Tax Services


Individual & Corporates Accounting Services

  • Individual & Corporate Tax Preparation

  • Tax Planning

  • Back Taxes Owed

  • Non-Files Tax Returns

  • IRS Letters and Liens


Tax Rate Info

2021 Tax Bracket and Rates

Single Taxpayers – Standard Deduction $12,550


0 to $9,950


$9,950 to $40,525


$40,525 to $86,375


$86,375 to $164,925


$164,925 to $209,425


$209,425 to $523,600


Over $518,400

Married Jointly & Surviving Spouses – Standard Deduction $25,100


0 to $19,900


$19,900 to $81,050


$81,050 to $172,750


$172,750 to $329,850

Robert T. Michaels, CPA

A native of Buffalo, NY, Bob and his wife, Leah, and their daughter, Lindsay, have lived in North Potomac, MD since 1998, where they enjoy hiking, music venues, educational and cultural activities of the Washington, DC metro area.

Bob is a Certified Public Accountant and has held positions as Partner, Chief Financial Officer, Vice President of Finance and Senior Controller for organizations including Rose Financial Services, the Optical Society of America and the American Association for Justice (formerly the Association of Trial Lawyers of America (ATLA). Bob has over 30 years of preparing and reviewing corporate and individual tax returns.

As Partner, Chief Financial Officer, Vice President of Finance and Senior Controller, Bob directed all aspects of financial management for organizations with $30+ million budgets and their related subsidiaries. He has served as the liaison to Budget Committees, Audit and Investment Committees and Boards.

Bob graduated from St. Bonaventure University with a BS in accounting in 1987 and became a Certified Public Accountant in 1996. He is a member of the American Institute of Certified Public Accountants.

Bob is not affiliated with Cambridge Investment Research.

Contact Us

If you feel you need guidance or advice in helping you secure your financial future, then we would love to speak with you.


14927 Carry Back Drive, North Potomac, MD 20878

M-F: 8am-5pm, S-S: Closed

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc. a Registered Investment Advisor. Cambridge and Montgomery Financial Partners are not affiliated.

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