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Accountants/Tax PreparersEdit

Marc B. Asher, CPA
Asher & Associates, LLC
9515 Deereco Road, Suite 710
Timonium, MD 21093
Phone (410) 453-6600
Fax (410) 453-6677
asherassoc.com
marc@asherassoc.com
We have used Marc Asher for the past 3 years for both our personal and business taxes. He helped set up Jeff's consulting business S-corporation too. We're pleased with his down-to-earth approach. +++++

Bob Beatson
I highly recommend Bob Beatson in Potomac. He is expensive but efficient and he has saved my butt on complicated estate matters more than once. He does a great job of our taxes every year.

Mel Brenner
MelvinBrenner@Comcast.net
Mel Brenner works out of an office in his house in the Glenmont area.

Judi L. Herishen, CPA, LLC
3605 Dunlop Street
Chevy Chase, MD 20815
(301) 652-1277

Stephen Kahn
http://www.kahncpa.com/
We have always used Stephen Kahn - he's the best.

James T. McIntosh and Mac McIntosh
Accounting Professionals and Consultants
5084 Dorsey Hall Drive, Suite 205
Ellicott City, MD 21204
(410) 772-8660

Penan & Scott
301-838-0803
Barrett Penan (and his associates) is excellent if you have some complicated stuff -- though may be a bit on the pricey side. Located in Rockville, number is 301-838-0803.

Roanne Pitluk
roanne.pitluk1@gmail.com
301-587-2482
Roanne Pitluk, CPA, a 25-year veteran of Price Waterhouse Coopers. I've just worked with Roanne, and can vouch for her expertise, cool head, and human touch in preparing taxes.

Sherwood Associates
Nancy Sherwood
11249 Fern Street
Wheaton, MD 20902
301-933-1222

Ken Watter
www.wattercpa.com
Ken Watter is in Bethesda just off 410 between Connecticut Avenue and 355. We've been using him for YEARS and we always get excellent service.

Carole Wiedorfer
443-430-2770
carole@qmwcpas.com

Richard A. Weinberg, CPA
Vice President of Finance & Administration
CAPITAL Asset Management Group
4800 Montgomery Lane
Hampden Square M25
Bethesda, MD 20814
Telephone: (240) 482-4000
Direct (240) 482-4003
Fax: (240) 482-4001
[http:\\rweinbergcpa@cox.net rweinbergcpa@cox.net]

Financial PlannersEdit

Geier Asset Management, Inc.
2205 Warwick Way
Marriotttsville, MD 21204
Phone 410-997-8000
Fax 410-997-8282

John Girouard
CAPITAL Asset Management Group
(240) 482-4000
www.capitalamg.com

Bryan Kelly
Bel Air, MD
www.kellygrouponline.com

David A. Miller, CFP®
The Brown | Miller Financial Group
of Wells Fargo Advisors, LLC
5301 Wisconsin Ave, N.W., Suite 400
Washington, DC 20015
(202) 364-1616
Fax: (202) 537-4876
www.wfadvisors.com/brown-miller

Enoch Resnick
Wheaton, MD
(301) 949-6550

Ron Schwarz
Financial Strategies Group, Inc.
ron@finstratgr.com
www.finstratgr.com
(301) 502-9721

Ellen Tillman
(301) 214-6778
Rockledge Drive

Life InsuranceEdit

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LifeHappens.org