Accountant, Accounting firm, Bookkeeping service in Frederick, MD
A CPA firm offering individual and small business tax preparation, bookkeeping, tax planning, nonprofit Form 990 filings and compliance, estate and trust tax returns, fractional CFO services, QuickBooks setup and training, and compiled financial statements for lenders and boards. Every return is reviewed and signed by a licensed CPA rather than offshored or handled by seasonal staff, and clients get an annual personal CPA interview plus year-round access. The firm works with more than 35 industries, from contractors, restaurants and landlords to physicians, attorneys, farms, HOAs and fire companies, and takes on complex estate, trust and back-tax situations other firms decline. Clients can meet in person, over Zoom, or work entirely through a secure digital portal, and the firm publishes its pricing.
The practice traces back to 1971 and has served Frederick and Montgomery counties under several names, including Mercer, Eubank and Company. Staff tenure is long: CPA Jo Ann Cashman joined in 1985 and has worked 40 tax seasons, Steve Biggs has been a tax professional for over 50 years, and office manager Susan Chute joined in 2004. Roy Cogliandolo, CPA, previously an auditor at CliftonLarsonAllen and a controller and CFO across several industries, leads the firm, and Zhen Huang became a managing partner in November 2024.





