Home About Us Our Team Our Team James D. Warring, CPA/PFS, CFP® Patti Johnson Joseph Lager, CPA, CDFA® Team Beverly Grimm, CPA Laura Cinnamon Jennifer Scales Team Diane Futrowsky, CPA Patrick Ryan, CPA Steve Pugliese Team Patricia Biscoe, CPA Jamie Smallcomb Our Team James D. Warring, CPA/PFS, CFP® Patti Johnson Joseph Lager, CPA, CDFA® Beverly Grimm, CPA Diane Futrowsky, CPA Patricia Biscoe, CPA Patrick Ryan, CPA Laura Cinnamon Jamie Smallcomb Jennifer Scales Steve Pugliese Services Tax Planning Accounting Escrow & Paymaster Services Who We Serve Businesses Individuals Resources Key Tax Numbers For 2022 2021 Year End Tax Planning Guides Tax Center Financial Calculators 199A Qualified Business Income Deduction Flowchart Client Center Client Collaboration Login Pay Invoice Connect Become A Client Locations Contact Us Client Collaboration Login Home / Connect / Location Location Rockville Office 1101 Wootton Parkway Suite 400 Rockville, MD 20852 Connect Become A Client Location Contact Us