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They Know Money: Tax Accountants
Here are the area’s best financial planners, wealth advisers, tax accountants, insurance experts, and estate attorneys who can provide financial help and advice By Sherri Dalphonse
Comments () | Published November 15, 2010

How did The Washingtonian put together this list of the area’s top financial experts?

We first surveyed hundreds of area financial professionals, asking them: Whom would you trust with your own money? We also did our own research. The experts listed here received the most recommendations.

No list can be totally comprehensive, and omission from this list doesn’t mean an adviser isn’t good. Likewise, inclusion here doesn’t necessarily mean the person is right for your needs.

These CPAs can handle tax returns and suggest ways to reduce your tax burden. Most do a range of accounting , but we’ve noted specialties given to us by the CPA or someone who recommended him or her.

Key Credentials:

CFA: chartered financial analyst
CFM: certified financial manager
CFP: certified financial planner
CFS: certified fund specialist
ChFC: chartered financial consultant
CIC: chartered investment counselor
CIMA: certified investment-management analyst
CLU: chartered life underwriter
CPA: certified public accountant
JD: juris doctor (attorney)
PFS: personal financial specialist


THE LIST:

James L. Alkire; Herndon

Philip Baker; Bethesda

Robert  G. Baldassari; Fairfax

Sharon Berman; McLean

Colette D. Cahill; McLean

Jude J. Covas; Fairfax

Thomas E. Cox; Fairfax

Arthur J. Dykes; Gaithersburg

Dalbert B. Ginsberg; Washington DC

Paul Gnatt, CPA; Bethesda

Steven Halt; Alexandria

Harry A. Harrison; Rockville

Roger L. Heymann; Rockville

Amelia Hillman; Vienna

Oksana Hoey; Falls Church

Dwayne Holt; Vienna

Lee Isaacson; Bethesda

Gabrielle Kaufman; Gaithersburg

Leigh Klein; Rockville

Brad L. Mendelson; Potomac

Roger W. Overton; Fairfax

Michael J. Pearlstein; Potomac

Walter C. Pennington, CFP; Rockville

John M. Persil, CPA; Reston

Richard Philipson; Silver Spring

Christopher P. Sintetos, CFP; Bethesda

Paul F. Sullivan; Bethesda

W. Craig Thompson; Herndon

John Wannen; Washington DC

Jeffery E. Weintraub; Rockville

This article first appeared in the November 2010 issue of The Washingtonian.

 

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  • Thanks so much for this list. Congratulations to all the people who made it. It means people trust you with their most important assets.

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Posted at 12:00 AM/ET, 11/15/2010 RSS | Print | Permalink | Comments () | Washingtonian.com Articles