Lucy Perez

Tax Process Manager at Councilor, Buchanan & Mitchell, P.C. - Bethesda, MD, US

Lucy Perez's Contact Details
HQ
301-986-0600
Location
Clarksburg,Maryland,United States
Company
Councilor, Buchanan & Mitchell, P.C.
Lucy Perez's Company Details
Councilor, Buchanan & Mitchell, P.C. logo, Councilor, Buchanan & Mitchell, P.C. contact details

Councilor, Buchanan & Mitchell, P.C.

Bethesda, MD, US • 100 - 249 Employees
Accounting

* PROVIDING EXCELLENT CLIENT SERVICE FOR 100 YEARS (1921 - 2021) Since 1921, Councilor, Buchanan & Mitchell, PC (CBM) has provided clients in the DC and Baltimore Metropolitan area and the Mid-Atlantic region with audit, tax, accounting, and business advisory services. We are fully committed to providing clients with continuous access to our team of dedicated professionals who deliver realistic, clear and valuable solutions to their business or organization. CBM runs our practice and service our clients with the highest standards of professionalism, integrity and respect as we believe it is our responsibility to not only meet but to exceed our clients' expectations. These are the values that embody CBM. This year CBM is celebrating its 100th anniversary by holding various charity initiatives throughout the year. Visit our website for more information: https://www.cbmcpa.com/cbm-100/charities/AWARDS & RECOGNITION:• Top Regional Leaders, Accounting Today, 2021• #6 Metro-Area Giving (Small Businesses) – Corporate Philanthropy, WashingtonBusiness Journal• #5 Metro-Area Volunteer Hours (Small Businesses) – Corporate Philanthropy,Washington Business Journal• Councilor, Buchanan & Mitchell P.C. – 2020, 2019 and 2018 Top 25 Accounting Firms in the DC Metro Area (Washington Business Journal)• Debbie May – Top Money Expert, Washingtonian Magazine, January 2021• Pat Drolet – 2020 Virginia Society of CPAs Ruth Coles Harris Advancing Diversity and Inclusion Award• Debbie May – Top Financial Advisor, Washingtonian Magazine, January 2020• Councilor, Buchanan & Mitchell, P.C. – 2020 and 2019 Top Firm for Equity Leadership (Accounting MOVE Alliance, Accounting and Women's Financial Alliance) • Pete Reilly – 2019 Managing Partner of the Year, Rainmaker Companies

Tax Return Preparation/Tax Planning Financial Statement Audits Reviews & Compilations Wealth Management Financial Estate & Gift Planning Business Valuations & Succession Planning Trust Accounting Merger & Acquisition Support/Analysis Benefit Plan Audits Reviews & Compilations Estate & Gift Planning Business Valuations & Succession Planning Merger & Acquisition Support/Analysis Accounting Accounting Auditing and Bookkeeping Accounting Legal
Details about Councilor, Buchanan & Mitchell, P.C.
Frequently Asked Questions about Lucy Perez
Lucy Perez currently works for Councilor, Buchanan & Mitchell - CPAs and Business Advisors.
Lucy Perez's role at Councilor, Buchanan & Mitchell - CPAs and Business Advisors is Tax Process Manager.
Lucy Perez's email address is ***@cbmcpa.com. To view Lucy Perez's full email address, please signup to ConnectPlex.
Lucy Perez works in the Accounting industry.
Lucy Perez's colleagues at Councilor, Buchanan & Mitchell, P.C. are Holly Caporale, April Roberts, Debbie May, Steve Snee, Christina Vacek, Marissa Misner, Ngon Olive and others.
Lucy Perez's phone number is 301-986-0600
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