CPA, tax accountant and bookkeeping for Travilah clients, delivered remotely

Sound familiar?

• You want numbers you can act on during the year.

  Current statements show how each month performed while there is still time to respond, not months later.

  24% of the 2022 tax returns filed from the ZIP codes 20850 and 20854 (Potomac, Rockville) that serve Travilah reported business or professional income (IRS Statistics of Income, individual income tax statistics by ZIP code, tax year 2022; the ZIP codes extend beyond Travilah).

• You own an S corporation or a partnership.

  The business return and each owner’s return depend on each other. Preparing them together keeps the figures consistent.

  14% of the 2022 tax returns filed from the ZIP codes 20850 and 20854 (Potomac, Rockville) that serve Travilah reported partnership or S corporation income (IRS Statistics of Income, individual income tax statistics by ZIP code, tax year 2022; the ZIP codes extend beyond Travilah).

• You want a clearer picture of each property.

  Books kept property by property show what each one earns and costs — and carry straight through to your return.

• Last year’s tax bill came as a surprise.

  Planning through the year gives you a view of where the year is heading before it ends, while there are still choices to make.

Your situation isn’t on this list? Tell us about it — every engagement starts with a conversation.

Services and starting prices.

• 01

  Monthly Accounting

  From $400/mo

  Transaction categorization, account reconciliations, financial statements and regular accounting support.

• 02

  Tax Preparation

  From $300

  Individual returns (federal and one state) from $300; business returns from $750.

• 03

  Accounting + Tax + Planning

  From $900/mo

  Monthly accounting and reporting, business and owner tax returns, proactive tax planning and year-round CPA access.

  Founding Client Rate: $825/month for your first 12 months when you engage by March 31, 2027. Terms

• 04

  Law Firm Accounting

  From $900/mo

  For solo attorneys and small law firms: monthly accounting, financial reporting, business and owner returns, tax planning and CPA consultation.

Starting prices. Your scope and price are agreed in writing before work begins.

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Travilah at a glance

• 3,958

  business establishments with paid employees in the ZIP codes 20850 and 20854 (Potomac, Rockville) that serve Travilah

  Source: Census ZIP Code Business Patterns 2023

• 49,000

  tax returns filed for tax year 2022 from the ZIP codes 20850 and 20854 (Potomac, Rockville) that serve Travilah

  Source: IRS Statistics of Income, individual income tax statistics by ZIP code, tax year 2022; the ZIP codes extend beyond Travilah

• 193

  law offices with paid employees in the ZIP codes 20850 and 20854 (Potomac, Rockville) that serve Travilah

  Source: Census ZIP Code Business Patterns 2023

• 221

  physician offices with paid employees in the ZIP codes 20850 and 20854 (Potomac, Rockville) that serve Travilah

  Source: Census ZIP Code Business Patterns 2023

These ZIP codes also cover areas outside Travilah, so ZIP-area figures describe a wider area than Travilah itself.

Tax offices in Travilah

• Montgomery County Office of Assessments (SDAT)

  County property assessment.

  30 W. Gude Drive, Suite 400, Rockville, Maryland 20850

  Phone (240) 314-4510

  Official website

• Montgomery County Department of Finance

  County property tax collection.

  101 Monroe St, 15th Floor, Rockville, MD 20850

  Phone (240) 777-8860

  Official website

• Comptroller of Maryland, Taxpayer Services Division

  State tax and revenue agency.

  Phone 410-260-7980

  Official website

• IRS Taxpayer Assistance Center - Rockville

  Federal tax help in person.

  6010 Executive Blvd., Suite 100, Rockville, MD 20852

  Phone (240) 613-8870

  Official website

Travilah is unincorporated; Montgomery County handles local property tax.

Travilah is an unincorporated community in Maryland, and Montgomery County serves it. Montgomery County has the Montgomery County Office of Assessments (SDAT), which assesses property, and the Montgomery County Department of Finance, which collects property tax.

The Comptroller of Maryland, Taxpayer Services Division is listed for the state, and IRS Taxpayer Assistance Center - Rockville for the federal level. Brent Tucker, CPA, handles monthly books, business returns and owner returns for business owners in Travilah.

Source: each office's official website, checked October 16, 2026.

Common questions.

Sources

• Census ZIP Code Business Patterns 2023: establishments with paid employees, by ZIP code.
• IRS Statistics of Income, individual income tax statistics by ZIP code, tax year 2022; the ZIP codes extend beyond Travilah.
• American Community Survey 2023 5-year estimates (survey estimate for the place), for Travilah census-designated place, Maryland.
• U.S. Census Bureau, 2020 ZIP Code Tabulation Area relationship files: which ZIP codes serve the place.
• U.S. Census Bureau county boundary files, 2023; U.S. Office of Management and Budget metropolitan area definitions, July 2023.
• IRS, “State government websites”: the state tax agency link.