Who We Are

We are CPAs and Accountants serving Rockville, MD, Virginia and the Washington, D.C. metropolitan area.

LOCATION

Washington/ Baltimore
111 Rockville Pike Suite 475
Rockville, MD 20850
301-424-6800

FIRM SERVICES

Audit
Tax
Financial Planning
Business Consulting
Management Advisory

7 PARTNERS & 3 DIRECTORS

7 PARTNERS

John T. Squire, MBA (Retired)
Susan A. Lemkin (Retired)
Bart J. Lanman, CPA, CFP®, Managing Partner
Robert Kopera, CPA
Lisa M. Blackmore, CPA, MBA
Tracy Morey, CPA
Alison Olsen, CPA

3 DIRECTORS

Audrey Impara, CPA
Kathy Nelson, CPA
Kim Fitzgerald, PAFM

Firm Concentration

Not-for-profit Organizations, Entrepreneurial Businesses, Professional Service Firms, High Net Worth Individuals, Estates and Trusts, Employee Benefit Plans and Individual Tax Returns.

MEMBERSHIP

  • American Institute of Certified Public Accountants
  • Private Companies Practice Section of the AICPA
  • Maryland Association of CPAs
  • Association of Practicing CPAs
  • DC Estate Planning Council

CORE VALUES