Business Details
28 Years
experience
Trusted Accounting and Tax Services in Rockville, MD
We are a different CPA firm committed to exceeding client expectations through personalized service and innovative financial expertise. With over 40 years of combined experience, our team delivers timely, professional, and comprehensive accounting, tax, and advisory services tailored to businesses and individuals. We specialize in tax planning, business valuation, audit services, and strategic management consulting, helping clients navigate complex financial challenges while prioritizing integrity and client-centric solutions.Our approach combines deep industry knowledge with a focus on anticipating client needs, ensuring accurate financial reporting, and fostering long-term relationships built on trust and accountability. We serve clients across Maryland, Virginia, and Washington DC, offering customized solutions to support business growth and personal financial success.
Services
Tax Services
Audit Services
Business Valuation
Management Advisory
Accounting Services
Details
- Year established: 1998
Highlights and features
- We offer over 40 years of combined experience in accounting and tax advisory.
- Our team provides personalized service tailored to individual client needs.
- We prioritize innovative approaches to complex financial challenges.
- Our commitment to ethical standards ensures transparent and reliable service.
- We deliver comprehensive solutions spanning tax, audit, and business management.
What people say
Personal service and excellent tax advice
Timely and professional comprehensive services
Helped maximize tax benefits
Deep understanding of business needs
Dedicated to exceeding expectations
Services
Tax Services
We provide comprehensive tax planning and preparation for businesses and individuals, focusing on maximizing deductions and minimizing liabilities. Our expertise includes corporate, partnership, trust, and individual tax strategies, estate planning, and IRS representation. Clients benefit from tailored advice to navigate complex tax regulations and achieve long-term financial goals.
Audit Services
Our audit services ensure accurate financial reporting and compliance with regulatory standards. We conduct thorough examinations of financial statements, internal controls, and accounting systems for businesses of all sizes. This service helps clients maintain transparency, build stakeholder trust, and identify opportunities for operational improvements through detailed financial analysis.
Business Valuation
We offer precise business valuation services for mergers, acquisitions, estate planning, and legal proceedings. Our approach considers market conditions, financial performance, and industry-specific factors to deliver defensible valuations. Clients use these insights for strategic decision-making, financing, and succession planning in both personal and corporate contexts.
Management Advisory
Our advisory services focus on strategic financial planning, budgeting, and operational efficiency for growing businesses. We assist with feasibility studies, accounting system design, and risk management to support sustainable growth. Clients receive actionable recommendations to optimize resources, improve profitability, and navigate complex business challenges.
Accounting Services
We deliver end-to-end accounting solutions, including bookkeeping, financial statement preparation, and internal control evaluation. Our services cater to startups and established businesses needing reliable financial infrastructure. Clients gain clarity on their financial health through accurate record-keeping and customized reporting tailored to their industry requirements.
People
David H. Butler, CPA
Principal
David H. Butler, CPA, is the principal stockholder at Rosenbloom & Butler, specializing in business consulting and tax planning. With over 25 years in public accounting, he focuses on estate planning, business structuring, and maximizing client profits while maintaining high ethical standards.
Jeffrey B. Rosenbloom, CPA, CVA
Partner
Jeffrey B. Rosenbloom, CPA, CVA, brings expertise in forensic accounting and business valuations. He has extensive experience in audit services and tax advisory, serving high-net-worth clients and businesses across Maryland and Virginia with strategic financial solutions.
Elizabeth H. Mahood, CPA
Senior Accountant
Elizabeth H. Mahood, CPA, specializes in corporate tax compliance and financial reporting. She supports clients with IRS representation and tax-efficient strategies, leveraging her deep knowledge of federal and state tax regulations to ensure compliance and optimize outcomes.
Joyce Thompson, CPA
Accounting Manager
Joyce Thompson, CPA, oversees accounting operations and client financial reporting. Her focus areas include small business accounting, payroll processing, and internal control assessments, providing clients with accurate and timely financial information.
Wendy Butler, CPA
Tax Specialist
Wendy Butler, CPA, specializes in individual and business tax planning. She assists clients with retirement planning, education savings strategies, and tax-exempt investments, ensuring personalized solutions aligned with their financial goals.
Questions
What documents should I bring for our first meeting?
Bring prior years tax returns and complete our new client questionnaire to ensure a productive initial consultation.
Can you help if I haven't filed taxes for several years?
Yes, bring your last filed returns and contact us to schedule an appointment for resolution.
Why choose Rosenbloom & Butler over other CPA firms?
We combine over 40 years of experience with personalized service, innovative strategies, and a commitment to exceed client expectations.
Do you offer services beyond tax preparation?
Yes, we provide audit services, business valuation, management advisory, and accounting solutions tailored to your needs.
What areas do you serve?
We serve clients in Maryland, Virginia, and Washington DC, including Rockville, Bethesda, and Fairfax.
