As a QuickBooks ProAdvisor, YHB is certified to provide your business with the tools you need to harness the power, features and functionality of QuickBooks. No matter your needs, YHB can tailor our approach to assist you with anything from initial QuickBooks setup to providing custom QuickBooks training and ongoing accounting support. All Certified QuickBooks ProAdvisors are specially trained experts who have earned their credentials by passing a third-party administered QuickBooks certification course.
In addition, as a QuickBooks Certified ProAdvisor we can often offer you a discount on the purchase QuickBooks software.
Gain valuable insights
A ProAdvisor can provide expert advice and guidance that’s tailor-made for your business.
Enjoy peace of mind
Your ProAdvisor stays up-to-date on the latest accounting rules so you don’t have to.
Do more of what you love
With a ProAdvisor in your corner, you can spend less time on your books and more time pursuing your passion.
Contact us when it’s time to move forward.
Scott, YHB’s Managing Partner, has been with Yount Hyde Barbour since entering the accounting profession in 1988. He has a B.S. degree in agricultural economics (emphasis in accounting) from Virginia Tech. He is a member of the American Institute of Certified Public Accountants and the Virginia Society of Certified Public Accountants, as well as a volunteer for the Frederick County Fair Association.
He has extensive experience in providing accounting, tax, and business consulting services to closely held companies, corporations, partnerships, and limited liability companies in the area. Over the years, he has worked with businesses of all sizes in a variety of industries, especially manufacturing, franchising, wholesale/distribution, retailing and agribusiness, as well as with the individuals and families who own and operate them.
As someone who grew up on a farm and was involved in his family’s business, Scott understands the challenges and needs of closely held businesses and what it takes to meet them. He specializes in helping businesses and their owners save tax, minimize risk, and operate more efficiently by using financial statements and projections as decision-making tools. He is especially skilled in advising YHB clients about financial controls and helping them negotiate favorable terms with banks and suppliers.
Scott has a hands-on approach to client service that’s based on taking time to develop an understanding of key concerns facing the client. Then, he works with the client to arrive at a plan of action he or she is comfortable with. In advising clients, he focuses on helping them understand how their money is being spent, so they can spend it more efficiently.
Scott enjoys traveling and spending time with his family, as well as helping out on his parents’ farm.
Jim began his career at YHB in 1989 with a B.S. degree in accounting from James Madison University. He is a member of the American Institute of Certified Public Accountants, the Virginia Society of Certified Public Accountants and the Leesburg Daybreak Rotary Club. He is an Advisory Board Member of the Loudoun County Salvation Army, and Treasurer of the Loudoun Small Business Development Center. He also serves as a Board Member of the James Madison University School of Accounting Guiding Executive (SAGE).
He is experienced in providing income and estate planning services, business consulting, and estate and trust administration services to successful individuals in many professions, especially engineering, law, technology and real estate. He also provides strategic guidance and planning for clients involved in stock option transactions and wealth transfer. At YHB, Jim is the principal in charge of our IT systems, serves on the firm’s Retirement Plan Committee and is heavily involved in training staff. He primarily works out of our Leesburg office.
As an advisor to many prosperous families, Jim specializes in helping clients integrate tax planning with investment decision-making to achieve their financial objectives. He is particularly proficient in trust and estate administration and taxation, and in developing tax-saving asset protection and wealth transfer plans. In addition to advising clients about the financial aspects of estate planning and administration, Jim provides empathetic support for dealing with the family issues involved.
In serving clients, Jim above all looks for different ways to provide value. To this end, he takes a team approach characterized by a high level of communication and responsiveness, so if he personally is not available to answer questions or help with an issue, another member of our firm will be. Also, he employs ProfitCents software to analyze a client’s financial situation and identify areas where there are issues or opportunities for improvement. He then advises clients about steps they can take to more fully achieve their objectives.
Jim enjoys gardening, hiking and being outdoors with his wife and two daughters, as well as serving as a Youth Ministries volunteer at his church.
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“Jim has been proactive in helping me avert problems.” – Bruce G.
Hugh earned a bachelor of arts degree in accounting in 2008 and in 2009, a bachelor of arts degree in logistics and supply chain management, both from the University of Maryland, College Park. Before joining the YHB team in 2022, he worked with Glass Jacobson Financial Group for 12 years.
Hugh specializes in tax returns, both business and personal, and also works on business valuations. Hugh has experience in a wide variety of accounting areas including preparing individual and corporate tax returns, corporate personal property returns, and federal and state payroll returns. Hugh also has experience in managing client books and financial statements, assisting in the valuations of businesses, and preparing financial exhibits used in domestic relations and civil legal cases.
Cheryl originally joined the firm in 1990. She returned to the firm in 2004 after 10 years as national finance director at Dominos Pizza. She is a senior accountant, involved in both the accounting and audit and tax departments.
She is a certified public accountant in the state of Maryland and a member of the Maryland Association of CPAs and the American Institute of CPAs. Cheryl earned her bachelor of science degree in computer science and her associate of arts degree in accounting from Towson University.
Cheryl is a manager, involved in both the accounting and audit and tax departments. Her principal areas of concentration include analyzing and streamlining accounting processes, financial statement and tax preparation and planning, and QuickBooks™ expertise.
During her time as finance director for Dominos, Cheryl gained a wealth of experience from a small business owner perspective from dealing with the individual franchises and franchise owners. This experience helped Cheryl understand the nuances of running a small business and has allowed her to become a better business advisor for her clients. She is able to advise clients not just on accounting needs, but also on personnel issues, procedures and organization, and growth strategy.
Cheryl volunteers at Garrison Forest School and Boys Latin School, where her children attend.
Alex Fleming graduated from Lynchburg College with a Bachelor’s degree in Accounting in May 2008. He interned with YHB right after graduation and then joined the firm as a full-time professional the following year in August 2009. During that interim year, he studied for and passed all four parts of the CPA exam and joined the AICPA and VSCPA. Alex began his YHB career with the bank audit team but has transitioned to the tax department out of the Middleburg office. He now specializes in complex tax planning and compliance for individuals, estate, trusts, private foundations, and privately-held companies. Alex has also obtained the Personal Financial Specialist (PFS) certification from the AICPA in September 2017.
Alex is a native of Loudoun County, specifically the Middleburg area. He is an active board member for the Middleburg Business and Professional Association, the Hill School Alumni Association, and the Piedmont Child Care Center. He, his wife, and two sons now live near Warrenton with their two dogs.
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“I have a lot of faith in Alex Fleming and his team at YHB. They have assisted us greatly in our cross-border situation. Their professional insight has helped us navigate a tax situation that only a true professional is versed in. ” – Robert I.
“Alex Fleming with YHB is very professional and has my highest recommendation for anyone considering a tax accountant.” – Robert R.
Adrian began her career at YHB in 1999, with a B.B. A. from Old Dominion University. She is a Personal Finance Specialist (PFS) as well as certified in Strategy & Performance Management from Mentor Plus. She is a member of the American Institute of Certified Public Accountants and the Virginia Society of Certified Public Accountants (VSCPA). She is also an Evaluator for the VSCPA Educational Foundation Scholarship Selection Committee, a Board Member of the Dental Clinic of Northern Shenandoah Valley and a Board Member of the Top of Virginia Regional Chamber
Adrian provides individual and business tax planning, compliance and consulting services to a broad range of clients ranging from family-owned businesses to personal service corporations. She works with businesses and their owners, as well as other successful individuals, with strategic and financial planning. In addition to serving clients, Adrian provides mentoring and tax training for YHB staff members as well as educating local students on the opportunities available for those considering careers in accounting.
Adrian specializes in providing tax and consulting services to individuals, partnerships and corporations. She has extensive experience with the tax and financial challenges business owner’s face. The Personal Financial Specialist (PFS) certification allows Adrian to combine her tax expertise with her knowledge of financial planning to provide clients with comprehensive financial strategies.
One of Adrian’s greatest strengths is her ability to help business owner’s understand and analyze their financial data to enable them to make informed business decisions. She enjoys working with clients to develop effective tax and financial plans then helping them measure their progress. In addition, Adrian believes communication is critical and is continually working with clients to keep them up to date on current developments and tax law changes.
American Institute of Certified Public Accountants, Member
Virginia Society of Certified Public Accountants (VSCPA), Member
VSCPA Educational Foundation Scholarship Selection Committee, Evaluator
Dental Clinic of Northern Shenandoah Valley, Board Member
Top of Virginia Regional Chamber Valley Business Women, Committee Member
B.B.A. from Old Dominion University
Personal Financial Specialist (PFS)
Certificate in Strategy and Performance Management from Mentor Plus
Joe is a Tax Partner in our Baltimore office with over 17 years of experience reviewing and preparing a variety of federal and state tax returns. He has a bachelor’s degree from Georgetown University and a Master of Business Administration degree with an accounting concentration from Loyola University Maryland.
Joe is a member of the American Institute of Certified Public Accountants, the Maryland Association of Certified Public Accountants, the Perry Hall/White Marsh Business Association, Baltimore Estate Planning Council, Chesapeake Gateway Chamber of Commerce, and the Baltimore County Provider Council.
Joe provides auditing and accounting services to engineering firms and financial institutions. He specializes in accounting for income taxes including assisting businesses with the creation and maintenance of income tax calculation spreadsheets. Joe also provides accounting and consulting services to small businesses and not-for-profit organizations.
His specialties include:
When Joe isn’t spending time with his family, he’s probably out running! As an avid runner, Joe loves scheduling running meetings with his clients. He would be glad to answer your income tax questions while clicking off the miles.
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“Joe Musumeci is very responsive, he understands our business really well which enables him to understand and respond to our inquiries really quickly and thoroughly.” – Anonymous
Michael graduated cum laude with a B.S. in Accountancy from Villanova University and a MST from American University. Michael specializes in tax compliance, consulting, planning, and mergers and acquisition work for service-based S corporations, partnerships, closely-held corporations and multi-state entities. He is also an active member of the AICPA, VSCPA, and the Northern Chapter of the VSCPA.
Johanna graduated from Fordham University with a Bachelors of Science in Accounting. She is a licensed CPA with over 20 years of accounting experience and is also a Notary Public. Johanna is a member of the American Institute of Certified Public Accountants and the Virginia Society of Certified Public Accountants. She is also active with the Fredericksburg Regional Chamber of Commerce.
Johanna has extensive experience in preparing financial statements in accordance with current standards. Her expertise is also in preparing tax returns, review and compilation procedures for construction contractors, subcontractors, home builders and physicians. She regularly consults with clients regarding accounting assistance, implementation of general accounting principals, and improving internal control processes.
She knows how important it is to keep her clients informed about any relevant tax law legislation or accounting standard that is important to their business needs. In order to best serve her clients and help them achieve their goals, Johanna takes the time to fully comprehend their specific situations and concerns.
Ben graduated from West Virginia University in May 2011, with a Bachelors of Science in Finance and Accounting. Ben started at YHB August of 2011, and became a CPA in January of 2014. Ben currently splits his time between our Middleburg and Leesburg offices.
Ben is a member of the YHB Employee Advisory Committee and of the YHB Accountants for Continuing Education (ACE) team which is responsible for training and development of new staff. Ben is also an AICPA and VSCPA member.
Ben specializes in tax and consulting services in conjunction with the Family Wealth Services Team, including income tax planning and compliance for individuals and small businesses; agriculture business taxation and consulting; and estate administration.
Faith is an alumnus of Tulane University where she earned her Bachelor of Science in management degree with a concentration in accounting. She became a certified public accounting (CPA) in the state of Maryland in 1986 and became a chartered global management accountant (CGMA) in 2012. Faith joined YHB in 2022 after 7 years at Glass Jacobson Financial Group.
She is a member of the American Institute of CPAs and the Maryland Association of CPAs.
As a Senior Manager in our Tax Department, Faith’s main responsibilities include reviewing individual and business tax returns, providing tax strategies for high net worth individuals, and training tax staff. She strives to be reliable and client oriented and makes sure to emphasize communication to provide the best customer service possible to her clients.
Faith is an active member of the JCC of Greater Baltimore. She was also a prior chairperson of their audit committee and a member of their finance and Maccabi committees. In her spare time, Faith spends time with her family, travels, skis, volunteers, and enjoys puzzles.
Scott earned his Bachelor of Science degree in Business Administration with a minor in Crop and Soil Science from Oregon State University. Scott is an active member of the AICPA and the MACPA. He serves as a Treasurer for the DC and MD chapters of the NAIOP. Scott is licensed as a certified public accountant (CPA) in the State of Maryland.
Scott has over 20 years of experience providing accounting and tax advisory to individuals, small businesses, and nonprofit organizations. He has worked with a broad range of industries, including government contracting, real-estate and construction, pharmaceutical and biotech, and technology. Being well-versed in both accounting and tax matters, Scott analyzes the big picture for his clients and provides actionable advice to help them achieve their financial goals.
Scott is from the Willamette Valley in Oregon. In 2007, he and his family moved from Oregon to Maryland. They now reside in Ellicott City with their ten children, including three of whom were adopted from Uganda. Scott grew-up on a grass seed farm and is a huge Oregon State Beavers fan. He enjoys spending time with his family, following sports, and is involved in his church, working with their youth.
David is a graduate of the University of Baltimore and has over 36 years of experience in public accounting. He is an expert in small business and individual tax preparation, review and planning. David also has heavy experience with information systems and the ability to integrate software across all platforms and operating systems.
One of David’s strengths is the ability to work with business owners and have them perceive (thru dedication and earning their confidence) that they are comfortable to come to him with any business or tax questions or strategies and know that they will get a timely and comprehensive service arrangement.
David has provided seminars for Continuing Education credits for PGA Golf Professionals in the area of inventory planning and working with Finance Committees of local Country Clubs to maintain the growth and development of local PGA Golf Pros in the game of golf.
David is a former President of Trinity Referral Network, a Florida “not-for-profit” entity providing marketing and business referrals for small business and small business leaders in the community.
In 2006 he was nominated as the United States Amateur Golfer of the Year in regards to my service and expertise in providing consulting and inventory management and accounting to golf professionals in the Middle Atlantic states. He was nominated by PGA Golf Professional Patrick Coyner.
Eric Roth joined YHB in 2014 with a BS in accounting from Virginia Tech. He became a Certified Public Accountant in 2015. Eric specializes in pass-through entity tax preparation, preparation of real estate business return, and tax planning for individuals and their closely held business entities. He currently works in our Leesburg office.
Eric is an active member of the Loudoun County Chamber of Commerce and a member of both the Virginia Society of Certified Public Accountants (VSCPA) and the American Institute of Certified Public Accountants (AICPA).
Kirstine graduated from California State University San Bernardino in 1998 with a Bachelor of Science in Accounting. For more than 20 years, she has held a variety of roles in the accounting industry, gaining experience in auditing, private industry, tax, business valuation and forensic accounting.
Kirstine is a member of the American Institute of CPAs (AICPA), Virginia Society of CPAs (VSCPA), and the National Association of Certified Valuators and Analysts (NACVA). She is also a member of the AICPA’s ABV Credential Committee and planning committee for the VSCPA’s annual Business Valuation, Fraud & Litigation Services Conference.
Kirstine provides business valuation, fraud, litigation support as well as tax services. To better serve clients, Kirstine became a Certified Valuation Analyst (CVA) in 2011 and Accredited in Business Valuation (ABV) in 2014. She has performed a wide variety of business valuations for litigation, tax, and financial reporting purposes. She has worked with private and publicly traded companies, ranging in size from start-up’s to companies with annual revenue of approximately $500 million.
Megan joined YHB in 2007 after graduating from Bridgewater College with a Bachelor’s degree in Business Administration with a concentration in Accounting, and a minor in Communication Studies. She supports YHB’s Healthcare Team and general tax practice for individuals and businesses.
A Culpeper native, Megan has served as past Treasurer, Vice President, and President of the Culpeper Business Women. She is the current Treasurer of Career Partners Inc., an E Squared Judge, and was named Culpeper Chamber of Commerce Young Professional of the Year in 2015.
Megan focuses her practice on providing client accounting and advisory services. She uses her expertise to meet the tax, accounting and business consulting needs of her clients and empowers business owners and individuals with information and insight that improves their decision-making process and maximizes their profitability.
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“I know that Megan has our best interest at heart, she steers us in the right direction, and she is absolutely amazing.” – Tammy D.
“Megan has been wonderful over the years. We really appreciate her.” – Anonymous
“Love working with Megan. She has helped us understand what needs to be done and how to do it.” – Robert B.
Kelly graduated from Penn State University in 1999 with a Bachelor’s Degree in Accounting. She became a licensed CPA in 2000 and later went on to get her Master’s in Taxation from Robert Morris University in 2006. She has worked in public accounting for over 20 years providing tax and advisory services. In addition to individuals, her practice spans a variety of industries and includes tax and business consulting services to closely held companies, corporations, partnerships, and limited liability companies.
Kelly is an active member of the Loudoun County Chamber of Commerce and a member of both the Virginia Society of Certified Public Accountants (VSCPA) and the American Institute of Certified Public Accountants (AICPA). She is also actively involved with St. Theresa’s Catholic Church in Ashburn, Virginia, and her children’s schools.
Deep Virk joined YHB in 2021 as a Manager on the Tax Team in our Falls Church office. Deep brings many years of tax experience with him to YHB, most recently working for Caldwell & Company in Bethesda, MD. Deep specializes in working with high-net-worth individuals, S-Corporations and partnerships.
Deep earned his BS in Accounting from Virginia Commonwealth University and Master’s Degree in Taxation from American University in 2017. He also obtained his Enrolled Agent (EA) license in 2020.
Nick joined YHB in 2020 with over 15 years of experience in the industry. Nick is a graduate of Carthage College with a BS in Accounting and Business, the University of Connecticut with an MA in Accounting, Case Western Reserve University with a JD, and Georgetown University with an LLM in taxation. Nick has also worked with the Internal Revenue Service as a Revenue Agent and an Attorney with the IRS Office of Professional Responsibility.
Nick’s expertise includes helping high wealth individual and large business entities with complex tax compliance, along with specializing in international, non-for-profit tax issues, and tax ethics issues. He has used his tax expertise not only to serve his clients, but also his peers. He has authored publications for the AICPA’s Journal of Accountancy, AICPA’s Tax Advisor, NATP’s Tax Pro Journal, and CCH’s Journal of Tax Practice and Procedure and co-authored a textbook, Tax Preparer Penalties and Circular 230 Enforcement, published by Thomas Reuters. He has also lectured nationally on topics such as ethics, complex tax transactions, and IRS practice and procedure.
David joined Yount Hyde and Barbour in 1999 after graduating from West Virginia University with a B.S.B.A. degree. A tax specialist who works in depth with his clients, his focus is on banks and closely held businesses of any size. He is a member of the American Institute of Certified Public Accountants and the Virginia Society of Certified Public Accountants. David is a designated Chartered Global Management Accountant. He has served on the board as both president and treasurer for many local non-profits and civic organizations including, Boys and Girls Club of Northern Shenandoah Valley, Millbrook High School Band Boosters, and Kiwanis Club of Old Town.
Offering an extensive array of services, he is a trained business mentor and coach, providing advanced levels of strategic planning for owners and managers, consulting with management on a variety of critical business decisions including accounting systems implementation, changes in business operations, mergers and acquisitions, and developing growth and exit strategies. David also specializes in winery and vineyard operations, auto dealerships, agribusiness, and franchises.
As someone who is not afraid to get his hands dirty by getting involved in the day to day operations of a business, David takes that internal working knowledge and applies best practices from across all sectors to help each client develop and achieve their goals. He has extensive knowledge of the challenges that business owners and financial operators face and will work side by side his clients to ensure they are informed and making the best choices possible to advance their companies.
He is proficient in numerous software packages. David excels at developing personalized financial strategies for each business he works to help them reach their goals of improved profitability, growth, and long term stability. Because he takes such a vested personal interest in all of his clients, David is most dedicated to minimizing the tax impact for all of the clients he serves.
David values the personal relationships that are formed with clients and works hard to maintain the lines of communication year-round. By taking the time to find out what makes people tick, he is able to effectively apply business and tax solutions to meet client needs and long term goals. Because the rules of the trade are ever-changing, David carefully advises clients from all angles, oftentimes thinking out of the box, but well within regulations, to provide the best possible answer and ensure client satisfaction.
David enjoys weekend vineyard tours with his wife, playing and coaching soccer with his daughters and outdoors activities such as biking, camping and hiking. In his free time, he likes to watch WVU sports and root for his alma mater.
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“David Henning has been great to work with the last 10 years. I look at him as a partner in my businesses. Every time I meet with him, I learn so much more. Thanks for years of good advice.” – Shawn D.
“Since using YHB we have been at complete ease each year for taxes and knowing what to expect. Anytime we have a question we can easily reach David for guidance. We highly recommend YHB!” – Angie T.
Since beginning his career at Yount Hyde Barbour in 1991, Kevin has been focused on helping construction companies, developers and real estate firms maximize their financial success. He has a bachelor’s degree in business and economics from Randolph-Macon College.
Kevin is a member of numerous community organizations such as the American Institute of Certified Public Accountants, the Virginia Society of Certified Public Accountants and the Associated Builders and Contractors, the National Association of Homebuilders. He is an executive committee member of the Construction Financial Management Association (Central Virginia Chapter) an Associate Representative of the AGC Virginia State Board of Directors and the Treasurer of the AGC Valley District.
Kevin is highly experienced in delivering a broad range of accounting and business advisory services, including tax planning and filing, audits, succession planning, and profit improvement consulting. And through his active participation in various construction trade associations, he has developed a keen understanding of industry trends and issues.
Kevin excels in advising construction businesses and their owners on ways to minimize taxes and achieve their objectives. Because of his extensive network of community contacts, he is especially effective at facilitating relationships with bankers, bonding agents, sureties, and other professionals who can provide the credit and services contractors and developers need to succeed. He also is skilled at conducting operational reviews and helping YHB clients choose business structures and accounting methods that lift their bottom lines.
As Kevin sees it, the key to effective client service is developing a good relationship with a business’s owners and managers. So, whatever the purpose of an engagement, he begins by sitting down with you to discuss your needs and objectives and learn how you operate. By listening carefully, he is better able to identify issues to address and changes to make so that you not only achieve your objectives, but also maximize your success.
An avid golfer, Kevin enjoys spending time on the greens, or with his wife , daughter and son.
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“Kevin Branner is my CPA. He has been phenomenal assisting me with growing a business and then selling that business. Also has helped tremendously with an ongoing audit. I’m blessed to have Kevin in my corner.” – Cris A.
Chris joined YHB in 2001 with a B.S. in finance, accounting and accounting information systems from James Madison University. He is a member of the American Institute of Certified Public Accountants and the Virginia Society of Certified Public Accountants. He has served on the Culpeper County Chamber of Commerce as a member, on the Board of Directors, as Chairman of the Small Business Committee.
Chris delivers a broad range of accounting, tax, assurance and business consulting services to clients throughout the Culpeper area, with a focus on the construction industry and small businesses. Besides helping to manage the firm’s Culpeper office, Chris is a member of YHB’s construction and business consulting teams. His experience includes preparation of financial statements and corporate/partnership income tax returns for private company clients, as well as service in the U.S. Navy.
Chris is highly skilled at helping the owners of small businesses set goals and develop strategic plans. He then continually measures performance to achieve those goals. His deep knowledge of business operations and management makes him adept at identifying ways for clients to increase operational efficiency and take advantage of growth opportunities, tax credits and profit enhancement strategies. He also excels at helping clients with tax planning and compliance, retirement and succession planning, and selecting and installing accounting systems.
For Chris, communication is the key to effective client service. So he talks at length with clients to determine their goals, understand their situations and gain insight into what’s happening in their businesses and personal lives. He then uses strategic dashboards, benchmarking, what-if analysis and other tools to track performance, identify areas for improvement and develop solutions that help move clients ahead. To keep clients on track and head off potential problems, Chris touches base with them frequently to see how things are going and to suggest ways to increase their success.
Chris enjoys spending time with his family, learning about new technology and the impacts it will have on business, and playing golf.
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“Chris is always helpful, available, and capable to explain things in a way I can easily understand. I trust his advice, and he takes the stress out of our accounting needs.” – Lorrie T.
“Chris Pearson has always done a great job for my family. We are very confident in his abilities and appreciate his hard work and dedication to doing his job so well.” – Anonymous
Sally graduated from Shepherd College in 1990 with a Bachelor of Science in Accounting and later Virginia Polytechnic and State University in 1991 with a Master of Accountancy, Tax Specialization. Before joining YHB in 1998, Sally worked for KPMG as well as private industry as a Tax Manager.
Sally is a member of the American Institute of CPAs (AICPA), Virginia Society of CPAs (VSCPA), and the National Association of Certified Valuation Analysts (NACVA).
John Jacob joined YHB in February 2022 as a Manager on the Tax Team in our Falls Church office. John brings extensive experience in the accounting and finance fields, most recently as a Manager in the valuation services group of The McLean Group. John specializes in providing business valuation services for estate and gift planning purposes.
John earned his BS in Economics from Virginia Tech in 2004. He is a Certified Valuation Analyst (CVA) and a Chartered Financial Analyst (CFA) charterholder.
Outside of work, John loves to read about current and historical figures and events, play piano, and sing.
Larry is a graduate of University of Maryland, where he received a degree in Economics in 1976, as well as a DDS from UMD’s Dental School in 1980. He joined YHB in 2022 with Glass Jacobson, bringing over 25 years of experience. At Glass Jacobson, Larry served as the Director of their Dental CPA Practice, helping his dental clients grow their practices and make smarter decisions about dental practice startups, equipment purchases, retirement plans, expansions, practice mergers, exit strategies, and other dental practice matters.
After practicing as a dentist and dental practice owner for over 17 years, Larry made a career change and since 1997 has been advising dental practices as an accountant and business advisor. Larry is a strong advocate of tax planning for dental practices in order to avoid “surprises” at tax filing time.
Larry has contributed dental practice articles to the Madow Brothers Newsletter. He has been interviewed concerning dental-related tax and accounting issues for the Madow Brothers Audio Series CDs. Larry has spoken to the advanced general dentistry residents and fourth-year dental students at the University of Maryland Dental School for several years. Topics included “life as a dentist,” “after dental school,” and “personal finance.” Larry enjoys teaching the dental students and residents these important professional and life lessons and looks forward to this continuing in the future. Larry is also an investment advisor representative.
Lisa joined the firm in January of 2016, bringing over 20 years of experience in public accounting and payroll. Lisa’s areas of focus include tax and financial accounting. She prepares reviews, compiles financial statements, and files individual and business tax returns.
Lisa received a bachelor of science degree from the University of Baltimore and also has an associate’s degree in accounting from CCBC. Lisa is a CPA, a QuickBooks™ ProAdvisor, and a member of the Maryland Association of CPAs.
In her spare time, Lisa loves to read, listen to live music, go to the beach, and root for the Ravens and Orioles.
Lynn graduated from Virginia Tech with a Bachelors of Science in Accounting. She is a licensed CPA with over 38 years of accounting experience in the public and private sector. Lynn is a member of multiple organizations, including the American Institute of Certified Public Accountants and the Virginia Society of Certified Public Accountants. She is also active with the Fredericksburg Regional Chamber of Commerce.
Lynn has extensive experience in providing a full range of tax services in compliance with laws and regulations. She performs innovative income tax planning, complex tax return preparation and review for individuals, corporations, partnerships and trusts.
In order to best serve her clients, Lynn takes the time to fully comprehend their specific situations and concerns. She knows how important it is to keep her clients informed about any relevant tax law legislation that is important to their business needs. She strives to help her clients fine tune their accounting processes so that they can work faster and smarter and achieve their goals.
Julie joined YHB after graduating from Bridgewater College in 2004 and became a certified public accountant in 2006. Since joining the firm Julie has gained significant experience by supporting the YHB Healthcare Team and the general tax practice for individuals and businesses. Julie is a member of the American Institute of Certified Public Accountants (AICPA), Virginia Society of Certified Public Accountants (VSCPA) and National CPA Health Care Advisors Association (HCAA). She is also past treasurer and member of the Winchester’s Latest Rotary. Julie regularly presents to area dentists, physicians, and medical office managers regarding the latest industry, tax and medical issues facing their business.
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“I have worked with the same person for many years- Julie Carper Hay. Julie knows my business and is extremely helpful in communicating with all the people in my organization.” – Anonymous
Josh began his career at YHB in 1999, after earning a B.B.A. from the College of William & Mary. He is a member of the American Institute of Certified Public Accountants, the Virginia Society of Certified Public Accountants and a previous member of the Blue Ridge Kiwanis.
Josh has provided income tax and advisory services to a broad range of business and individual clients with complex needs for 18 years. He has worked his entire career at YHB, having spent his first 12 years in the Winchester office and the last 6 years in the Middleburg office. In addition to serving clients, Josh provides mentoring and training for YHB staff members and is a member of the firm’s Human Resources Committee.
Josh specializes in helping individuals implement strategies that minimize their income tax liabilities and achieve their personal and business financial objectives. As a professional certified in strategy and performance management, he also excels in empowering business owners with information and insight that improves their decision-making process, maximizes their profitability and gives them a better sense of where they want to go and how to get there.
Josh is proud to provide his clients with the following solutions:
∙ Income tax planning and compliance for individuals and businesses
∙ Bill payment, financial reporting, and budgeting
∙ Vendor billing oversight including large projects such as home construction
∙ Wealth transfer planning
∙ Charitable contribution planning and tracking
∙ Private foundation administrative support services
∙ Equine business tax and consulting services including audit support
∙ Tax credit consulting services
∙ Document storage including client portal facilitation
Josh focuses on helping clients achieve peace of mind. His service approach is customized for each client, resulting in close and highly individualized working relationships. Josh takes pride in making complex financial matters easier to understand, in order to help clients with financial decision making and achievement of their goals and objectives.
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“Strong capability, combined with great team spirit. Our main contact, Josh Kerr-Hobert is an outstanding asset to our lives and family foundation. Not only is he brilliant and communicative, but he speaks English, not accountant-ese, which is truly appreciated. He is also a great human being and works well with others in our team, whether lawyers or financial advisors. Cannot express strongly enough how much we value him and his team. Thank you!” – Anonymous
Derek began his career in accounting with YHB in 2011 after a graduating with a B.S. in accounting from Shepherd University. Derek became a licensed CPA in 2013. He is a member of multiple organizations, including the American Institute of Certified Public Accountants, the Virginia Society of Certified Public Accountants, and a former President of the Tri-State Estate Planning Council.
As a member of the firm’s Private Client Services team, Derek has developed an in-depth understanding of individual, trust, estate and business taxation. Derek stays up-to-date with the latest trends and regulations, regularly attending courses specifically designed towards matters affecting his clients. Derek also assists with providing tax training and ongoing mentoring to YHB staff members.
Derek specializes in assisting individual and corporate fiduciaries with complex trust/estate tax and compliance related issues. In addition, he excels in providing individuals and business owners with sound tax and business planning, taking into consideration their unique concerns and issues.
In order to best serve his client’s, Derek takes the time to fully comprehend the client’s situation and concerns. He then works closely with the client and other YHB industry leaders to develop a thorough strategy that works in the client’s best interest. Derek also takes the time to ensure the client understands the strategy and to makes sure the client is both comfortable and satisfied with his recommendations.
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“Sophisticated tax advice. Accurate and timely financial reports.” – Brian V.
Chris joined Yount, Hyde and Barbour, P.C. in 2004 after graduating from Virginia Tech, where he earned a B.S. degree in accounting. He is a member of multiple committees, including the American Institute of Certified Public Accountants, the Virginia Society of Certified Public Accountants, the Associated Builders and Contractors, the ABC-VA, Management Education Committee, the Associated General Contractors (AGC) and the Construction Industry CPAs/Consultants Association.
During his time with the firm, Chris has focused his efforts on providing audit, review, compilation and tax services to clients in a variety of industries, including construction, government contracting, real estate and not-for-profit entities. Chris also specializes in assisting clients with strategic performance management, including the implementation of dashboards and overall process improvements.
Through continuing education and professional development, Chris stays up-to-date on the trends and changes affecting his clients’ industries and the accounting profession as a whole. He regularly speaks and writes articles on these relevant topics as they arise. In addition to being a licensed CPA, Chris has also earned a CSPM (Certified in Strategic Performance Management) designation through MentorPlus®. This designation allows Chris to provide value to his clients above and beyond tax, audit, and other compliance services.
Chris strives to take a “client centric” approach, where services are based on the actual needs of the client rather than a specific commodity or deliverable. By taking time to understand the operations of a business and its future goals, Chris is able to provide superior customer service and help clients avoid and plan for potential difficulties, rather than just accurately reporting on them once they occur.
Chris enjoys spending time with his wife and two sons. His hobbies include exercising, strength training and running, as well as following Virginia Tech Athletics. He served as assistant basketball coach at Millbrook High School from 2004 – 2014.
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“Easy to work with. Professional. Always available. Trust and value YHB with all aspects of our business.” – Anonymous
“Chris Frye’s trustworthiness, and his knowledge, consistency and professionalism, year in and year out.” – Anonymous
Theresa graduated from James Madison University with a BBA degree in Accounting. She is a licensed CPA with over 25 years of public accounting experience. Theresa has extensive knowledge and a proven track record of consistently and effectively delivering accounting services focused on enhancing the clients’ profitability and sustainability. She works with a variety of clients in various industries in preparing financial statements in accordance with current standards, performing audits, review and compilation procedures, and preparing tax returns.
Theresa is a member of the American Institute of Certified Public Accountants and the Virginia Society of Certified Public Accountants. She is also active with the Fredericksburg Regional Chamber of Commerce.
Theresa’s strongest skills cover many aspects of financial reporting and taxation, including laws, cost control principals, ledger analysis, financial statements, budging, taxation, and economic regulations. She often consults with clients regarding tax planning, implementation of general accounting principles and improving internal control processes in order to identify and deliver tax and advisory solutions to help them achieve their goals.
Patrick joined the firm’s accounting and audit department in November of 2016. He is a senior manager with the firm and has practiced public accounting since 2003. Patrick received a Bachelor of Arts degree in accounting and business administration with a concentration in finance from Towson University.
He is a member of both the American Institute of Certified Public Accountants and the Maryland Association of Certified Public Accountants.
Patrick’s areas of expertise include team consulting and serving small businesses in all aspects of their accounting, tax, and coaching needs. He has a passion for personal development, business process evaluations, and ever-evolving business industries.
Patrick is originally from Germany and moved to the United States in March of 1997. His hobbies include watching and playing soccer, home improvement, and landscaping.
William is a manager on our tax team and based in our Leesburg office. He is a 1990 graduate of Strayer College where he earned his Bachelor of Science in Accounting. William became a certified public accountant in 1997 and has since served clients on a variety of individual, business and fiduciary issues. William joined YHB in October of 2010 and continues to provide tax and advisory solutions to clients throughout the area. He is a member of the Virginia Society of Certified Public Accountants and the American Institute of Certified Public accountants.
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“Bill Osgood is very personable and has always taken the time to help me with some very complicated financial situations. He is thorough and has the financial expertise that I’ve come to rely on.” – Joanne S.
Felicity began her career as a Tax Supervisor with Yount, Hyde & Barbour in 2020 and has since been promoted to Tax Manager out of our Richmond office. Felicity is a graduate of William & Mary, where she received her Bachelor of Administration degree in Finance in 2011. She then went on to earn her Master of Science in Accounting from Liberty University in 2014. She also obtained her Enrolled Agent (EA) license in 2022.
Felicity serves as Vice Chair of the Richard Bland College Foundation Board, is a member of the National Association of Black Accountants, and is active in YHB’s first affinity group, NOBA (Network of Black Accountants). She was also asked to speak at Virginia Commonwealth University’s Accounting Professionals Bootcamp, where she highlighted essential skills needed to be successful in the workplace.
Outside of work, Felicity loves to fellowship with friends and family, hiking, biking, and traveling.
Ginger graduated from East Carolina University in May 2001 with a Bachelors of Science and Masters of Science in Accounting with a tax concentration. She became a CPA in 2003 and is licensed in Virginia and North Carolina. She is a member of the AICPA, VSCPA, and the Northern Chapter of the VSCPA. In 2013, she was chosen to participate in the Inaugural VSCPA Leadership Academy.
Ginger is experienced in tax planning and compliance for individuals and small businesses to include partnerships and corporations. Her experience also includes accounting and attestation services for small and medium-sized businesses.
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“Ginger is whip smart, attentive, efficient, a strong communicator, and provides major value for money. Consistently meets deadlines and is extremely client focused.” – Susan B.
“Ginger Weschler is incredibly helpful and responds promptly to all inquiries. She has been a welcome and reliable resource and given us confidence as we do our taxes, and as we plan for financial decisions.” – Anonymous
Andrea is a Pennsylvania State University graduate who joined the firm in December 2017 with several years of experience in public accounting. Her main responsibilities include outside controller services for several nonprofit organizations as well as financial statement preparation, tax preparation, and other accounting services.
Andrea works mostly with the nonprofit sector and specialized in non-profit accounting. She is a member of both the Maryland Association of Certified Public Accountants and the American Institute of Certified Public Accountants.
Kelly received a Bachelor of Arts in Psychology from Salisbury University and a Master of Business Administration Degree in Accounting from Wilmington University. She became a CPA in 2017 and joined YHB in 2021 with several years of tax experience in public accounting. Along with her experience in public accounting, she was also an adjunct professor at Delaware Technical Community College for several years teaching business and accounting.
Kelly supports YHB’s Healthcare Team and general tax practice where she focuses on individual and small business tax preparation and planning. She uses her industry expertise to help medical and dental practice groups and their members identify ways to reduce costs, improve operations and increase profits.
Kelly is a member of the Maryland Association of Certified Public Accountants (MACPA), the American Institute of Certified Public Accountants (AICPA) and is a treasurer for a local youth softball league. She is also a solo world traveler.
Justin joined YHB in 2013 with a Bachelor’s degree in Accounting with a concentration in financial planning from Shepherd University. He is on the Executive Committee for the National CPA Health Care Advisors Association (HCAA) and is part of the HCAA’s Dental CPA sub-group. He is also a member of the American Institute of Certified Public Accountants (AICPA) and the Virginia Society of Certified Public Accountants (VSCPA).
Justin is a key member of YHB’s Healthcare Team and focuses his practice on meeting the tax, accounting and business consulting needs of medical and dental practice groups and their members. He uses his industry expertise to help medical practitioners identify ways to reduce costs, improve operations, and increase profits.
Justin is also a culture leader at the Firm by serving on several internal committees. He has given multiple presentations on tax reform, including specific presentations geared towards healthcare practices, and how new tax laws will impact their industry.
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“The expertise, knowledge and professionalism from Justin is so reassuring. Justin is the BEST!!” – Patti H.
A Frederick County native, Elaine has been with Yount Hyde Barbour since beginning her accounting career in 1994. She holds a B.B.A. degree as well as a Master of Science degree, both from James Madison University. She is a member of several organizations such as the American Institute of Certified Public Accountants, the Virginia Society of Certified Public Accountants, the Frederick County Easement Authority, and the Winchester Kiwanis Club.
As the leader of our Family Wealth Services Team, she provides comprehensive tax, estate, trust, and gift planning and advisory services to wealthy families and individuals. Elaine also has extensive experience in conducting audits and providing tax compliance and consulting services to nonprofits and governmental entities.
One of Elaine’s greatest strengths is her ability to explain financial matters in terms non-accountants can understand, and to proactively inform YHB clients of developments that may affect them. In addition, she has a thorough understanding of estate planning issues, as well as a proven ability to work with family dynamics. As a result, she can meet the full range of a client’s tax and estate planning needs, from serving as a trustee and managing finances to helping with business succession planning. She is especially good at helping clients get caught up with past-due tax returns.
To help clients develop effective tax and estate plans, Elaine takes extra measures to learn about their goals, circumstances, and needs, particularly any that may require special financial strategies. She strives to come to a full understanding of family relationships and issues that may affect the planning process, and to work through them to achieve consensus about the plans she helps develop. After assisting with plan implementation, Elaine keeps in contact throughout the year to help clients stay on top of their finances and make sure their plans are on track.
Elaine enjoys family vacations, particularly swimming at the beach in the summers. Her hobbies include shopping for and collecting antique Nippon ceramics, and riding motorcycles.
Sam earned his masters of science degree in accounting from the University of Baltimore in 1973. He has over 40 years of tax and accounting experience. Sam joined YHB in 2022 after working with Glass Jacobson since 1999.
He is a certified public accountant (CPA) in the states of Maryland and Florida and is a member of the Maryland Association of CPAs, the American Institute of CPAs and the Florida Institute of CPAs.
Sam specializes in state, local and federal tax code, tax planning and preparation, and tax audit and issue resolution.
Sam currently sits on the MACPA tax committee, assisting Maryland in tax code updates and changes. He has served as an advisor to the state since 2000.
In his spare time, Sam enjoys golfing as well as volunteering with the Johns Hopkins Children’s Center and the Johns Hopkins Hospital.
Dan is a Northern Virginia native and a 1987 graduate of James Madison University with a Bachelor’s degree in Accounting. He also earned a Masters of Business Administration degree from George Mason University in 1989 and a Masters of Science in Taxation degree from Georgetown University in 1993. Dan has practiced public accounting for over 26 years and joined the Leesburg office of YHB in August 2002. He has considerable experience in tax compliance, research and planning for various business entities, including those engaged in commercial and residential real estate activities
Bob is a graduate of Indiana State University with a Bachelor of Science and a Master of Science in Psychology, later receiving a second Master of Science degree in Taxation from Southeastern University. Bob is an IRS Enrolled Agent (EA) and regularly represents clients before the IRS and state taxation authorities when needed. He also holds the Certified Financial Planner (CFP) designation.
Bob has held a position at General Business Services (GBS) at the National Office headquarters in the Individual Returns Department. He also worked at First Virginia Bank trust tax department preparing trust and estate tax returns and at American Express Tax and Business Services. He then joined the CPA firm of Wilhelm & Associates, Ltd team focusing on small business and trust and estates thus leading him to the YHB family.
Bob specializes in taxation for individuals with small businesses as well as individual and trust and estate tax returns. He handles IRS and state correspondence for clients to resolve inquiries from the authorities. He is an active member of the Maryland Society of Accountants & Tax Professionals (MSATP).
In his free time, Bob enjoys hiking, going to music concerts and attending sporting events, especially baseball.
Riley graduated from Auburn University in 2010 with a bachelor’s degree in business. He received his Master in Accounting in 2011 from Middle Tennessee State University before joining YHB in 2012. Riley has been a licensed CPA since 2014 and has worked with clients throughout Northern Virginia providing tax and advisory services to help them achieve their goals.
While he has broad experience working with clients, his focus over the last several years has been working with corporate and government contracting clients.
While he has broad experience throughout his time with YHB, most of his time is spent working with S-Corporations, C-Corporations, Partnerships and sole proprietors. He works with companies of all sizes in nearly all industries, including government contractors, construction, real estate, professional service companies and medical practices. He works closely with clients in all stages of the business life cycle.
Riley also works with individual clients including business owners, high net worth individuals, rental property owners. He believes it is important for one YHB team member to oversee the business tax returns and the personal returns to make sure we make sure our clients are taking advantage of all possible strategies.
He enjoys laying out all options when it comes to making decisions and providing the impacts of those options. He feels that tax law changes present opportunities for planning and that the more you know, the more options you have. He also enjoys introducing new ideas to clients and making sure his clients are aware of all possible tax strategies to minimize tax in current and future years.
Riley focuses on his client’s specific needs to ensure they are aware of all tax opportunities, addressing internal challenges, increasing profitability, retaining top talent, incentivizing employees, making the best plan possible for the future. Riley is a team player and becomes part of the client’s team as a third-party advisor.
Riley is a native of Northern Virigina. He and his wife have two children. He enjoys playing golf, wood working and hunting.
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“Riley is always available to answer questions and always thorough in his responses.” – Jamil A.
Wesley joined Yount, Hyde and Barbour, P.C. in November, 2012, and specializes in providing tax and attest services to many of the Firms construction and real estate clients. He splits his time between the YHB Leesburg and Winchester offices. Wesley earned his Masters of Science Accounting Degree in 2008 from Strayer University, and became a CPA in 2010. Wesley is a member of the American Institute of Certified Public Accountants, the Virginia Society of Certified Public Accountants, and the Construction Industry CPAs/Consultants Association.
Debbie began her career in accounting over 20 years ago after receiving her Bachelor of Science in Accounting from Carlow University in Pittsburgh, Pennsylvania. She began her career gaining experience in both accounting and tax at a local Pittsburgh CPA firm, and she attained her CPA license after passing the exam on her first attempt. She went on to work in the tax department of Sisterson & Co. LLP, a Pittsburgh regional firm. Debbie joined Wilhelm & Associates Ltd. in October 2019, joining the YHB family in 2021.
With her over 20 years of tax experience she has expertly specialized in the area of tax compliance and planning for high-net-worth individuals and their related trusts, partnerships, S corporations and private foundations. She is an active member on the AICPA and PICPA (Pennsylvania Institute of CPAs).
For years, Debbie has dedicated her practice to complex tax returns and issues, tax research, and tax planning for businesses and individuals. She is a certified CPA in both Pennsylvania and Virginia.
In her free time, she volunteers and serves as the Treasurer of the Economic Club of Pittsburgh. She enjoys road trips with her husband to visit and explore historical settings and to walk through caves and along mountain trails. Among her favorites of these are Gettysburg, PA, Fredericksburg, VA, Hocking Hills, OH and the Smoky Mountains near Gatlinburg, TN. She also finds joy in spending time with family, reading, and taking walks around her neighborhood with her dog Charlie.
Shelley has worked exclusively on the bank team since joining YHB. Shelley’s experience includes all aspects of bank taxation compliance and consulting. Shelley’s unique combination of bank audit and tax experience is an asset to the team. Shelley is a graduate of Shepherd University and regularly leads bank tax training for our staff and clients.
Since beginning his accounting career at YHB in 1998, Alex has provided tax planning, compliance, business consulting, business valuation and litigation support services to closely held businesses, high net worth / high net income individuals, and other clients in a variety of industries and professions. He has a B.S. in accounting as well as an M.S. in accountancy (concentration in taxation), both from Virginia Tech.
Alex is involved in several organizations including the American Institute of Certified Public Accountants, the Virginia Society of Certified Public Accountants, and is licensed as a CPA in Virginia and West Virginia.
His experience includes assisting business owners with succession planning, analyzing financing structures, and negotiating business sales and other transactions. At YHB, he helps guide the firm’s Business Valuation and Litigation Support Team, in addition to providing clients with comprehensive tax and consulting services.
Alex excels in helping clients leverage opportunities to save tax while staying within IRS guidelines. He is skilled in providing international tax services, representing clients before tax authorities, and serving as an expert witness for clients engaged in the litigation process. As a Certified Valuation Analyst (CVA) and a CPA Accredited in Business Valuation (ABV), Alex also provides valuation services for gift and estate tax reporting, estate planning, due diligence in relation to buying and selling a business, marital dissolutions, and owner disputes.
In serving clients, Alex strives to deliver five-star service characterized by responsiveness, timeliness, thoroughness, accuracy and proactive communication. He also thoughtfully monitors business trends, changes in tax laws and developments in the economy to see how they may affect the clients he serves, so he can proactively help them take appropriate steps to reduce their tax liability and better achieve their financial objectives and goals.
Amy completed her Bachelor’s of business administration degree in accounting at Midwestern State University in 2000 and the earned her CPA designation in 2005. She is a member of the Virginia Society of Certified Public Accountants.
Amy has been performing tax and accounting services for more than 20 years. Prior to joining YHB in 2021, she was a member of the Wilhelm & Associates team as a Tax and Accounting manager for 14 years providing services to individuals and small businesses.
She specializes in accounting, payroll and income tax services focusing on small business in addition to individual tax preparation and planning. She is also knowledgeable in multi-state income tax and the cost and accounting requirements for government contractors. She has expertise in both QuickBooks Online, QuickBooks desktop and with various integrating applications.
Strong client relationships begin with communication and trust. She intricately listens to her clients’ goals, concerns, and obstacles in planning a path forward. Amy enjoys building long-term relationships with her clients as they achieve their goals.
Amy’s husband is an Air Force Pilot; they have 3 energetic, growing boys! Outside of the office, she enjoys outdoor activities, hiking, camping and watching her boy’s sporting events. In the community, she is involved with her church, Scouts BSA, and volunteers with various non-profit organizations. In her spare time, she enjoys scrapbooking.
Kim graduated from James Madison University with a Bachelor of Business Administration in Accounting. She is a licensed CPA with 25 years of diverse accounting experience. Kim has extensive experience in assisting clients in preparing financial statements in accordance with current standards, preparing tax returns, conducting reviews and compilations for construction contractors and small businesses.
Kim is a member of the American Institute of Certified Public Accountants and the Virginia Society of Certified Public Accountants. She has previously held board positions on the RHS, NRMS, and BRES PTAs, BSA Troop 14, Fawn Lake Fliers Swim Team, Fawn Lake Triathlon, and is currently active with the Fredericksburg Regional Chamber of Commerce.
Kim’s strongest skills cover many aspects of financial reporting and taxation, including cost control principals, ledger analysis, financial statements, budgeting, taxation, and economic regulations. Her broad experience in this deadline-driven environment enables her to successfully help build a better financial future for both regional businesses and individuals.
David received his Bachelor of Science degree with a major In Accounting and Finance from Marquette University and received his Juris Doctor degree from George Washington University. He has worked in the fields of tax planning and preparation and business consulting since 1980. Prior to joining YHB in 2022, David worked at Glass Jacobson as a Senior Tax Manager.
After graduating from law school, he worked for two years at Alexander Grant & Company (now Grant Thornton) before he moved into the corporate world. He has worked 8 years in the tax department of NCHP, the nation’s largest owner and manager of federal subsidized housing and another 7 years as a principal in a small real estate company. His experience includes serving as VP-Finance for several mortgage lenders, CFO and General Counsel of a mental health start up, providing forensic accounting services for several litigious divorce proceedings and acting CFO for a large commercial window company.
David is on the board of directors of Human & Civil Rights Organizations of America, Inc., a 501(c)(3) organization that assists charities in raising funds, primarily through the Combined Federal Campaign.
He also enjoys playing golf in his free time.
Michael has a Bachelor of Science degree in Accounting from St. Joseph’s University and an education certificate from the College for Financial Planning.
He became a certified public accountant (CPA) in 1992 and a certified financial planner (CFP®) in 1997. He is an investment advisor representative, an accredited investment fiduciary, an accredited domestic partnership advisor (ADPA) and a certified divorce financial analyst (CDFA™). He also is a licensed annuity, life, and health insurance agent. Michael is a member of the American Institute of CPAs (AICPA), the Maryland Association of CPAs (MACPA), and the Financial Planning Association.
Michael joined YHB in 2022 with Glass Jacobson Financial Group. He comes with over 10 years of experience.
Michael specializes in accounting and tax compliance and has extensive experience working with real estate management and development firms, professional service businesses, retailing, franchises, hi-tech industries, investment companies, start-ups, not-for-profit organizations, and medical practices. He also helps his clients with income tax planning, investment management, and retirement planning.
Cathie joined YHB in 2020 with a Bachelor of Arts degree in Accounting from Michigan State University. She has over 30 years of public accounting experience including having owned and operated her own firm. Cathie has served clients in a variety of industries by providing tax, accounting and consulting services. Cathie has used her tax expertise not only to serve her clients, but also her peers through leading tax training courses and tax talks. She is based out of our Winchester office.
Cathie is a member of both the Virginia Society of Certified Public Accountants (VSCPA) and the American Institute of Certified Public Accountants (AICPA). Cathie is licensed in both Virginia and Florida.
Cathie has several Pugs and enjoys their help with gardening, wine making and canning.
Christen is a Manager based in our Winchester office. She received her Bachelors degree in Accounting and Finance in 2006 and her Master of Science in Accounting in 2007 from the University of Virginia. After graduating she spent time as an Analyst at Accenture then as a Senior Associate at PricewaterhouseCoopers in McLean, VA.
Christen joined YHB in 2011 working across the Firm providing tax and advisory services to clients. After several years of working at YHB Christine returned to the University of Virginia to successfully receive her Masters of Business Administration in 2017.
Christen provides a sounding board for business owners ideas and suggests ways to address challenges and help you take care of daily operations and plan for the future of your business.
Her specialized understanding of a wide variety of industries enables Christen to deliver exceptionally effective service and advice. Her community of professional contacts allows her to quickly connect you with the other resources you may need to achieve your objectives.
Whether you need a bookkeeper for your startup, a part-time CFO for your growing business, or a replacement for someone who’s left, Christen is ready help you exceed expectations.
University of Virginia
Christine earned a bachelor of business administration from Radford University in 1992. Before joining YHB in 2022, she worked on the Glass Jacobson team for 11 years.
Christine prepares corporate and individual tax returns and 1099 returns. She also works on payroll and provides bookkeeping support.
Christine has her QuickBooks™ ProAdvisor certification.
In her spare time, she enjoys visiting local craft breweries and going to the beach.
Brian is a 2000 graduate from Virginia Tech with a Bachelor’s degree in Accounting. He joined the firm shortly after graduating and is now a tax principal in the Leesburg office. As a native of western Loudoun, Brian is familiar with the diverse people, places, and ideas that make Loudoun County unique.
He is experienced in providing income and business consulting to highly successful individuals in numerous professions. Brian is also involved with the family wealth planning team where he focuses on estate planning, taxation, estate, and trust administration.
With over 21 years of public accounting experience, Brian brings his unique relational style to providing real solutions to clients. In addition to individuals, his practice spans a variety of industries and includes tax and business consulting services to closely held companies, corporations, partnerships, and limited liability companies.
To stay on top of national and local changes or trends Brian is an active member with the American Institute of Certified Public Accountants (AICPA) and the Virginia Society of Certified Public Accountants (VSCPA). He also serves as the Treasurer on the Executive Committee and Board of Directors of the Loudoun County Chamber of Commerce.
Working with clients in such a close role is not one that Brian takes lightly. While the importance of being technically sound is always a priority, it is not lost on Brian the reason we do what we do – people. Brian’s goal is to develop a lasting relationship with each client that moves beyond compliance to providing real solutions that deliver peace of mind.
Brian is readily accessible to provide advisory services on technical questions and simple ones. He regularly meets with bankers, attorneys, real estate agents and various other service providers to assure his clients always have access to the experts they need.
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“I highly recommend YHB. I am confident in the way they handle our business and personal taxes, working to help us benefit as much as possible, while remaining within the confines of the tax laws. They also really stay on top of the ever-changing tax landscape, so I know we are getting the best tax advice. I most value the relationship we have with Brian Kling, our CPA. He quickly responds to our questions and concerns, not just at tax time.” -Tammy S.
Jody has over thirty-five years of accounting and tax experience. She began her career at the firm in 1994 and is currently a Senior Manager. Jody earned her bachelor of science degree in accounting from the University of Maryland and became a certified public accountant in the state of Maryland in 1984. She is a member of the Maryland Association of CPAs.
As a manager, Jody’s duties encompass managing a staff of accountants and prioritizing and assigning client workflow. She also has experience as a bookkeeper which augments her ability to identify and solve clients’ problems regarding income statements and balance sheets. Jody has serviced clients in a wide range of industries with an emphasis in construction, food service, professional service industries, and retail.
In addition to providing clients with general compliance services that include compilations, reviews, corporate and individual tax planning and preparation, Jody is an advanced certified QuickBooks ProAdvisor. She has extensive experience installing, training, and providing troubleshooting services for clients utilizing QuickBooks® software.
Krystal is a 2003 Virginia Tech graduate and joined YHB in 2020. She has over fifteen years of public accounting experience working with and advising high net worth individuals, trusts, and closely held businesses. Krystal specializes in income tax planning, compliance, and review. She serves as an advisor to her clients by providing tax guidance and business planning strategies.
Since joining the industry Krystal has held several leadership roles in the VSCPA. Currently, she serves as the Chair of the VSCPA Diversity, Equity and Inclusion advisory council and also on the planning committee for the AICPA Engage conference. In 2020, Krystal was honored to be named one of the Washington DC Metro Area’s Top CPA’s by Washingtonian Magazine for the 4th time and was also voted as a Top Financial Professional by Northern Virginia Magazine in 2019.
To help clients develop effective tax strategies, Krystal takes extra measures to learn about their future plans, circumstances, and needs, particularly any that may require special tax or financial strategies. She takes the time to listen and develop a full understanding of clients goals and how to achieve them. After assisting with plan implementation, Krystal keeps in contact throughout the year to help clients stay on top of their finances and make sure their plans are on track.
Brian is a Manager at YHB with over 15 years of experience in the accounting industry. He graduated from Potomac State College of West Virginia University with an Associates in Engineering in 1982, and from West Virginia University with a bachelor’s degree in Accounting in 2006. He later went on to receive a Master of Science in Taxation in May of 2020 from California State University Fullerton. Brian received his CPA in 2010 and is licensed in both Virginia and California.
Brian specializes in S-Corps and C-Corps, Partnerships, and individual tax. His expertise is in a variety of industries including manufacturing, distribution, construction, and real estate. In working with clients, he listens carefully to what their needs are to ensure he is providing the best service. He believes in being very responsive to his clients and giving timely and proactive advice.
He is a member of the American Institute of Certified Public Accountants (AICPA) and the Virginia Society of Certified Public Accountants (VSCPA). Brian is also a prior Rotary member and has volunteered in various capacities for his community.
In his free time, Brian enjoys hiking and going to art festivals. He played softball for over 25 years and coached youth t-ball. He is also a prior Rotary member and has volunteered in various capacities for his community.
Georgia joined YHB in 2006 with a Bachelor of Science degree in Accounting and a Bachelor of Science degree in Business Administration from Shepherd University. She became a Certified Public Accountant in 2012. Georgia is a member of our Community Bank Team and her experience includes all aspects of bank taxation compliance and consulting. She currently works in our Winchester office.
Georgia is a member of both the Virginia Society of Certified Public Accountants (VSCPA) and the American Institute of Certified Public Accountants (AICPA).
Jennifer is a 2001 graduate of Old Dominion University where she earned her bachelor’s in both Accounting and Finance. She later became a Certified Public Accountant in 2004. Jennifer joined the YHB Community Bank Team in October of 2017. Prior to joining YHB, her career spanned from working with non-profits to her current specialty in working with Community Banks.
Jennifer is an active member of both the Virginia Society of Certified Public Accountants (VSCPA) and the American Institute of Certified Public Accountants (AICPA). She also serves on the Board of Directors of United Way of the Northern Shenandoah Valley.
Jennifer’s experience includes all aspects of bank taxation compliance and consulting. Her unique combination of bank tax experience is an asset to the team.
Monica is a graduate of the University of Baltimore, where she received her bachelor of administration degree in accounting in 2015 and in 2018, she obtained her Enrolled Agent (EA) license. Monica joined the YHB in 2022 from the Glass Jacobson team, where she worked for four years.
Monica has experience in tax and financial accounting, working with individuals and corporations. She specializes in passthrough entity, gift, fiduciary, estates and trust tax returns. In addition to this, Monica also handles individual on a multi-state and international level.
In the past, she has written articles for the Glass Jacobson blog regarding tax issues, as well as speaking in webinars during COVID on the CARES Act and its implications.
Monica values communication with clients, while being responsive to specific needs. She communicates in a manner that is best tailored to individuals’ needs.
Monica is a member of MACPA.
In her free time, she loves spending time outdoors, whether that is camping or hiking. She is an avid runner, having done a few half marathons. In 2017, she went skydiving over Delaware and absolutely loved it!