Dear Friends, Clients, Colleagues:
Twenty-six years ago I took a risk and opened my own tax and accounting firm. It has been one of the most rewarding and challenging experiences of my life. Some of you may even remember meeting in my home to discuss taxes while my kids were running through my office. I am humbled to have grown this firm to where it is today, all thanks to my dedicated staff and loyal clients. I cannot be more grateful for the opportunity to serve your tax and accounting needs.
At this time, I am very pleased to announce that James Marshall, a colleague of many years, will be joining and ultimately taking over my practice. This will provide me with more time to spend with family and to pursue interests outside of accounting, including the remote possibility of tackling my wife’s to-do list.
I believe that James’ calm demeanor, work ethic, and extensive tax and accounting knowledge will be great assets in seamlessly transitioning the firm. James graduated from Penn State University in 1991 with a BS in Accounting & Finance. He joined the Big 4 Accounting Firm Price Waterhouse in 1992 (now PricewaterhouseCoopers – PwC) and subsequently completed a Masters in Taxation Degree at American University in 2010. Seeking more time with his family, James left PwC after 17 years and started J Marshall & Associates LLC in July 2008.
James grew up in Harrisburg, Pennsylvania. After graduating high school, James joined the Pennsylvania Air National Guard, serving our country for 29 years prior to retiring as a Lieutenant Colonel in December 2015. He has been married to his wife Camilla for 13 years and together they have two sons, James III, 10 and Joshua, 8.
Effective August 1, 2018, I became a member of J Marshall & Associates LLC. The combined firms will do business under the trade name of Marshall and Reumont CPAs. All staff at Reumont CPA, including myself, have transitioned to the combined firm and will continue to support your tax and accounting needs, headquartered at our Silver Spring office on Tech Road. Accordingly, you will not experience significant change other than the way we answer the phone or update our website.
We are excited about this change and are happy to field any questions or concerns that this time. I greatly value our relationship and I look forward to continuing them as I gradually transition into retirement over the next few years.
David A. Reumont CPA CFP CVA MAFF PFPS
David A. Reumont CPA, PC