Top 10 Rockville Real Estate CPA & Accounting Firms
Our firm's Real Estate Services Group specializes in providing financial, tax and accounting solutions to real estate owners, developers, managers, and others real estate entities. Many of our individual and business clients requested we create an investment vehicle that would allow them to invest into NNN commercial real estate.
What we developed so far has given our clients an opportunity to come into a pool of ventures that are more stable than investing in stock or bonds, yet pays a higher rate of return than your banking institutions.
Historically investing into NNN real estate required large capital, many clients are willing to attempt this ventures but are not able to on their own. We put together a program that allows them to do just that.
Putting together smaller capitals from a number of people, who have no experience, time or desire to manage, run and supervise properties, we are giving them an opportunity to have a piece of American dream, all while earning competitive rates of return on their investment.
Each investor has an opportunity to view the activity of the property and inspect the books and records when they choose to. Everything is available to them on line, with secured log in through our Real Estate Management Software.
Recommendations are a significant part of our proprietary ranking algorithm that's responsible for determining positioning of every business in each respective list of companies on our platform. In other words, the higher the total amount of (unique & verified) recommendations a certain company has, the higher position in the list it most likely will hold
I am a CPA- Tax Consultant & Strategist- Specializing in real estate. Our boutique firm has over 6 CPA's on staff as well as many qualified accountants and bookkeepers. We work with clients owning one property/unit to clients with over 10,000 units.
Besides saving thousands on taxes your will work with a qualified team of CPAs that will answer your questions and be there when you call. I have over 15 years public accounting experience serving clients in accounting, tax & auditing at various Fortune 500 companies as well as local businesses and organizations.
I am a licensed CPA in the State of New York and New Jersey. Within SRG Advisors, LLC, a local tri-state area CPA firm, we offer a full array of accounting services. These services include personal tax returns, reviews & audits, and outsourced controller/CFO work, among many others.
Recommendations are a significant part of our proprietary ranking algorithm that's responsible for determining positioning of every business in each respective list of companies on our platform. In other words, the higher the total amount of (unique & verified) recommendations a certain company has, the higher position in the list it most likely will hold
Patrick brings three decades of deep analytic and professional services to clients, successfully conceiving and growing large analytic advisory practices. His clients have ranged from divorcing individuals to senior-most executives in government and industry. He regularly led analysis driving $billion+ decisions for these clients.
As a senior leader, he helped his former firm negotiate many dozens of business contracts worth $millions, with an eye for financial risks and a proven knack for conceiving win/win terms to facilitate quick and amicable agreements.
After spending years building a financial analytics team at a leading consulting firm from just himself to nearly 100 analysts, Patrick experienced a protracted divorce himself and witnessed the lack of analytic rigor and consequences common in family law.
His lawyer suggested that he should master his raw but insightful analytic skills that helped him prevail in his trial and then transform family law. He subsequently consulted with leading attorneys in northern Virginia, became active in the most prominent divorce financial analysis trade association, and started Baron Analytics.
In nearly a decade since forming Baron Analytics, he has empowered attorneys to present and prevail with financial arguments otherwise impractical. With elite mathematical and modeling skills to bolster his extensive business and finance experience, Patrick has been able to quantify and justify positions for which opposing counsel has to rely more on innuendo and anecdote. For example, this is why his clients and attorneys have been so successful arguing alimony cases.
Patrick is an accomplishes public speaker and represents clients well as an expert witness. In his career, he has testified under oath many times, presented his analysis to C-suite executives at Fortune 500 companies, and consulted to presidential appointees in the federal government.
He has presented at and co-chaired international conferences. Earlier in his career, he even won a public speaking trophy for a regional competition with Toastmasters International. As a trained mathematician and electrical engineer, Patrick has always enjoyed developing insightful and precise analytic models.
He spent much the first year of Baron Analytics building complex models focused on the most common issues in family law. This is an investment he wanted to be available to every one of his clients at no cost so they could enjoy maximum value from his services.
Through his years of experience, he understands what issues can be justified, how to justify them with analysis, and why the analysis is credible. He excels as a witness and draws from extensive negotiations training and case experience to help legal teams translate complex financial concepts into prevailing settlements.
As a strategist and analyst, he designs advanced financial tools and can value businesses. As a convincing communicator, his track record includes defending contentious issues before senior executives and and judges.
He is a Certified Divorce Financial Analyst® professional with the Institute for Divorce Financial Analysts, a Certified Cost Estimator / Analyst® with the International Cost Estimating and Analysis Association, a Certified Data Wrangler with Trifacta, and a qualified Data Scientist with Data Science Central.
He also holds extensive training certifications and classes in fields of business, divorce, leadership, negotiations, and data analytics. In his free time, he relishes being a father to three amazing young women and a devoted partner to a lovely woman. Divorce is difficult, but he knows first hand how to recover and thrive.
He likes to plan family activities, cook, exercise, play sports (golf, hockey, surfing, skiing), and hike. He is an active member of his community, including a committee member of his HOA and a pro bono contributor to the Virginia Women’s Center, helping women in financial distress.
Recommendations are a significant part of our proprietary ranking algorithm that's responsible for determining positioning of every business in each respective list of companies on our platform. In other words, the higher the total amount of (unique & verified) recommendations a certain company has, the higher position in the list it most likely will hold
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