Reema Patel is a manager with Councilor, Buchanan & Mitchell, P.C. (CBM). Ms. Patel has nearly ten years of experience in public accounting, including former positions at a national firm. Her tax experience includes planning, research, preparation, and other services for individuals, businesses, and non-profit organizations. She specializes in audits, reviews, and compilations, focusing primarily on the automotive, non-profit, and professional services industries. She is also involved in employee benefit plan audits.
More recently, Ms. Patel has assumed additional leadership responsibilities at CBM. She has developed a business plan to deliver financial planning services to Generation X and Y professionals, thereby contributing to a new client model for the firm's future. She has also participated in the Greater Washington Society of CPA's Margaret De Boe Leadership Development program to enhance her management development, communication, and leadership talents.
Finally, Ms. Patel is one of the first participants in CBM D-PATH ("Diversity – Professional Accountants and Advisors Transforming the Horizon"), an internal diversity and inclusion initiative at CBM intended to provide leadership and business development, networking, and empowerment opportunities to female and minority professionals throughout the firm.
As Councilor, Buchanan & Mitchell P.C. celebrates its 100th anniversary this year, the professionals at our accounting, tax and advisory firm have a lot of success to look back on. Founded in 1921 and with offices in Bethesda, MD and Washington, DC to serve clients throughout the Washington, Baltimore and Mid-Atlantic regions, CBM serves not-for-profit organizations, auto dealerships, professional service firms, construction and real estate groups, other privately-held businesses and individuals. We also offer in-depth expertise in financial planning and investment advisory expertise and specialize in delivering financial services to individuals going through the dissolution of a marriage.
Now in our fifth generation of leadership, we pride ourselves on our technical savvy, our experience with closely held businesses, and our specialized industry expertise. Choosing a CPA and business advisory firm is an important decision. After all, your success — and your legacy — depends on it.