CPA & Tax Accountant Serving Gaithersburg MD | Mercer Flanagan

From NIST to the I-270 Corridor — Real CPA Expertise

Whether you're a tech professional managing RSUs and stock options, an international business owner navigating foreign income reporting or a Gaithersburg small business serving one of Maryland's most diverse communities, we handle the returns that actually require a CPA.

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Full-Service Tax & Accounting Solutions for Gaithersburg

Gaithersburg's mix of tech professionals, international residents, and small business owners creates tax situations that go well beyond a simple return. We handle the complexity so you keep more of what you earn in one of Montgomery County's most dynamic cities.

Individual Tax Prep

We handle your entire tax return from start to finish, finding every deduction while you relax knowing it's done right.

  • Personal CPA interview every year
  • CPA review for maximum accuracy
  • Year-round question support
  • Specialize in complex investment returns

Small Business Tax Returns

Take business taxes completely off your plate — we handle everything so you can focus on running your business.

  • Complete business tax management
  • Quarterly planning and estimates
  • Multi-entity expertise
  • Responsive year-round support

Estate & Trust Tax Services

Navigate complex estate and trust taxes with specialists who handle what other firms won't touch.

  • Estate and trust specialization
  • Complex situation expertise
  • Probate and inheritance guidance
  • What other firms avoid, we handle

QuickBooks Support & Training

Get your books organized and learn to use QuickBooks effectively with hands-on training from experienced CPAs.

  • QuickBooks setup and training
  • Troubleshooting support
  • Business owner focus
  • Ongoing consultation available

Financial Statement Compilations

Professional financial statements and bookkeeping services for businesses that need compliance documentation.

  • Compiled financial statements
  • Monthly bookkeeping available
  • Bank-ready documentation
  • Professional CPA preparation

Non-Profit Tax Returns

We prepare Form 990 filings and handle tax compliance for non-profits of all sizes — keeping your organization in good standing without the headache.

  • Form 990 preparation, all tiers
  • Maryland charitable solicitation filing
  • Grant & restricted fund accounting
  • Year-round nonprofit support

Individual or Business Tax Planning

We work with individuals and businesses throughout the year to create proactive tax strategies that reduce your tax liability and maximize deductions.

  • Tax projections for businesses and individuals
  • Multi-state tax planning
  • Change of entity or year-end planning
  • Year-end tax planning

Fractional CFO Services

Get strategic CFO-level guidance without the full-time salary — monthly financial oversight and planning from an experienced CPA.

  • Monthly financial reporting
  • Cash flow forecasting
  • Budget preparation and analysis
  • KPI tracking and board reporting

Questions Gaithersburg Clients Ask Us

A few things we hear most often from clients in the Gaithersburg area

Do you work with Gaithersburg clients remotely, or do we need to meet in person?

Most of our Gaithersburg clients work with us entirely remotely — secure document upload, video calls, and e-signatures cover nearly everything. We're glad to meet in person at our Frederick office if you'd prefer, but distance from Gaithersburg has never been a barrier for our existing clients there.

I have RSUs and stock options from my employer. Can you handle that?

Yes. RSU vesting, ISO and NSO exercises, and the cost-basis tracking that comes with them are areas we handle regularly for tech professionals in the Gaithersburg and I-270 corridor area. Getting the basis right matters — many brokerage 1099s report it incorrectly, which can mean overpaying tax if it's not caught.

I have foreign income or accounts. Do you handle that kind of return?

Yes. Gaithersburg's international community means we regularly handle foreign income reporting, FBAR filings, and the added complexity that comes with accounts or income outside the U.S. This is exactly the kind of return that needs a CPA rather than off-the-shelf software.

Can you help my Gaithersburg small business with bookkeeping, not just taxes?

Yes. We offer monthly bookkeeping, QuickBooks setup and training, and ongoing financial statement preparation alongside tax work, so your books stay current year-round rather than becoming a once-a-year scramble.

Ready to Talk to a Gaithersburg-Area CPA?

Book a free consultation and we'll tell you honestly whether we can help — and what it would cost. No pressure, no obligation.

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