Who We Serve

SL+CO works with many closely held businesses, Not-For-Profits / Nonprofits in Rockville, MD, Virginia and Washington D.C. metropolitan area.

Closely Held Businesses

Preparation of Corporate, Partnership and Individual tax returns; Highest level of research and compliance with Internal Revenue regulations; Consultation on sales tax and other business taxes; Financial reporting – Audits, Reviews and Compilations; Employee Benefit Plan reporting and design; Management Advisory Services

Estates and Trusts

Tax advantaged estate planning; IRA planning for tax minimization; Life insurance planning; Preparation of all tax returns: individual, gift, estate and trust; Ongoing tax planning for estate, trust and beneficiaries; Analysis of current and future tax situation

Families and Individuals

Tax Compliance; Tax Planning (Local, State and Federal Tax Planning); Estate & Trust (Generational Planning, Retirement Planning, Charitable Planning)

High Net Worth Individuals

Tax Compliance; Tax Consulting; Year-End Planning; Family Tax Planning; Estate & Trust Planning; Generational Planning; Retirement Planning; Charitable Planning; Charitable Foundation Compliance

Not-For-Profit / Nonprofit

Financial Statement Audits; Reviews; Compilations; Agreed-upon; Procedures; Single Audits; Regulatory & Reporting Compliance; Employee Benefit Plan Auditing, Form 990 and 990T Preparation

Professional Practices

Audit, Employee Benefit Plans, Financial Reporting, Succession Planning & Buy-Sell Agreements, Compensation Planning, Ownership Consulting & Entity Structuring

Real Estate

Audits; Financial Reporting; Internal Controls Audits; Acquisitions & Dispositions; Preparation of Projections & Forecasts