David L. Mortimer, CPA

Based in Alexandria, Virginia, David L. Mortimer, CPA is an accounting practice that looks after tax returns, bookkeeping and back-office finance for local businesses and individuals. Alongside the numbers work it helps owners plan major business moves and deals with tax disputes.

Services

• Tax preparation and planning: preparing returns and pointing out ways to reduce tax that fit each client's situation.
• Bookkeeping and accounting: running the books so owners can hand over their back office.
• Fractional controller services: part-time controller support for businesses that do not need a full-time hire.
• Strategic business planning: plans for starting a venture, expanding a product line, buying a company or reviving one in decline.
• IRS and state tax problems: handling disputes and problems with federal and state tax authorities.

Who it works with

The practice works with individuals and businesses in the Alexandria area, from owners starting out to those buying or turning round a company.

Key facts

• Based in: Alexandria, Virginia, USA
• Resources: A weekly email of articles on tax and business topics, such as Roth conversions