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Work Experience
N/A
Sep 2021 - Present · 3 years and 4 months
N/A
Nov 2019 - Jun 2021 · 1 years and 7 months
N/A
Nov 2018 - Sep 2019 · 10 months
Company Details
* CELEBRATING MORE THAN 100 YEARS OF EXCELLENCE * Councilor, Buchanan & Mitchell, a full-service tax, accounting and advisory business, has provided professional services to clients in the Washington, DC area and throughout the Mid-Atlantic region since 1921. CBM is committed to providing exceptional financial solutions to ensure clients’ success, cultivating a diverse and collaborative team, and leaving a lasting positive impact in our communities. The firm serves not-for-profit organizations, automotive dealerships, professional services firms, construction and real estate groups, family-owned businesses and other businesses, and delivers financial planning, and litigation and divorce financial services. CBM’s subsidiary, MBI, LLC, is a fee-only wealth management advisory firm that offers comprehensive financial planning and investment management services. Awards and Recognition • Top Financial Advisors (Debbie May and Alex Seleznev), Bethesda Magazine, 2022 • Top Places to Work, Bethesda Magazine, 2022 • The Best CPA Firms for Equity Leadership, Accounting MOVE Project, 2022 • Top 300 Firms, INSIDE Public Accounting, 2019, 2020, 2021, 2022 • Top Regional Leaders, Accounting Today, 2020, 2021 • #6 Metro-Area Giving (Small Businesses) – Corporate Philanthropy, Washington Business Journal, 2021 • #5 Metro-Area Volunteer Hours (Small Businesses) – Corporate Philanthropy, Washington Business Journal, 2021 • Top Financial Advisor (Debbie May), Washingtonian Magazine, 2021 • Top 25 Accounting Firm in the Region, Washington Business Journal, 2018, 2019, 2020
Year Founded
1921
Social Media
LinkedinFacebookTwitter
Industry
Accounting
HQ Location
7910 Woodmont Avenue Suite 500 Bethesda, MD 20814, US
Keywords
Tax Return Preparation/Tax PlanningFinancial Statement AuditsReviews & CompilationsWealth ManagementFinancialEstate & Gift PlanningBusiness Valuations & Succession PlanningTrust AccountingMerger & Acquisition Support/AnalysisBenefit Plan Audits
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