Business Details
50+ Years
experience
Trusted Tax, Audit & Advisory Services in the Mid-Atlantic
PBMares is a top 100 Certified Public Accounting and consulting firm with over 50 years of experience delivering customized tax, audit, accounting, and business advisory solutions. Our team of professionals works closely with clients to understand their unique needs, leveraging industry-specific insights and decades of experience to provide strategic direction. We prioritize responsive client service, combining the resources of a national firm with the personalized attention of a local partner.Our services span audit and assurance, tax planning, consulting, risk advisory, and wealth management, serving clients from offices on the Mid-Atlantic coast. We actively participate in leading professional organizations to shape the future of the accounting profession and ensure access to high-quality services. Our commitment to excellence is reflected in client testimonials highlighting professionalism, promptness, and tailored expertise.
Services
Tax Services
Audit & Assurance
Consulting
Risk Advisory
Wealth Management
Forensic Accounting
Cybersecurity Solutions
Business Valuation
SOC Audits
Retirement Plan Design
Details
- Year established: 1974
Highlights and features
- We offer over 50 years of experience in accounting and advisory services.
- Our team provides customized solutions tailored to your unique business needs.
- We combine national resources with personalized, local client service.
- Our professionals hold certifications like CPA, CISA, and CFE for specialized expertise.
- We maintain affiliations with networks like RSM US Alliance for expanded capabilities.
Associations and certifications
- AICPA Peer Review Program
- PCAOB Registered Firm
What people say
Prompt responses
Deep expertise
Personalized service
Industry knowledge
Trustworthy advisors
Services
Tax Services
PBMares delivers comprehensive tax solutions for businesses and high-net-worth individuals. Our experts provide federal, state, and international tax compliance, strategic planning, and representation during audits. Services include entity selection, estate planning, and tax credit optimization, ensuring clients minimize liabilities while adhering to evolving regulations. With proactive advice, we align tax strategies with long-term business and personal financial goals.
Audit & Assurance
We offer audits, reviews, and compilations to ensure financial accuracy and compliance. Our team conducts risk assessments, internal controls evaluations, and SOC audits, providing stakeholders with confidence in financial reporting. Specialized services include public company audits, regulatory compliance, and forensic accounting, tailored to industries like government contracting and nonprofits.
Risk Advisory
PBMares identifies and mitigates business risks through cybersecurity assessments, internal audits, and operational excellence strategies. Our certified professionals address threats like data breaches, regulatory noncompliance, and financial fraud. Services include SOC 2 compliance, penetration testing, and continuity planning, ensuring organizations protect assets and maintain operational resilience.
Wealth Management
Our wealth management team offers holistic planning for high-net-worth individuals, including retirement strategies, estate preservation, and investment management. We use evidence-based approaches to optimize tax efficiency, diversify portfolios, and align financial plans with personal goals. Services also include fiduciary accounting and multi-generational wealth transfer strategies.
Consulting Services
PBMares provides strategic consulting in areas like business valuation, profitability analysis, and operational efficiency. Our advisors assist with mergers and acquisitions, forensic accounting, and retirement plan design, leveraging industry insights to drive growth. We cater to owner-managed businesses and nonprofits, offering tailored solutions to enhance performance and compliance.
People
Daniel Haynes
Partner, Audit & Assurance Service Leader
Daniel Haynes is a CPA, CFE, and CFF with extensive experience in audit and assurance services. He leads PBMares' audit practice, focusing on delivering high-quality financial reporting and compliance solutions to diverse clients.
Christopher Lemley
Tax Service Line Leader
Christopher Lemley oversees PBMares' tax services, providing strategic tax planning and compliance expertise. With deep knowledge of federal and state tax laws, he helps businesses and individuals optimize their tax positions.
Antonina K. McAvoy
Partner, Cybersecurity & Risk Advisory
Antonina K. McAvoy specializes in cybersecurity and risk advisory services. As a CISA and CISM-certified professional, she leads assessments and compliance initiatives to protect clients from cyber threats and regulatory risks.
Rob Klingensmith
Partner / Consulting Services Leader
Rob Klingensmith leads PBMares' consulting practice, offering strategic advisory in areas like business valuation, risk management, and operational efficiency. His expertise supports clients in achieving long-term growth and compliance.
Harvey L. Johnson
Partner, Chief Executive Officer
Harvey L. Johnson serves as PBMares' CEO, guiding the firm's strategic direction. With a focus on client service and professional excellence, he ensures the firm maintains its reputation as a trusted advisor in accounting and consulting.
Questions
What services does PBMares offer?
PBMares provides tax planning, audit and assurance, risk advisory, consulting, wealth management, and specialized services like SOC audits and forensic accounting, tailored to client needs.
How does PBMares handle tax compliance for businesses?
We offer integrated tax planning, compliance services, and strategic advice to minimize liabilities while ensuring adherence to federal, state, and international regulations.
What industries does PBMares specialize in?
We focus on construction, government contracting, hospitality, financial institutions, nonprofits, and real estate, with industry-specific expertise.
Can PBMares assist with cybersecurity and risk management?
Yes, our risk advisory team provides cybersecurity assessments, SOC compliance, and tailored strategies to mitigate threats and protect data.
How does PBMares support wealth management clients?
We offer personalized wealth planning, including estate strategies, retirement planning, and investment management, aligned with long-term financial goals.
What sets PBMares apart from other accounting firms?
We combine decades of experience, industry certifications, and a client-first approach, offering tailored solutions with the agility of a local firm and the depth of a national network.
