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Rockville, MD · Local advisory
Rockville is Montgomery County's seat and the center of the I-270 corridor's biotech, health IT and federal contracting businesses. Our advisors serve Rockville and Gaithersburg companies and the families who work there.
What we handle
Biotech and life sciences companies along I-270 invest heavily in research, so the federal research credit, section 174A expensing and the payroll tax offset for startups matter. Many also hold federal grants or contracts, which affects both credits and accounting. We plan and document all of it.
Federal contractors supporting agencies in Rockville and the region need DCAA-compliant systems, and owners face Maryland state and county income tax and the pass-through entity election. We advise on compliance, planning and IRS matters.
Speak with an advisorWhere we help
R&D credits and investor audits.
DCAA systems and rates.
Entity, payroll and sales tax.
Maryland and multi-state returns.
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.
Research funded by a grant or contract is generally not eligible. Internally funded research usually is, so tracking funding sources by project matters.
Often yes. A qualified small business can apply up to $500,000 a year against payroll taxes.
Our Washington, DC office at 20 F St NW is close to Rockville, 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: Andrew Bossi, CC BY-SA 2.0, via Wikimedia Commons.