With more than fourteen years of experience, Courtney is well-versed in tax preparation and tax planning for individuals, businesses, and nonprofits.
Courtney specializes in forensic accounting for litigation support and investigation support services. Whether for a divorce or a business, she enjoys the challenge of using her analytical skills to investigate transactions and assets. After unraveling the financial puzzle, Courtney compiles the facts, findings, and conclusions in plain-language reports suitable for presentation in court.
For family law attorneys, she provides vital divorce support services, including equitable distributions and tracing of assets. She will work closely with you to evaluate the financial impact of divorce and a proposed settlement for your client, helping you bring your case to a satisfactory resolution. She is also happy to help business owners with proactive fraud risk assessment consultations -- to help deter fraudulent activity before it occurs.
Memberships:
A Frederick County native, Courtney has been involved in philanthropic efforts to support the arts in Frederick for the past decade.
"We not only succeeded in reversing our financial dilemma, but also established an exciting, new open line of company-wide communications."
read more"During the Strategic Performance Management (SPM) facilitation sessions, I was really surprised by my employees’ enthusiasm. My involvement in day-to-day operations and my stress level have decreased significantly."
read more"Those accurate financial statements have been essential in NaturaLawn successfully opening up new franchise locations throughout the United States."
read more"I appreciate the thoroughness. I can speak intelligently and with confidence with the information provided by you."
read moreTo our valued clients and friends,
Please rest assured that we are monitoring the situation closely and taking all necessary steps to provide a safe environment for our clients, our staff and their families.
Our technology ensures secure communication and document transfer, so remote access is readily available for clients and staff who wish to use it. Please use...
Twenty more accounting professionals, including our very own Brian Richards, have graduated from the Maryland Association of CPAs’ Leadership Academy, the three-day program focused on building future-forward skills.
Client Communication Securely message us, sign and send documents through Liscio.
Online Accounting QuickBooks Online 
MyCPA (Mobile App)Manage receipts, track mileage and access key accounting data.
