Benjamin Schabert, CPA, EA
Senior Tax Manager
Areas of Concentration
Preparation of complex individual, partnership, corporate, and exempt organization income tax returns.
Preparation of complex gift, estate, and trust tax returns
Tax planning for individuals, businesses, estates and trusts.
Development of high-level estate and gift tax strategies
IRS and state tax notice resolution
IRS audit representation
Financial statement compilations and reviews
Licenses/Certifications
Certified Public Accountant in Virginia, 2019
IRS Enrolled Agent, 2011
Education
Bachelor of Arts in History & Political Science, Randolph-Macon College, Ashland VA – 2004
Career Studies Certificate in Accounting, Northern Virginia Community College, Alexandria, VA – 2015
Civic Involvement
Member, Estate Planning Council of Montgomery County, MD