Jeremy Bendler

Jeremy Bendler, CPA, ABV
Owner/President, Bendler Mason & Company PC

Professional Experience
Jeremy P. Bendler is a Cofounder and owner of Bendler Mason & Company, P.C., in Bethesda, Maryland. Mr. Bendler is CoDirector of the Tax and Accounting Group. He also heads the Forensic Accounting team and provides Business Valuation Services. Mr. Bendler’s expertise includes: (a) tax planning, (b) tax and financial accounting, (c) forensic accounting, (d) fraud examinations, (e) business valuations, (f) business transactions, (g) tax audit support and counseling (h) succession planning.

Mr. Bendler provides clients with a level of personal attention rare in the industry and excels at providing a broad range of accounting services and analysis. By being responsive and taking a proactive approach to accounting and tax planning, he has helped his clients save time and money and in the process built close relationships with them, taking Bendler Mason & Company to a new level of partner-client rapport. In addition, one of Mr. Bendler’s specialized areas of expertise is in assisting clients make better use of technology. Mr. Bendler also has a proven track record of helping clients quickly and effectively implements new software into their operations with continued guidance, training, and support.

Mr. Bendler fills his role of trusted tax and accounting advisor to professional service firms in the Washington DC metropolitan area. Mr. Bendler advises business owners on topics such as choice of proper business entity, maximizing fringe benefits to owners, financial accounting requirements, income tax reporting, and internal controls. By taking a proactive approach to business advising Mr. Bendler has taken part in the growth of numerous professional service firms in the area including medical practices, law firms, architecture/engineering groups, public relations firms and consulting groups. Mr. Bendler’s strong foundations in tax and financial accounting are an asset to the firms he works with. Proactive analysis and creative solutions to client’s challenges set Mr. Bendler apart.

In addition to being licensed as a Certified Public Accountant (C.P.A.), Mr. Bendler holds an accreditation in Business Valuation (ABV) from the American Institute of C.P.A.’s. The ABV designation is granted exclusively to a premier group of CPAs who have been tested and are experienced with the technical skills and business acumen necessary to provide business valuation for a wide variety of purposes. Mr. Bendler has used his expertise in business valuation to plan and execute corporate mergers and buyouts, determine the value of assets and liabilities for a divorce settlement, develop estate and plans and assist lawyers in litigation including providing expert witness testimony.

Areas of Mr. Bendler’s practice include:
Preparation of income tax returns for individuals, corporations and partnerships
Financial statement preparation, compilation and review
Valuation of closely held businesses
Business transactions and succession planning
Tax audit support, counseling and resolution
Forensic accounting and fraud investigations
High level tax planning
Tax efficient retirement and education planning
Accounting systems software implementation, training and support
Expert witness testimony

Licenses/Certifications
Certified Public Accountant in Maryland, 2006
Accreditation in Business Valuation. American Institute of Certified Public Accountants, 2007
Certified QuickBooks ProAdvisor, Intuit

Professional Organizations
American Institute of Certified Public Accountants
AICPA Forensic and Valuation Services Section
Maryland Association of Certified Public Accountants
Association of Certified Fraud Examiners

Education
Mr. Bendler earned a Bachelor of Science degree in Fisheries Biology from Virginia Polytechnic Institute in Blacksburg, Virginia.
Mr. Bendler has an Associate of Applied Science in Accounting from Montgomery College in Rockville Maryland, with Honors.
Mr. Bendler continues his education in the fields of accounting, taxation, valuation, and fraud investigation-related topics through annual extensive course study.

Awards
Accounting Student of the Year, Rockville Campus Accounting Award
2014 SmartCEO Power Players Award

Appearances
Interviewed on Washington DC’s WTOP News Radio concerning non-taxable employee benefits, June 2008
Interviewed on Washington DC’s WTOP News Radio concerning year-end tax planning, September 2009

Lectures and Seminars
Business Valuation: What’s Your Business Worth, Exit Planning Exchange (XPX DC Metro)
Tyson’s Corner, VA, January 2012
Year End Tax Planning Strategies, AXA Advisors
Fairview, VA, December, 2011
Basics of Business Valuation, Montgomery County Bar Association, Business Law Section
Bethesda, MD, September, 2011
Year End Tax Planning Strategies, AXA Advisors
Fairview, VA, December, 2010
Year End Tax Planning Strategies, Lee Hecht Harrison
Tyson’s Corner, VA, December, 2009
Year End Tax Planning Strategies, AXA Advisors
Fairview, VA, December, 2009
Tax Planning for Seniors, Sunrise at Fox Hill
Bethesda, MD, November, 2009
Tax Planning 2008, AXA Advisors
Fairfax, VA, December, 2008
Protecting Businesses from their Employees, In-House
Bethesda, MD, July, 2008
Basics of Business Valuation, In-House
Bethesda, MD, August, 2007
QuickBooks and the Small Business Accounting Cycle, Eaglebank Executives
Bethesda, MD, January, 2007
Tax Concerns When Buying or Selling a Business, In-House
Bethesda, MD, June, 2006
Retirement Options for the Self-Employed, In-House
Bethesda, MD, October, 2005
Health Savings Accounts, In-House
Bethesda, MD, January, 2005