May & Barnhard, PC is a certified public accounting and financial consulting firm dedicated to providing full service financial planning, tax, audit and other accounting services. The company is designed to meet the needs of individuals, closely-held businesses and not-for-profit organizations. The firm is committed to providing high quality professional services with a personal touch. Our goal is to be your, and your family's, financial advisor for life. We bring to each client extremely qualified individuals with diverse areas of specialization, as well as general accounting backgrounds. We have Certified Public Accountants (CPA), CERTIFIED FINANCIAL PLANNER™ practitioners (CFP®), and Certified Divorce Financial Analysts™ (CDFA™) on staff. Our firm is registered with the State of Maryland as a registered investment advisor. We offer our annual investment advisor filing to all financial planning clients who wish to receive a copy. Our CFP® practitioners are also members of the Financial Planning Association. May & Barnhard's professionals are members of the American Institute of Certified Public Accountants and the Maryland Association of Certified Public Accountants. As such, we participate in the practice monitoring program and have successfully passed quality reviews by our peers, with unqualified opinions. Our Partners have over 60 years of combined experience in national and local accounting firms and in private industry.
MD License #29056 Debora E. May, CPA, CFP®, CDFA™ Under the direction of Debora May, CPA, CFP®, CDFA™, our firm offers fee-only comprehensive planning for individuals and businesses in the following areas: - Retirement and College Planning
- Investment Consultation and Monitoring
- Divorce Planning
- Estates and Trusts
- Insurance
- Budgeting and Cash Flow Planning
Ms. May has been recently voted by her peers as one of the top financial planning experts in the Washington, D.C. area by Washingtonian Magazine. She was also named in the other two polls sponsored in the past. She has over 29 years of experience. She has professional credentials as a Certified Public Accountant, CFP® practitioner and Certified Divorce Financial Analyst™. As such, this division also offers litigation support, divorce consultation, mediation and collaborative divorce assistance and expert witness testimony. She currently serves on the board of directors for the CDRP (Collaborative Dispute Resolution Professionals, Inc.) in Maryland. |  | Jeffrey A. May, CPA
Mr. May is the technical partner in charge of the tax practice at May & Barnhard, PC. He is responsible for the overall quality control of the tax practice, which specializes in providing tax services and benefit planning to individuals, closely-held businesses and not-for-profit organizations. While Mr. May enjoys a diverse industry mix of clientele, he is known for his expertise in the professional services, real estate, oil and gas, retail, government contracting and internet commerce industries. He also works closely with not-for-profit organizations, helping them obtain tax exemption, addressing unrelated business income tax complexities, and achieving public support tests.
| | Judith P. Barnhard, CPA Ms. Barnhard is the partner in charge of the accounting and audit practice at May & Barnhard, PC. She is responsible for the overall quality control of the audit practice, which specializes in providing accounting and auditing services to not-for-profit organizations, government contractors, retail organizations and closely held businesses. Ms. Barnhard also prepares tax returns for businesses, not-for-profits and individuals. She is the former Chair of the Accounting Standards Committee of the Maryland Association of CPAs and has spoken and written on such topics as joint allocation of fund-raising costs, unrelated business tax, and other issues related to not-for-profit accounting. | | Gail R. Halpern, CPA, PFS Ms. Halpern is a consultant at May & Barnhard in the areas of trust, estates, and personal financial planning. In the area of trusts and estates, her primary focus is on trust and estate planning, international estate planning and administration. In the area of personal financial planning, she specializes in income tax planning, intra-family income shifting, cash flow planning, investment planning, retirement planning, and insurance planning. Ms. Halpern also prepares estate, fiduciary, and individual tax returns. | | Keri L. Woodworth, CPA Ms. Woodworth is the director of the tax and accounting services division at May and Barnhard. Tax services includes managing the preparation and review of federal and state income tax returns for corporations, partnerships, non-profit organizations, and individuals. She is also responsible for all accounting and bookkeeping functions within the firm; preparation of compiled financial statements; all payroll issues; and personal property returns. Ms. Woodworth also performs audit and review engagements for non-profit organizations. Her interest and experience is with closely held, entrepreneurial businesses and its owners. Ms. Woodworth is also responsible for consultation, implementation, training and on-going support for clients who have QuickBooks software. |  | Jane M. Ochsman, CPA, CFP®, CDFA™ Ms. Ochsman is the manager of the financial planning and litigation support division at May & Barnhard offering clients divorce planning, financial and tax consultation, and expert witness testimony. She provides personalized advice and support to clients in making crucial and informed choices to protect, preserve, and grow their financial assets. Ms. Ochsman has over twelve years of experience in the financial and accounting services industry with emphasis on individuals, closely held businesses, and real estate. Ms. Ochsman is certified in accounting, financial planning and divorce financial analysis and is trained in mediation and collaborative divorce. She is active in the Collaborative Dispute Resolution Professionals (CDRP) in Maryland, the District of Columbia Association of Collaborative Professionals (DCACP), the Collaborative Professionals of Northern Virginia (CPNV) and is a member of the Maryland Association of Certified Public Accountants (MACPA) and the Financial Planner’s Association (FPA). Ms. Ochsman has served as a volunteer in a leadership capacity for various charities to benefit medical and children’s causes and enjoys competitive tennis. |  |
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