Jordan P. Egert – CPA & Accounting Advisor | Councilor, Buchanan & Mitchell, PC (CBM) 📊💼

Professional Overview 👨‍💼

Jordan P. Egert is a Certified Public Accountant (CPA) and Accounting Advisor at Councilor, Buchanan & Mitchell, PC (CBM), based in Bethesda, Maryland. He provides accounting, tax planning, financial advisory, and business consulting services to individuals, businesses, and organizations. Jordan helps clients manage financial reporting, tax compliance, business planning, and financial strategy to support long-term financial success and business growth.

He works with clients to provide practical financial guidance, accounting solutions, and tax strategies tailored to their specific financial and business needs.

Career Background & Accounting Experience 📚

Jordan Egert has experience in accounting, tax services, financial reporting, and business advisory services. At Councilor, Buchanan & Mitchell, PC (CBM), he works with businesses, nonprofits, and individuals to provide accounting services, tax planning, financial consulting, and compliance support.

He assists clients with financial planning, tax preparation, financial reporting, business consulting, and accounting system management. Jordan focuses on helping clients maintain accurate financial records, reduce tax liability, and improve financial performance.

Services Offered 📊

Accounting & Financial Services

• Financial statement preparation
• Accounting and bookkeeping services
• Financial reporting
• Budgeting and financial planning
• Cash flow management
• Business financial consulting

Tax Services

• Tax preparation
• Tax planning strategies
• Business tax services
• Individual tax services
• Tax compliance and filing
• Tax strategy consulting

Business Advisory Services

• Business financial consulting
• Business planning and forecasting
• Financial performance analysis
• Accounting system consulting
• Business growth financial strategy
• Compliance and regulatory support

Value Proposition / Strengths ⭐

Jordan P. Egert is known for:

• Professional accounting and tax expertise
• Financial reporting and business advisory services
• Tax planning and compliance strategies
• Business financial consulting
• Helping businesses improve financial performance
• Personalized accounting and financial solutions
• Clear financial guidance and planning
• Supporting business growth and financial stability

He focuses on helping clients maintain accurate financial records, reduce tax liability, and improve financial performance and long-term financial stability.

Industries Served 🏢

• Accounting Services
• Tax Services
• Financial Consulting
• Business Advisory Services
• Nonprofit Organizations
• Professional Services Firms
• Small and Medium-Sized Businesses
• Financial Reporting & Compliance

Contact Information 📞

Jordan P. Egert, CPA
Accounting & Business Advisor
Councilor, Buchanan & Mitchell, PC (CBM)

📍 Address: 7910 Woodmont Ave, Suite 500, Bethesda, MD 20814
📞 Phone: 954-295-3148
📠 Fax: (240) 781-6203
🌐 Website: https://www.cbmcpa.com/people/jordan-p-egert/
✉️ Email: jegert@cbmcpa.com