Gross, Mendelsohn & Associates

Baltimore, United States

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Description

Specialties

We are Baltimore-​based CPAs and consultants serving privately-​held businesses, nonprofits and families in the Mid-​Atlantic region.

We specialize in serving construction contractors, distributors, long term care healthcare providers, manufacturers, nonprofit organizations, real estate developers and managers, and service businesses.

In addition to offering traditional audit, accounting and tax services, the firm provides personal financial planning, litigation support, asset management, business valuation and technology consulting.

History

Established in 1960.

Founded in October 1960 by Jerome A. Gross, CPA, and Martin S. Mendelsohn, CPA, the firm has built its reputation on core values, including creative solutions, outstanding client service and the belief in maintaining the highest quality and ethics in the accounting profession.

«The firm’s first generation of leaders left an impressive mark on Gross Mendelsohn’s culture and commitment to the Baltimore business community,» reflected David Goldner, CPA, CFP, CVA, after assuming the role of managing partner at the firm in 2009. «I believe the firm has thrived over the years, in part, because of the core values that run so deeply through the firm and its people.»

Meet the Business Owner

David G.

Business Owner

With nearly 30 years of service at the firm, David Goldner, CPA, CFP®, CVA, enjoys working with high net worth families and individuals, many of whom are business owners and investors in the real estate and construction, manufacturing and service sectors.

As a tax partner at Gross Mendelsohn, David provides integrated tax, investment, estate and financial planning services to high net worth families and individuals. He also provides business valuation services for estate, litigation and planning purposes, and is experienced in handling special situations such as the acquisition or sale of a business.

David also provides litigation support services and has qualified as an expert witness. In addition to being a Certified Public Accountant, David is a Certified Financial Planner™ professional, and a Certified Valuation Analyst.