Councilor, Buchanan & Mitchell

Tax, Accounting & Consulting Expertise: More Than 100 Years

Daniel Weaver · CPA, President and Managing Partner · Washington DC, District of Columbia, United States

CPACPACVACITPMSTCFECDFACFPPFS

1921

Founded

3

Services

Washington DC; Bethesda Maryland; Mid-Atlantic region; National

Service area

About Councilor, Buchanan & Mitchell

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.

Services

Industries Served

Team & Leadership

DW

Daniel Weaver

CPA, President and Managing Partner · CPA

DB

Dominick Bellia

CPA, CITP, Executive Vice President, Director Client Accounting and Advisory Services · CPA; CITP

RM

Richard Morris

CPA, MST, Executive Vice President, Director Tax Services · CPA; MST

KL

Keith Laudenberger

CPA, Executive Vice President, Director Automotive Dealership Services · CPA

TB

Tom Bailey

CPA, CVA, Partner, Director Construction and Real Estate Services · CPA; CVA

JE

Jordan Egert

CPA, CFE, CDFA, Partner, Director Divorce and Litigation Services · CPA; CFE; CDFA

DK

Daniel Keefer

CPA, CVA, Partner, Director Automotive Dealership Services · CPA; CVA

JL

Julia Lafferty

CPA, Partner, Director Not-for-Profit and Employee Benefit Plan Services · CPA

RP

Reema Patel

CPA, CFP, Partner, Director & CCO of MBI · CPA; CFP

AP

Angela Prochaska

CPA, Partner, Director Tax Services · CPA

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Mihaela Obreja

CPA, CVA, MBA, Partner, Director Professional Services · CPA; CVA; MBA

SS

Steve Snee

CPA, Partner · CPA

MT

Mark Thomas

CPA, Partner, Director Not-for-Profit Services · CPA

WY

Winnie Yang

CPA, Partner · CPA

Get in Touch

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Contact Councilor, Buchanan & Mitchell

At a Glance

Credentials: CPA, CPA, CVA, CITP, MST, CFE, CDFA, CFP, PFS

Languages: English

Serves: Washington DC; Bethesda Maryland; Mid-Atlantic region; National

Location

Washington DC, District of Columbia

United States

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