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Government contractorsDCAA, rates and incurred costGovernment Contractors & TechnologyIT, professional services, federal primes and subsReal Estate & ConstructionOwners, developers, contractorsMedical Practices & ClinicsPhysicians, urgent care, clinics, dentalHealthcare StaffingTravel nurse, allied and per diem agenciesRestaurants, Retail & HospitalityFranchises, multi-unit, hotels, e-commerceSoftware & SaaSRevenue recognition, sales tax, R&DRestaurantsTip credit, payroll and sales taxRealtors & AgentsCommissions, S corp and deductionsStaffing & IT CompaniesIT staffing, software, multi-state payroll
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Bethesda, MD · Local advisory
Bethesda is home to the National Institutes of Health, Walter Reed National Military Medical Center and major corporate headquarters, along with some of the region's most affluent neighborhoods. Our advisors serve Bethesda, Chevy Chase and Potomac clients from our nearby DC office.
What we handle
Maryland adds a county income tax to the state tax, and Montgomery County applies one of the highest local rates. Maryland also has both an estate tax and an inheritance tax. For executives, physicians and business owners here, timing income, using the pass-through entity election and estate planning make a real difference.
Bethesda's healthcare practices, research firms, professional services companies and federal contractors need tax planning, audits and DCAA support. Many residents also work in DC or Virginia, so we sort out where income is taxed and claim the right credits.
Speak with an advisorWhere we help
Practice and research tax planning.
Tax planning and audits.
DCAA compliance.
Income, estate and gift tax planning.
Our approach
A senior advisor reviews your situation.
Scope, fees and timeline in an engagement letter.
Secure document exchange, meetings and filings.
IRS contact, planning and support all year.
Questions
If your question isn't here, call (703) 880-8412 and you'll reach a person.
Yes. Maryland counties add a local income tax to the state tax, and Montgomery County's rate is among the highest in the state.
Yes. Maryland imposes an estate tax on larger estates and an inheritance tax on some transfers to beneficiaries other than close family.
Our Washington, DC office at 20 F St NW is close to Bethesda, and our headquarters is in Ashburn, Virginia. We meet clients in person or by video.
Yes. Our CPAs represent individuals and businesses in IRS examinations, appeals and collections nationwide under a Form 2848 power of attorney.
Latest updates
Authorized representatives can now make balance-due, amended return, extension, proposed assessment and federal tax deposit payments for business clients online. Appropriate authorization for the client and tax matter is required.
Source: IRS (IR-2026-134)
For 2027 the joint-return standard deduction rises to $33,200, the estate tax basic exclusion to $15,480,000, the annual gift exclusion to $20,000 and the Section 179 expensing limit to $2,640,000. Our advisors recommend revisiting year-end gifting and equipment purchase plans with these figures in mind.
Source: IRS (IR-2026-133)
All 6,576 nominated census tracts, including 2,594 rural tracts eligible for enhanced benefits, become Opportunity Zones on January 1, 2027 for ten years. Investors with capital gains should review the new map before committing funds.
Source: IRS (IR-2026-132)
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Header photo: G. Edward Johnson, CC BY 4.0, via Wikimedia Commons.