Business Details
28 Years
experience
Trusted Accounting & Tax Services in Rockville, MD
We are a distinct CPA firm dedicated to delivering personalized, high-impact financial expertise and management advice tailored to your business needs. With over four decades of experience, our team serves Washingtons leading individuals and businesses, combining broad-based industry knowledge with a commitment to exceeding client expectations. Our approach emphasizes innovative business management, proactive planning, and anticipating client needs to provide a competitive edge.We prioritize integrity, excellence, and collaboration, ensuring timely, professional services that address both traditional and evolving challenges. Our mission is to build trust through superior accounting, tax, and advisory solutions, fostering long-term client success.
Services
Tax Services
Audit Services
Business Valuation
Accounting
Business Advisory
Details
- Year established: 1998
Highlights and features
- We offer 40+ years of experience in accounting and business advisory services.
- Our team provides personalized, caring service tailored to individual client needs.
- We deliver innovative approaches to complex financial and management challenges.
- Our firm responds to client needs beyond traditional accounting services.
- We maintain a commitment to integrity, accountability, and collaborative problem-solving.
What people say
Personal service
Excellent tax advice
Innovative approaches
Timely professional services
Proactive planning
Services
Tax Services
We provide comprehensive tax preparation and planning for businesses and individuals, including corporate, partnership, trust, and individual tax strategies. Our services cover estate planning, Roth IRA accounts, education tax planning, and tax-advantaged retirement plans. We help clients maximize tax benefits, ensure compliance, and navigate complex tax implications for mergers, acquisitions, and life-changing events.
Audit Services
Our audit services include financial statement audits, compilations, and reviews to ensure accurate record-keeping and regulatory compliance. We assist with internal control evaluations, forensic accounting, and Sarbanes-Oxley compliance reviews. These services help businesses maintain transparency, meet reporting requirements, and build stakeholder confidence through reliable financial data.
Business Valuation
We offer business valuation services for estate planning, mergers, acquisitions, and divorce proceedings. Our expertise includes analyzing tax implications, preparing buy/sell agreements, and providing valuations for insurance or financing purposes. This service helps clients make informed decisions about business transitions, strategic planning, and financial structuring.
Accounting
Our accounting services cover monthly, quarterly, and annual bookkeeping, financial statement preparation, and internal control assessments. We assist with compliance requirements, fraud auditing, and system documentation to ensure efficient financial operations. These services support businesses in maintaining accurate records and optimizing financial management processes.
Business Advisory
We provide strategic advisory services for business financing, financial projections, feasibility studies, and accounting system development. Our team helps clients with personnel evaluation, inventory control, insurance analysis, and strategic financial planning to enhance operational efficiency and long-term growth.
People
David H. Butler
Principal
David Butler has over 20 years of experience as a CPA, providing personalized tax and accounting services. He specializes in business advisory and client-focused financial solutions.
Jeffrey B. Rosenbloom
CPA, CVA
Jeffrey Rosenbloom is a Certified Valuation Analyst with expertise in business valuations and tax planning. He has served clients in Maryland and Virginia for over 25 years.
Elizabeth H. Mahood
CPA
Elizabeth Mahood specializes in audit services and financial reporting. She brings 18 years of experience in accounting and compliance for businesses of all sizes.
Joyce Thompson
CPA
Joyce Thompson focuses on tax preparation and planning for individuals and small businesses. She has 15 years of experience in client advisory services.
Wendy Butler
CPA
Wendy Butler provides accounting and business advisory services, with a focus on financial planning and internal controls for growing businesses.
Questions
What should I bring for our first meeting?
Bring your prior year's tax returns and complete our new client questionnaire.
I haven't filed taxes for several years. Can you help?
Yes, bring your last filed returns and contact us to schedule an appointment.
Why choose Rosenbloom & Butler?
We combine 40+ years of experience with personalized service and innovative financial solutions.
Do you serve businesses outside Maryland and Virginia?
Yes, we work with clients nationwide through our network of professional contacts.
What accounting software do you support?
We provide training, installation, and support for major accounting software platforms.
Can you assist with IRS disputes?
Yes, we offer representation before the IRS and state tax authorities.
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.
