We realize the value that well-educated, experienced personnel bring to the process of establishing mutually beneficial client relationships. The decision making required to select an experienced, reputable tax advisor must, of necessity, demand nothing less. Our members, therefore, present not only strong academic credentials and diverse professional backgrounds, but comply with all continuing professional education requirements in their respective areas of expertise.

We also appreciate the importance of continuity in preserving such long-term relationships and the comfort that clients derive in knowing their requests/inquiries will be addressed by professionals familiar with their needs. Our team approach to account management and support, thus, strives to give all our clients the full benefit of each professional's specific expertise.

Richard T. Werner, CPA
[Founder and Member]

Richard T. Werner entered the public accounting profession in 1978 and, thus, offers a broad range of tax, accounting, audit, and financial management experience. Mr. Werner has specialized in providing tax-related services to taxpayers and business entities of all types, conducting audits and reviews of commercial and not-for-profit organizations, and assessing financial management systems, procedures, and controls. Mr. Werner has served in the capacity of Co-Director, Partner, and Treasurer for both small and large organizations, respectively. Consistent with founding objectives, the primary focus of Mr. Werner’s attention now encompasses the areas of tax planning, preparation, and review coupled with helping small to mid-size businesses make better informed decisions given the multitude of tax and accounting alternatives available under prevailing rules and regulations. Professional Memberships: American Institute of Certified Public Accountants (AICPA), Virginia Society of Certified Public Accountants (VSCPA), National Association of Tax Professionals (NATP), Education: Rider University (BS Degree, Accounting).

Nancy L. Duncombe, MBA
[Founder and Member]

Nancy Duncombe worked to expand a base of healthcare management competencies and subsequently entered the field of financial/operational management in 1986. Ms. Duncombe, thus, offers a wide range of experience in evaluating financial management systems, structures and controls, developing operational policies, procedures and guidelines, and implementing quality assurance measures in both commercial and not-for-profit environments. Over time, Ms. Duncombe has provided financial management services in the role of Program- and Co-Director both locally and abroad. To comply with federal regulations and enforce related safeguards, the primary focus of Ms. Duncombe's attention now encompasses facilitating the flow/substantiation of data from client to e-file recipient and ensuring adherence to all tax preparation/review cycle controls. Professional Memberships: Healthcare Financial Management Association (HFMA), National Association of Tax Professionals (NATP), Education: George Washington University (BA Degree, Communications), University of Virginia (MA Degree, Education), Loyola College-Maryland (MBA Degree).