Tax, Accounting & Consulting Expertise: More Than 100 Years
Daniel Weaver · CPA, President and Managing Partner · Washington DC, District of Columbia, United States
1921
Founded
3
Services
Washington DC; Bethesda Maryland; Mid-Atlantic region; National
Service area
Councilor, Buchanan & Mitchell (CBM), founded in 1921, is celebrating more than 100 years of providing professional services to clients throughout the Washington DC area, the Mid-Atlantic region, and nationally. The firm operates offices in Bethesda, Maryland and Washington, DC, with particular expertise serving not-for-profit organizations, automotive dealerships, professional services firms, construction and real estate groups, and family-owned businesses. Investment management and wealth advisory expertise are provided through May Barnhard Investments, CBM's fee-only wealth management subsidiary. Core service offerings include audit and assurance, tax planning and preparation, accounting advisory services, business valuations, SOC1 and SOC2 audits, wealth management, litigation and forensic strategy, and divorce financial services. Now in its sixth generation of leadership, CBM is known for technical expertise, experience with closely held businesses, and specialized industry knowledge. The firm emphasizes client-centric, collaborative, contemporary, creative, connected, and community-minded values. CBM has earned recognition for fifth consecutive year by the Accounting MOVE Project for women equity leadership and stands as one of the best accounting firms for women. The firm maintains above-average representation of women and minorities with 44% female leadership and 65% female staff.
Daniel Weaver
CPA, President and Managing Partner · CPA
Dominick Bellia
CPA, CITP, Executive Vice President, Director Client Accounting and Advisory Services · CPA; CITP
Richard Morris
CPA, MST, Executive Vice President, Director Tax Services · CPA; MST
Keith Laudenberger
CPA, Executive Vice President, Director Automotive Dealership Services · CPA
Tom Bailey
CPA, CVA, Partner, Director Construction and Real Estate Services · CPA; CVA
Jordan Egert
CPA, CFE, CDFA, Partner, Director Divorce and Litigation Services · CPA; CFE; CDFA
Daniel Keefer
CPA, CVA, Partner, Director Automotive Dealership Services · CPA; CVA
Julia Lafferty
CPA, Partner, Director Not-for-Profit and Employee Benefit Plan Services · CPA
Reema Patel
CPA, CFP, Partner, Director & CCO of MBI · CPA; CFP
Angela Prochaska
CPA, Partner, Director Tax Services · CPA
Mihaela Obreja
CPA, CVA, MBA, Partner, Director Professional Services · CPA; CVA; MBA
Steve Snee
CPA, Partner · CPA
Mark Thomas
CPA, Partner, Director Not-for-Profit Services · CPA
Winnie Yang
CPA, Partner · CPA
Credentials: CPA, CPA, CVA, CITP, MST, CFE, CDFA, CFP, PFS
Languages: English
Serves: Washington DC; Bethesda Maryland; Mid-Atlantic region; National
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