Jim Osterman, CPA
jim@opmcpa.comJim has over 30 years experience in tax planning and consulting for closely-held businesses and for individuals. He has been helping individuals and businesses minimize their income tax liability with strategic tax planning and expansion opportunities. He specializes in the preparation of all levels of financial statements: audits, reviews and compilations, and the preparation of tax returns with multi-state compliance for individuals, partnerships, corporations, non-profits, estates and trusts.
Jim received a BSBA in Accounting from St. Francis University in Loretta, PA. He is licensed to practice Public Accounting in Maryland. He is a member of the American Institute of Certified Public Accountants and the Greater Washington Society of Certified Public Accountants. He has also served as the Past President of the Association of Practicing Certified Public Accountants.
Jim's other interests include community service and professional development activities. He is Past President and an active member of the North Bethesda Rotary Club. He serves as Treasurer for the Bethesda Chevy Chase High School Education Foundation and is a past Board Member of the Battery Park Citizens Association. Jim enjoys spending time with family and friends, and a game of golf when he has the opportunity.
Debra Moses, CPA
debmo@opmcpa.comDebra has provided accounting services and in-depth tax guidance to businesses and individuals for over 25 years. She specializes in the preparation of tax returns for individuals, partnerships, corporations, non-profits, estates and trusts, including representation before the IRS and other taxing authorities, as well as all levels of financial statements: audits, reviews and compilations. Debra's expertise includes retirement planning, pensions, and payroll. She also provides assistance in small business start-ups and accounting software setup and design.
Debra is a graduate of the University of Maryland at College Park with a BS in Business Administration and Accounting. She is a member of the American Institute of Certified Public Accountants, the Maryland Association of Certified Public Accountants, the Maryland Society of Accountants, and Past President of the Association of Practicing Certified Public Accountants.
Debra's community involvement ranges from having been on the PTA and Girl Scout leader to currently serving as a Board Member and Treasurer of Temple Emanuel. She enjoys the theatre, traveling, hiking, reading and spending time with her family.
Jay Pollack, CPA
jay@opmcpa.comJay's diverse industry experience and primary clients include construction and manufacturing firms, professional service companies, retail and wholesale firms and real estate developers. His major focus apart from business is individual, estate and trust tax planning and preparation. He also has significant experience with representation before the IRS, litigation support, equity and bank financing, financial statement presentation and planning for business combinations. He has more than 30 years of public accounting experience.
Jay is a member of the American Institute of Certified Public Accountants, the Maryland Association of Certified Public Accountants, the Maryland Society of Accountants and the Maryland Estate Planning Council. He is also a Past President and member of the Association of Certified Public Accountants. Jay serves on the Board of Directors of Montgomery County Employees Federal Credit Union and is the Past President of The Advisory Board.
Jay graduated in 1976 from the University of Maryland at College Park with a BS in Accounting. He enjoys being with his family, reading, exercising and playing golf in his free time.