Richard E. Morris, CPA, MST
Executive Vice President/Director, Tax Services
7910 Woodmont Ave., Suite 500
Bethesda, MD 20814
301-986-0600
www.cbmcpa.com
Q; What type of clients do you work with?
A: We provide tax, accounting and advisory services to closely held businesses and individuals facing complex tax situations. We offer holistic, comprehensive tax and financial planning including investment management services through our subsidiary, May Barnhard Investments.
Q: What makes your client service approach unique?
A: Tax policy is an ever-shifting landscape due to continual changes in local and federal laws. CBM is always planning for our clients’ goals, and we advise clients whenever there are changes that impact them. Our goal is to win a client’s faith in us as their trusted advisor.
Q: What do you find most satisfying about your job?
A: I got into this business to help clients maximize their after-tax wealth. Our clients go to work or start businesses to take care of their families and their communities; CBM’s satisfaction is seeing them succeed and knowing we played a small part in that success. Our team’s expertise provides peace of mind and confidence about the financial road our clients are on.
Q: What licenses, credentials or other certifications do you hold—and why do they matter to your clients?
A: I’ve accumulated a CPA license, a master’s degree in taxation and a Series 65 license, but the ultimate credential and the highest priority is my client’s trust. We want CBM’s clients to know they’re working with highly qualified professionals and many of our team members hold several qualifications. We encourage our team members to pursue the most fitting designations as soon as they begin serving clients.
Councilor, Buchanan & Mitchell (CBM) has provided tax, accounting and advisory services to clients in the Washington, D.C. area and mid-Atlantic region since 1921. CBM is committed to providing exceptional financial solutions to ensure clients’ success, cultivating a diverse and collaborative team and leaving a lasting positive impact in our communities.
