend investment strategies and work with clients' CPAs and attorneys to navigate complex financial decisions. With access to Bank of America's lending and banking services, Dallas helps clients achieve financial prosperity and control over their future. Through personalized financial plans and ongoing communication, Dallas aims to help clients achieve their goals and secure their financial future.

Merrill Lynch Financial Advisor Christopher Cunniff is a finance institution located at 1152 15th Street Northwest, Washington, District of Columbia, United States. Managing your wealth starts with a comprehensive understanding of your financial situation. Christopher Cunniff can help create a flexible strategy tailored to your needs, with access to the investment insights of Merrill and the banking solutions of Bank of America. With a focus on community involvement, Christopher Cunniff volunteers with local organizations. The team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. By utilizing the Merrill Personal Wealth Analysis™, a personalized plan can be developed centered around your goals. Through ongoing communication and adjustments, Christopher Cunniff will work with you to pursue your financial objectives. With a focus on understanding your unique needs and priorities, Christopher Cunniff will help you create a financial approach that aligns with your goals. Get personalized investment strategies and comprehensive financial solutions from a dedicated Merrill advisor. Stay on track with the latest investment insights and strategies to help you achieve your financial goals. Christopher Cunniff is registered to do business in multiple states and is committed to providing personalized financial guidance to help you navigate the complexities of investing. Remember that investing involves risk, and it's important to consult with legal and tax advisors before making financial decisions. Merrill offers a range of services to meet your financial needs.

Merrill Lynch Financial Advisor Jeffrey William Mullaney is a finance institution located at 1152 15th Street Northwest, Washington, District of Columbia, United States. With a focus on managing your wealth and understanding your financial goals, Jeffrey Mullaney can help create a personalized strategy tailored to your needs. As a part of Merrill Lynch Wealth Management, the institution offers access to investment insights and banking solutions from Bank of America. Jeffrey Mullaney believes in building strong client relationships based on trust and personalized service, with a team of experienced professionals dedicated to helping you pursue your financial goals. By utilizing tools like the Merrill Personal Wealth Analysis™ and the Investment Personality Assessment, Jeffrey Mullaney aims to create a financial approach that aligns with your priorities and aspirations. Whether you are planning for retirement, saving for a major purchase, or looking to pass on wealth to future generations, Jeffrey Mullaney can assist you in developing a plan to manage, grow, and preserve your wealth. With a focus on understanding your unique needs and goals, Jeffrey Mullaney works to provide you with the guidance and support needed to achieve financial success.

Merrill Lynch Financial Advisor Robert Post is a finance institution located at 1152 15th Street Northwest, Washington, District of Columbia, United States. As your Merrill advisor, Robert Post focuses on connecting all aspects of your financial life to help you prioritize and pursue your most important goals. With over 11 years of experience in the industry, Bob strives to be the single best source for financial advice, tailoring his approach to accommodate each unique situation. Whether you are focused on growing, preserving, or transferring wealth, Bob and his team are committed to helping you address your financial goals at every stage of your life. Through personalized recommendations and a deep understanding of your goals and priorities, Bob works with you to develop and implement financial strategies that can help turn your goals into reality. With access to the investment insights of Merrill and banking solutions from Bank of America, Bob can help you manage, grow, and preserve your wealth while considering the impact it can have for years to come. Let Bob Post and his team at Merrill Lynch Wealth Management help you achieve your financial goals and live your best financial life.

Merrill Lynch Financial Advisor William S Jeffery is a finance institution located at 1152 15th Street Northwest in Washington, District of Columbia, United States. With a focus on understanding your full financial picture, William S Jeffery can help create a flexible strategy tailored to your specific goals and needs. By providing access to the investment insights of Merrill and the banking solutions of Bank of America, he can assist you in managing your wealth and pursuing your financial goals through personalized wealth management strategies. William S Jeffery is committed to participating in the community and volunteering with local organizations. Through the Merrill Personal Wealth Analysis™, a personalized plan can be developed centered on your goals and aspirations. As your financial advisor, William S Jeffery prioritizes what matters most to you and your family, adapting your financial approach as your life and goals evolve. By utilizing the Investment Personality Assessment, he can gain a deeper understanding of your investing preferences and customize a financial approach to help you achieve your goals. With a focus on building a long-term relationship, William S Jeffery aims to help you manage, grow, and preserve your wealth while addressing your financial needs. Certified as a Financial Planner, William Jeffery is registered to do business in multiple states and offers personalized investment strategies tailored to your unique situation. With a commitment to putting you first, William S Jeffery is dedicated to helping you reach your financial goals and navigate the complexities of your financial life.

Merrill Lynch Financial Advisor Pamela S.B. Wise is a finance institution located at 1152 15th Street Northwest in Washington, District of Columbia, United States. Our mission is to understand you and what matters most to you, in order to help you pursue your financial goals while managing investment risk. We focus on personalized plans tailored to your needs, with access to investment insights from Merrill and banking solutions from Bank of America. Our approach is grounded in understanding you as an individual, prioritizing your goals and building a plan that reflects your personal investment style. Through the Investment Personality Assessment, we can customize your financial approach to help you achieve what matters most to you. Our team is dedicated to building strong client relationships based on trust and personalized service. With Merrill Personal Wealth Analysis™, we can document a personalized plan centered on your goals. We are committed to helping you stay on track to achieve what's most important to you, adjusting your financial approach as needed. Let's work together to help you reach your goals and navigate the complexities of your financial life.

Merrill Lynch Financial Advisor Danielle G Thibault is a reputable finance institution located at 1152 15th Street Northwest in Washington, District of Columbia, United States. With over 25 years of experience in Financial and Wealth Management, Danielle G Thibault, CFP® is dedicated to simplifying the complicated world of wealth management for her clients. As a Financial Advisor at Merrill Lynch Wealth Management Office, she provides personalized financial planning and investment management services tailored to each client's specific goals and objectives. Supported by the global resources of Merrill and Bank of America, Danielle builds strong client relationships based on trust and personalized service. She believes in treating clients with respect, doing the right thing, staying relevant and current, and communicating effectively to keep clients informed about their financial goals. By focusing on what matters most to each client - family, goals, and priorities - Danielle helps clients achieve their financial aspirations through a customized investment approach. With access to the investment insights of Merrill and banking solutions from Bank of America, Danielle works closely with clients to develop strategies that address their financial needs and adapt to changes in their lives and the market. Whether planning for retirement, saving for a home, or passing wealth to future generations, Danielle is committed to helping clients pursue what matters most to them. By placing the investor at the center of the planning process, Danielle guides clients through difficult financial transitions and decisions, ensuring they stay on track to achieve their goals. With a focus on personalized service and ongoing communication, Merrill Lynch Financial Advisor Danielle G Thibault is dedicated to helping clients navigate the complexities of their financial lives and build a secure financial future.

Merrill Lynch Financial Advisor Jonathan L Sade, located at 1152 15th Street Northwest in Washington, District of Columbia, United States, is a finance institution that specializes in addressing the investing and fiduciary responsibilities of institutions, as well as the wealth management needs of individuals and families. Jonathan L Sade, a Portfolio Manager with certifications including Certified Investment Management Analyst and Certified Plan Fiduciary Advisor, is dedicated to delivering excellent service and has been recognized as one of Forbes "Best-in-State Wealth Advisors" for multiple years. The institution offers personalized financial strategies tailored to each client's goals, with a focus on building strong client relationships based on trust and personalized service. Through the Merrill Personal Wealth Analysis™ process, clients can create a personalized financial plan centered on their goals and aspirations. With access to the investment insights of Merrill and banking solutions from Bank of America, clients can work with Jonathan Sade to develop an approach designed to address their financial needs. The institution believes in helping clients achieve their goals by understanding their priorities and providing guidance based on their individual circumstances. By staying informed about changes in clients' lives and revisiting their financial approach, Merrill Lynch Financial Advisor Jonathan L Sade aims to help clients stay on track towards their financial goals. As a registered Senior Wealth Management Client Associate, Jonathan Sade is committed to putting clients first and providing personalized investment strategies to help them pursue their goals.

Merrill Lynch Financial Advisor Drew Weinberger, located at 1152 15th Street Northwest, Washington, D.C., is dedicated to helping individuals lead a life free of financial stress so they can pursue their personal happiness and fulfillment. They create deep and meaningful relationships with clients and provide unbiased advice for long-term benefit. Their team assists clients in making key financial decisions, distinguishing between needs and wants, and creating investment strategies to help clients enjoy their lifestyle and preserve their wealth. They work closely with clients to determine the income needed to sustain their current lifestyle and establish portfolios aligned with their goals, time horizon, liquidity needs, and risk tolerance.

Merrill Lynch Financial Advisor Jeffrey David Gregorio, located at 1152 15th Street Northwest in Washington, D.C., offers personalized wealth management strategies tailored to your individual financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Jeffrey can help you navigate today's changing market conditions. By participating in the community and volunteering with local organizations, Jeffrey follows the deep-seated Merrill tradition of serving the communities we work in. By utilizing the Merrill Personal Wealth Analysis™ tool, Jeffrey can create a personalized plan centered around your goals and aspirations. Supported by the global resources of Merrill, Jeffrey's team is dedicated to building strong client relationships based on trust and personalized service. Whether you are planning for retirement, saving for a major purchase, or passing on wealth to future generations, Jeffrey will work with you to develop a financial approach designed to address your specific needs.

Bank of America Private Client Advisor Morris Clarke, located at 1800 K Street Northwest in Washington, D.C., offers personalized wealth management strategies for high- and ultra-high-net-worth individuals, families, and select not-for-profit institutions. Morris Clarke, a Managing Director with a background in finance and extensive experience in the industry, leads a team of specialists who provide tailored solutions for investment management, estate planning, family office services, and more. With a focus on preserving and growing wealth for future generations, the institution aims to help clients achieve their financial goals and leave a lasting legacy. The team at Bank of America Private Bank is dedicated to building strong client relationships based on trust and personal experience, offering insights and expertise to navigate the complexities of managing significant wealth. By combining a personalized approach with the resources of Bank of America, the institution strives to make clients' financial objectives a top priority. Note that the team members are subject to change, but each individual is committed to listening to clients' needs and creating strategies that align with their best interests. As a client of Bank of America Private Bank, you can expect disciplined financial strategies, innovative solutions, and a focus on providing a bridge across generations to help you achieve your financial goals. Please be aware that by visiting the Bank of America Private Bank website, you may be directed to FINRA'S BrokerCheck and are subject to separate terms and privacy policies. It's important to note that neither Bank of America Private Bank nor any of its affiliates provide legal, tax, or accounting advice, so it's recommended to consult with your own advisors before making any financial decisions. With a commitment to excellence and a dedication to serving clients' best interests, Bank of America Private Client Advisor Morris Clarke strives to provide tailored wealth management solutions that align with your unique financial goals and aspirations.

Merrill Lynch Financial Advisor Henry Asemota, located at 1152 15th Street Northwest in Washington, D.C., is a renowned finance institution with a strong reputation for providing personalized wealth management services to individuals, families, and organizations. With a focus on customized retirement and investment planning, risk management, wealth planning strategies, legacy and estate planning, and liability management, the team at Boyd Britton and Pope Wealth Management has been recognized for their expertise and dedication to their clients. Named to Forbes “Best-in-State Wealth Management Teams” list in 2023 and 2024, the institution boasts over 100 years of combined wealth management experience and a commitment to serving clients' best interests. By taking a goals-based approach to financial planning and offering proactive guidance, Merrill Lynch Financial Advisor Henry Asemota ensures that clients feel confident in their pursuit of financial freedom and security.

Merrill Lynch Financial Advisor James C. Grant is a reputable finance institution located at 1152 15th Street Northwest in Washington, District of Columbia, United States. With a focus on providing personalized financial advice and guidance, James C. Grant and his team offer a range of services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Merrill Lynch Financial Advisor James C. Grant is dedicated to providing expert advice and solutions tailored to your individual needs. Contact them today to schedule a consultation and take the first step towards securing your financial future.

Merrill Lynch Financial Advisor Colleen Shepard, located at 1152 15th Street Northwest in Washington, D.C., is a prestigious finance institution dedicated to providing personalized financial planning and investment strategies. The team of experienced advisors at Merrill Lynch is committed to building strong relationships with clients based on trust and collaboration. They take the time to understand each client's unique goals, priorities, and financial situation in order to create individualized plans that reflect their needs. Clients benefit from the investment insights of Merrill, as well as access to trust and fiduciary services from Bank of America Private Bank and credit and lending solutions from Bank of America. The institution's approach to investing is grounded in a deep understanding of each client, ensuring that their financial strategy evolves along with their life and goals.

Merrill Lynch Financial Advisor Philip E Blevins is a reputable finance institution located at 1152 15th Street Northwest in Washington, District of Columbia, United States. With a focus on providing expert financial advice and services, clients can trust in the expertise and guidance of Philip E Blevins to help them achieve their financial goals. Whether it's investment planning, retirement strategies, or wealth management, Merrill Lynch Financial Advisor Philip E Blevins is dedicated to helping clients navigate the complexities of the financial world with confidence and peace of mind.

Merrill Lynch Financial Advisor Mary Robinson Carter is a reputable finance institution located at 1152 15th Street Northwest in Washington, District of Columbia, United States. With a focus on providing personalized financial advice and solutions, Mary Robinson Carter and her team are dedicated to helping clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Mary Robinson Carter offers expert guidance and support to help you make informed decisions about your finances. Trust in their expertise and experience to secure your financial future.

Merrill Lynch Financial Advisor Eman Mossadeghi, located at 1152 15th Street Northwest, Washington, District of Columbia, United States, is a finance institution dedicated to helping individuals lead a life free of financial stress. By building deep and meaningful relationships and providing unbiased advice, they aim to help clients pursue their personal happiness and fulfillment. Specializing in creating investment strategies that differentiate between needs and wants, they work closely with clients to determine the income needed to sustain their lifestyle and make informed decisions about their finances. With a focus on personalized attention and open communication, Merrill Lynch Financial Advisor Eman Mossadeghi strives to help clients navigate both smooth and turbulent market environments, ensuring they understand their investments and the potential risks and benefits they offer. With a team of experienced professionals and access to global resources, they provide tailored solutions to address clients' needs and goals, helping them achieve financial success.

Merrill Lynch Financial Advisor Trey Gray is a finance institution located at 1152 15th Street Northwest, Washington, District of Columbia, United States. Our mission is to help individuals lead a life free from financial stress, enabling them to pursue their personal happiness and fulfillment. We strive to create deep and meaningful relationships with our clients, providing unbiased advice for their long-term benefit. Our team can assist you in making important financial decisions, distinguishing between needs and wants, and creating investment strategies designed to help you enjoy your lifestyle while preserving your wealth. We work closely with you to determine the income needed to sustain your current lifestyle and make necessary trade-offs. This process helps establish the portfolio size and composition required to maintain and grow your assets.

Merrill Lynch Financial Advisor Ronald Everett is a finance institution located at 1152 15th Street Northwest in Washington, District of Columbia, United States. Ron is a Financial Advisor in Merrill's Washington, D.C., office, specializing in serving corporate retirement plans, non-profit organizations, and high-net-worth individuals and families. The institution offers personalized financial planning through Merrill Personal Wealth Analysis™, focusing on your goals and priorities. By starting with a conversation to understand your aspirations and concerns, the institution helps you develop a customized financial strategy to plan for your future. With access to investment insights from Merrill and banking solutions from Bank of America, the institution aims to help you manage, grow, and preserve your wealth. The institution believes in staying connected with you to ensure your financial strategy aligns with your changing life and market conditions. By providing transparency on risks, opportunities, and costs, the institution helps you make informed decisions to reach your financial goals. The institution's mission is to understand you and your priorities, offering personalized solutions to help you achieve financial success. Through regular check-ins and adjustments to your financial approach, the institution aims to keep you on track towards your goals. With a focus on building a dedicated one-on-one relationship, Merrill Lynch Financial Advisor Ronald Everett is committed to helping you navigate the complexities of your financial life and reach your goals.

Merrill Lynch Financial Advisor Paula L Scali is a reputable finance institution located at 1152 15th Street Northwest in Washington, District of Columbia, United States. With a focus on providing expert financial advice and services, clients can trust in the expertise and guidance of Paula L Scali. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Paula L Scali is dedicated to helping you achieve your financial goals.

Merrill Lynch Financial Advisor George L Balboa is a reputable finance institution located at 1152 15th Street Northwest in Washington, District of Columbia, United States. With years of experience and expertise in the financial industry, George L Balboa offers personalized financial advice and investment strategies to help clients achieve their financial goals. Whether you are planning for retirement, saving for education, or looking to grow your wealth, Merrill Lynch Financial Advisor George L Balboa can provide you with the guidance and support you need to make informed decisions about your finances. Trustworthy, reliable, and dedicated to client satisfaction, this institution is committed to helping you secure a strong financial future.

Merrill Lynch Financial Advisor Michael H Kirvan is a finance institution located at 1152 15th Street Northwest, Washington, District of Columbia, United States. The team at Merrill Lynch provides insights, observations, and ideas to help clients pursue their financial goals. The advisors at Merrill Lynch have received recognition from various financial industry publications, setting the standard for exemplary client service. The team is supported by the global resources of Merrill and is committed to building strong client relationships based on trust and personalized service. At Merrill Lynch Wealth Management, the financial advisors focus on the things that clients care about most - family, goals, and priorities - even as they change over time. The team believes in fully involving clients in planning for their financial future, starting with determining their investment style and identifying individual goals that are personally meaningful. By understanding how clients think about investing, a comprehensive strategy can be designed to make the most of their financial resources.

Merrill Lynch Financial Advisor Michael B Cunningham is a finance institution located at 1152 15th Street Northwest, Washington, District of Columbia, United States. This institution follows the deep-seated Merrill tradition of community participation and volunteering. The team, supported by the global resources of Merrill, is committed to building strong client relationships based on trust and personalized service. They offer personalized financial plans tailored to individual goals and priorities, focusing on managing investment risk while helping clients pursue financial goals. The advisors at Merrill Lynch Wealth Management prioritize understanding clients and their aspirations, offering customized financial approaches to help achieve their goals. Through regular check-ins and updates, they aim to keep clients on track towards their financial objectives. With access to investment insights from Merrill and banking solutions from Bank of America, they work with clients to develop strategies to address their financial needs. The institution offers a range of services including investment advisory, financial planning, and more, tailored to individual client needs. Michael Cunningham, a Chartered Retirement Planning Counselor™, is registered to do business in multiple states and offers personalized investment strategies and comprehensive financial solutions. Investing involves risk, and clients are encouraged to consult with legal and tax advisors before making financial decisions. The goal of Merrill Lynch Financial Advisor Michael B Cunningham is to help clients achieve their financial goals through personalized approaches that reflect their unique needs and priorities.

Edward Jones - Financial Advisor: Cameron Murray is a reputable finance institution located at 201 North Washington Highway in Ashland, Virginia, United States. As a dedicated financial advisor, Cameron Murray provides personalized investment strategies and guidance to help clients achieve their financial goals. With a focus on building long-term relationships and providing exceptional customer service, Edward Jones - Financial Advisor: Cameron Murray is a trusted partner in helping individuals and families secure their financial future.

Dorsey Jackson is a reputable finance institution located at 2800 George Washington Memorial Highway in Yorktown, Virginia, United States. With a strong focus on providing expert financial services and guidance, Dorsey Jackson is committed to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, wealth management services, or assistance with financial planning, Dorsey Jackson's experienced team of professionals is dedicated to providing personalized solutions tailored to your specific needs. Trust Dorsey Jackson for all your financial needs and experience the difference of working with a top-tier finance institution.

Edward Jones - Financial Advisor: Carlos J Britos is a reputable finance institution located at 2922 George Washington Memorial Highway in Gloucester Point, Virginia, United States. Specializing in providing personalized financial advice and services, Carlos J Britos is dedicated to helping individuals and families achieve their financial goals. With a strong focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Carlos J Britos is committed to providing top-notch financial planning and investment strategies to help clients secure their financial future.

B J Kane & Co PC is a CPA Firm located in Annandale, Virginia, just fifteen minutes from Washington, DC. Established in 1986, we specialize in providing accounting and finance services to healthcare professionals in the Washington Metropolitan area. Our team has expertise in tax planning, business consulting, estate and financial planning, and management advisory services. We have strategic business alliances to benefit our clients and are known for cultivating long-term relationships. Our sister company, Health Care Advisors, Inc. (HCA), offers health care reimbursement, compliance, and practice management consulting services. HCA also provides subcontracted services to CPA's, attorneys, and other entities seeking healthcare specialists.

Stanley G. Boatwright, PC is a well-established and reputable accounting and finance institution located at 318 Washington Avenue Southwest in Roanoke, Virginia. With over 30 years of experience, our team of Roanoke accountants offers a wide range of services including accounting, tax preparation, QuickBooks assistance, and consulting for individuals, businesses, estates, and trusts in Roanoke, Salem, Vinton, and surrounding areas. Our firm specializes in providing integrated accounting and tax solutions tailored to meet the unique needs of our clients. We pride ourselves on our ability to help individuals and businesses navigate the complexities of the federal and state regulatory environment, ensuring compliance and maximizing financial efficiency.