About Sullivan & Company
Whether you're a business owner seeking professional accounting services or an individual looking for retirement plan assistance, letting a CPA or investment firm handle your finances involves a great deal of trust. As one the most respected accounting services providers in Bethesda, MD Sullivan & Company takes this responsibility very seriously, and strives to deliver personalized attention and outstanding results to each of their clients.
Sullivan & Company offers a wide range of services to help you achieve your long-term goals, including:
- Virtual CFO and Tax Preparation Services For Small Businesses
- Asset Allocation Advice
- Cost Proposal Preparation
- Personal Tax Preparation and Planning
- Balanced Personal Investment Management
- IRS Audit Representation
- Estate and Trust Tax Return and Preparation
- Retirement Plan Review and Installation
- Business Valuations
Drawing upon their extensive expertise, this team of finance professionals has the skills and dedication to help, no matter what your life situation may be. They firmly believe that there is no tax-related financial challenge they can't help solve.
Not only does Sullivan & Company offer incredibly effective financial services, but they also pride themselves on providing a pleasant customer experience for all of their clients. They know how confusing good money management can be, which is why they put a high premium on client education. With their help, you'll have a financial solution you understand and the tools you need to put it in place.
Visit Sullivan & Company online to read more about their comprehensive menu of services, or call (301) 657-8080 to schedule a free consultation today.