About Jonathan D. Robbins

Serving Montgomery County, Maryland & the Washington D.C. area

About Jonathan Robbins


Licenses & Designations:

  • CFP #: 45920;
  • CPA #: I016265;
  • Firm’s MD DLLR Permit #: 31003

Certified Public Accountant, Licensed in Maryland, April, 1990
Certified Financial Planner™, Licensed May, 1995
Personal Financial Specialist, Designated by AICPA, February, 1997
Bar of the Court of Appeals of Maryland, Admitted December, 1988
General Bar of the United States District Court,
Admitted March, 1989
Bar of the United States Tax Court, Admitted September, 1993


Attorney-at-Law, Master of Laws in Taxation,
Certified Public Accountant (CPA),
Personal Financial Specialist,
Certified Financial Planner™ Practitioner

You can contact Mr. Robbins,
Email:
jonathan@jdrchartered.com
Phone: 301-299-8700

Education:

Master of Laws in Taxation, New York University School of Law, New York, NY, May, 1991
Juris Doctor, Emory University School of Law, Atlanta, GA, May, 1988
Bachelor of Science in Business Administration in Accounting, Bucknell University, Lewisburg, PA, May, 1985
Certified Financial Planner™, College for Financial Planning, Denver, CO, May, 1995

Tax Law & CPA Experience

Experience You Can Depend On...

Expert in Tax Law - Get the RIGHT HELP
for All Your Tax Services
Master of Laws in Taxation,
Certified Public Accountant

Business Planning

You Need Experience...

The preparation and filing of legal documents necessary in the establishment and operation of a business is time consuming and requires experience.

Financial Planning

Certified Financial Planner™
Chartered Global Management Accountant

In the purest sense, financial planning is, quite simply, cash flow planning.

OTHER SERVICES

We offer individuals and businesses a wide range of professional services.

Tax Planning

Helping clients prepare better for the future year to avoid mistakes and to take advantage of every tax break they are legally able to use.

Estate Planning

Counsels clients wisely regarding the effective and economical organization and disposition of their wealth.

Seminars For Future Attorneys

Learn how to succeed in law school, in their future legal careers and help them in non-legal careers after law school.




Providing excellent service means taking the time to listen. Mr. Robbins will work with you every step of the way to make sure you receive the services you need.