The MD&A Advantage
Founded in 1998 from the merger of two accounting firms, Markovitz Dugan & Associates (MD&A) today is a firm of 26 professionals serving hundreds of clients from diverse industries all over the United States. Our team includes 14 Certified Public Accountants and other licensed professionals.MD&A provides a full range of cost effective accounting and business consulting services to closely-held and family-owned businesses, startup enterprises, and high net worth individuals. Our clients come to us with a vision. Whether that vision is to acquire a new business or to save money on taxes, the MD&A team builds each client relationship on a personal level to transform vision into reality. It is the daily goal and purpose of MD&A to assist clients in ways that meet their needs, exceed their expectations, and achieve their desired success. We help our clients achieve more through innovative financial, tax and business advice designed to enhance productivity and profitability.
Our Clients, Our Purpose
From entrepreneurial start-up firms to generations-deep family businesses, architecture to auto dealerships, high tech to wholesale, each diverse MD&A client brings unique and individual needs to the table Industries we serve.Our Services
MD&A services include cost segregation studies, benchmarking studies, financial statements, business valuations, tax returns, estate planning, and more. Services we provide.MD&A Supports the Community
Recognizing that the tools, which aid in our clients’ successes, are valuable to our community as well, MD&A professionals share their expertise, energy and enthusiasm with a variety of nonprofit organizations in the region. Our professionals donate their time as volunteers, group leaders, board members and informal consultants.The MD&A Team
At Markovitz Dugan & Associates, we increase and expand our services to stay in the forefront of today's rapidly changing and increasingly competitive business environment. Our talented professionals remain current on the latest tax law changes and receive ongoing training on new regulations to ensure that we are providing our clients with the best possible services; and, this dynamic team works together to ensure clients make the best and most advantageous decisions.- Shareholders
- Samuel J. Germinaro, JD, CPA
- Gina F. Levine, CBA
- Robert S. Markovitz, JD, CPA, CVA
- Daniel C. Miller, CPA
- Jack R. Morrow, CPA
- Derek J. Smith, CPA
- James M. Dugan, CPA Shareholder Emeritus
- Managers
- Staff
- Thomas S. Albanesi, CPA
- Rita Caldwell
- Wei Dang
- Yanky Davidson
- Tyler Dunham
- Rhonda Gilbert-Rader
- David I. Gordon, JD, CEBS, CFP
- Ruth Ish
- Corey Jackson
- Eric Jahn, JD, CPA
- Don Kaltenbaugh
- Jennifer Lanetz
- Michael Leopold
- Mary Lind
- Mark Loposky
- Cheryl Mantzouridis
- Sue A. Morgan, CPA
- Mark Munnel
- Chuck Norris
- Mathieu Nuss
- Mandy Polk
- Matthew Pucalik
- Mary Reiland
- Fred Tome, CPA