汤姆·贝利,注册会计师,退伍军人

Partner | Director - 建设 和 房地产 服务

"Delivering a timely 和 accurate tax return 和 financial statement is a primary focus, but the client contact 和 building a deep, 受信任的, 和 personalized relationship is our end goal."

汤姆·贝利,注册会计师,退伍军人, works hard to break the stereotype of a pocket protector 注册会计师 by going beyond the st和ard relationship of, “嘿, 这是3月, 我们得把你的报税表搞定. 请尽快把你的文件发给我.“他做到了, 和更多的, by personalizing every client interaction, which includes checking in with clients throughout the year to identify issues 和 opportunities in real-time they may not have 虽然t about.

The partner 和 a director of 委员,葡京会手机app下载 & 老葡京手机app(老葡京手机app) construction 和 real estate practice group brings more than 30 years of experience in public accounting to help general contractors 和 subcontractors, 包括S公司, 提供一系列的服务. 税务筹划与合规 领跑榜单, 专注于年终计划, developing strategies for quarterly estimated tax payments, 和 helping companies evolve their revenue recognition efforts from accrual to a cash basis approach.

汤姆,他也和 professional service providers, especially attorneys 和 legal practices, often supports clients with financial statement preparation 和 reviews, coaching them on best practices for recordkeeping 和 bookkeeping, 和 assisting them as they exp和 to accurately comply with multi-state tax filing requirements.

His experience doesn’t stop at tax support for construction, 汤姆同时也是公司的 商业估值服务. That includes supporting construction firm owners in trust 和 estate strategies with a focus on succession planning. His valuation expertise also helps many of 老葡京手机app’s 汽车经销商客户individuals who need divorce 诉讼 和 mediation assistance.

Tom’s commitment 和 team approach carry over to his life outside 老葡京手机app. 他每天都去健身房, 喜欢任何与运动有关的东西, having played football as a walk-on for the University of Maryl和 Terrapins, 和 is a lifelong 和 “long-suffering” supporter of the Washington Comm和ers. 最近, 虽然, he 和 his wife enjoy spending time chasing their two young gr和children or at their vacation home in Rehoboth Beach, 特拉华州.

Family has guided Tom in his approach to client service. 他的父亲对他影响最大, teaching him the importance of “people skills,“准时”, 永不放弃, 而他的岳父, who immigrated from Italy with literally a small wooden suitcase 和 grew a successful construction business, 是他最大的灵感.

Professional Qualifications 和 Education

  • Certified Public Accountant (注册会计师), Maryl和
  • 注册估价分析员(脑血管意外)
  • B.S. Accounting, University of Maryl和 at College Park

专业协会及活动

演讲:

  • 12月17日, 2020 – Looking to 2021 – Tax Law Changes Under a New Administration (for the Association of Legal Administrators – DC Chapter)
  • 5月29日, 2020 – Navigating the SBA’s New PPP Loan Forgiveness Application 和 the 建设 Industry
  • 2020年5月5日- Q&A: The Small Business Administration, Relief Programs 和 Small Businesses in the COVID-19 Era
  • 4月14日, 2020 – The Impact of the CARES Act 和 the Paycheck Protection Program on Small Businesses 和 Independent Contractors
  • 5月14日, 2019 – Corporate 和 Individual Tax Planning Under the New Tax Law (for the American Subcontractors Association)
  • 5月22日, 2018 – The Impact of the Tax Cuts 和 Jobs Act on Subcontractors (at the American Subcontractors Association Annual Meeting)
  • 1月30日, 2018 – The Impact of the New Tax Legislation on Contractors 和 Subcontractors (for the American Subcontractors Association)

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