Business Details
28 Years
experience
Trusted Accounting Services in Rockville, MD
We are a distinct CPA firm dedicated to delivering exceptional accounting, tax, and advisory services. With over 40 years of experience, we serve businesses and individuals in Maryland, Virginia, and Washington DC, prioritizing personalized service and innovative financial solutions. Our team of certified professionals combines broad-based expertise with a commitment to exceeding client expectations.We specialize in tax planning, business valuation, audit services, and management advisory, ensuring clients receive timely, comprehensive support. Our mission is to provide superior professional services while fostering trust through integrity, excellence, and collaboration. Clients, including Washington's leading businesses, rely on our ability to anticipate needs and deliver strategic advantages.
Services
Tax Services
Audit Services
Business Valuation
Accounting
Management Advisory
Details
- Year established: 1998
Highlights and features
- We offer over 40 years of experience in accounting and tax services.
- Our team provides personalized, client-focused financial solutions.
- We deliver innovative approaches to business management and planning.
- Our firm responds to client needs beyond traditional accounting services.
- We maintain a strong commitment to timely and cost-effective service.
What people say
Personal service
Excellent tax advice
Timely support
Client-focused approach
Strong expertise
Services
Tax Services
We provide comprehensive tax planning and preparation for businesses and individuals. Our services include corporate, partnership, trust, and individual tax returns, estate planning, and IRS representation. We help clients maximize tax benefits, navigate life-changing events, and ensure compliance with evolving tax regulations.
Audit Services
Our audit services ensure accurate financial reporting and compliance. We conduct thorough audits of company financial statements, perform compilations or reviews, and evaluate internal controls. These services help businesses maintain transparency, meet regulatory requirements, and build trust with stakeholders through reliable financial data.
Business Valuation
We offer expert business valuation for mergers, acquisitions, estate planning, and legal matters. Our services address tax implications, insurance needs, and strategic financial planning. Clients receive tailored assessments to support informed decisions during business transitions, financing, or family succession planning.
Accounting
Our accounting services include monthly, quarterly, and annual bookkeeping, financial statement preparation, and compliance support. We assist with internal controls, forensic accounting, and Sarbanes-Oxley compliance. These services ensure businesses maintain accurate records and efficient financial operations.
Management Advisory
We provide strategic advisory services for business growth, including financial projections, feasibility studies, and system development. Our team advises on financing, banking relationships, personnel management, and risk assessment. These services help clients optimize operations and achieve long-term objectives.
People
David H. Butler
Principal
David Butler brings decades of accounting expertise to Rosenbloom & Butler. He specializes in tax consulting and client-focused financial solutions, combining technical knowledge with personalized service to help businesses thrive.
Jeffrey B. Rosenbloom
CPA, CVA
Jeffrey Rosenbloom offers specialized skills in business valuation and audit services. With extensive experience in financial reporting and compliance, he ensures clients receive accurate assessments and strategic guidance.
Elizabeth H. Mahood
CPA
Elizabeth Mahood focuses on tax planning and advisory services. Her expertise in individual and corporate tax strategies helps clients optimize financial outcomes while maintaining compliance.
Joyce Thompson
CPA
Joyce Thompson provides comprehensive accounting services, emphasizing internal controls and financial reporting. Her attention to detail ensures clients maintain accurate records and operational efficiency.
Wendy Butler
CPA
Wendy Butler specializes in business tax solutions and client advisory. Her approach combines technical proficiency with a focus on delivering personalized financial strategies to meet client goals.
Questions
What services do you offer?
We provide tax planning, audit services, business valuation, accounting, and management advisory. Our services cater to businesses and individuals needing financial expertise.
What should I bring for our first meeting?
Bring prior-year tax returns and complete our new client questionnaire to ensure a productive initial consultation.
Can you help with past-due tax filings?
Yes, we assist clients with overdue tax filings. Contact us to schedule an appointment and discuss your specific needs.
Why choose Rosenbloom & Butler?
We combine over 40 years of experience with personalized service, innovative solutions, and a commitment to exceeding client expectations in accounting and advisory services.
Do you serve businesses outside Maryland?
Yes, we serve clients in Virginia, Washington DC, and beyond through our network of professional contacts and remote support capabilities.
Reviews (1)
Kemi Macaulay
Nov 18, 2018
Report
This firm has deceptive billing practices - be sure to request any billing updates in writing and track hours carefully - hours reported/billed don't match the actual work completed and billing differs from what is verbally communicated.
