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Bob Gallagher

Bob Gallagher
CFP®, MS Taxation, EA
About Bob

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.