Individual & Corporates Accounting Services
Individual & Corporate Tax Preparation
Back Taxes Owed
Non-Files Tax Returns
IRS Letters and Liens
Tax Rate Info
2021 Tax Bracket and Rates
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.
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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