Partner

Chuck McBee

Chuck is a Certified Public Accountant, MBA, and Certified Valuation Analyst with over 20 year of experience. Chuck prides himself on excellent customer service and providing clear communication when addressing the accounting and tax needs of small closely held businesses.

Chuck assists the firms litigation support practice and business valuation practice supporting clients and attorneys with divorces, estate planning, and sales of closely held business interests with regard to business valuation. Chuck has also been using QuickBooks since 1999 and is a QuickBooks Certified Pro-Advisor.

Industry Focuses

  • Insurance Agents
  • Architects
  • Fitness Studios
  • Event Coordination
  • Wedding Planners
  • Retailers & Wholesalers
  • Consultants
  • Sports Professionals
  • Government Contractors

Special Tax Skills

  • Individual Tax Preparation
  • Small Business Tax Preparation
  • Sales & Use Tax Assistance
  • Assistance with Internal Revenue Service Audits

Consulting Skills

  • Business Valuation of Small Closely Held Private Companies
  • Expert Witness Testimony
  • Divorce Assistance
  • Litigation Support

Accounting Skills

  • QuickBooks
  • Peachtree

Professional Organizations

  • Maryland Association of Certified Public Accountants (MACPA)
  • National Association of Certified Valuation Analysts
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