Osterman, Pollack & Moses, LLC

Osterman, Pollack & Moses, LLC has the accounting expertise, tax and business knowledge, and experience to produce clear- cut answers and solutions for each client.

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Osterman, Pollack & Moses, LLC
Osterman, Pollack & Moses, LLC

In 1999, three CPA firms merged into Osterman, Pollack & Moses, LLC. Since our beginning, we knew that the key to providing quality service is the quality of our staff. Our clients know that they can call our office and immediately talk to their accountant who knows them and their business intimately. Due to our low staff turnover, you will have the same staff accountant assigned to you throughout our entire business relationship. Knowledge Driven Osterman, Pollack & Moses, LLC specializes in audits, reviews, and compilations of small and medium sized businesses as well as non-profit organizations. We also offer tax services for individuals and business clients that have a variety of needs. This includes tax preparation and representation in the audit and collection areas of taxation. We have experience in the areas of litigation support, financial, estate and tax planning, debt negotiations, and all phases of small business tax and financial matters. Quality Standards Osterman, Pollack & Moses, LLC is a member of the American Institute of Certified Public Accountants Peer Review Program, which requires an independent quality control peer review every three years. Our firm has always received a clean opinion that meets the objectives of quality control standards established by the AICPA. We are very proud of this accomplishment. We are aware there are many CPA firms to choose from. We would appreciate the opportunity to discuss with you why we feel Osterman, Pollack & Moses, LLC is the "Right Choice" for your personal and/or business needs. Services Always Striving To Meet Each Client's Specific Needs OPM offers a wide variety of services to our individual and business clients. Income Tax Planning and Preparation Corporation, Partnership, Trust & Individual Tax Planning and Return Preparation Estate Planning & Return Preparation Non-Profit Setup and Return Preparation Representation before the IRS and State & Local Governments Family Tax Planning Tax Projections Education Tax Planning Personal Financial Planning Marital-Divorce Tax Advice Review of Tax Implications of Business Mergers, Acquisitions & Liquidations Tax Examinations, Rulings & Appeals Audit, Review and Compilation - Financial Statements Audit - Highest Level of "Positive Assurance," which Includes Detailed Knowledge and Understanding of the Entity's Internal Control Review - Perform Inquiry and Analytical Procedures with "Limited Assurance" Compilation - Basic Level of Service with "No Assurance" Accounting Accounting Systems and Software Setup and Training (Quickbooks/Peachtree) Bookkeeping Services (Monthly/Quarterly/Annual) Payroll Services Small Business Compliance Issues Outsourced Accounting Functions (On Site CFO) Audit Preparation - External Audit Internal Control Review and Evaluation


Address: 7315 Wisconsin Avenue, Suite 850-W, Bethesda, MD 20814-3276, USA

Phone: +1 301 652 8590
FAX: +1 301 652 8590