Jonathan Robbins

Master of Laws in Taxation,
Certified Public Accountant (CPA),
Personal Financial Specialist,
Certified Financial Planner™ Practitioner

You can contact Mr. Robbins,
Phone: 301-299-8700

Licenses & Designations:

Certified Public Accountant, Licensed in Maryland, April, 1990
Certified Financial Planner™, Licensed May, 1995
Personal Financial Specialist, Designated by AICPA, February, 1997


Master of Laws in Taxation, New York University School of Law, New York, NY, May, 1991
Juris Doctor, Emory University School of Law, Atlanta, GA, May, 1988
Bachelor of Science in Business Administration in Accounting, Bucknell University, Lewisburg, PA, May, 1985
Certified Financial Planner™, College for Financial Planning, Denver, CO, May, 1995

Our Services

Most companies need more than just an accoutant. They need a business advisor that understands the ins and outs of most complex financial aspects of business with an understanding of tax law, and how it applies; someone to provide strategic guidance.

financial planning services MD

Financial Planning

Financial planning is essentials to maintaining your business for growth and improvements in services.

Tax planning Service

Tax Planning

Any business wanting cost savings and growth needs end of year to plan for reducing your income tax.


Tax Return Preparation

We can prepare your taxes for indiviuals and businesses. Over 25 years in tax law.

business mergers

Mergers & Acquisitions

Our mergers and acquisition consulting helpa clients navigate the process of mergers and acquisitions to help clarify the business goals.

planning for retirement

Exit Planning Corporations

Exit Planning is the creation and execution of a strategy allowing owners to exit their businesses on their terms and conditions.


Estate Planning & Wealth Managment

Proper estate planning can save families large amounts of money and stress when they are at their most vulnerable.