Assured Financial Services was founded on a straightforward belief. That businesses navigating real financial complexity deserve an advisor who has lived inside that complexity, not just studied it. We are a Maryland-based financial advisory firm specializing in business tax planning, fractional and virtual CFO services, and GovCon accounting for government contractors, cross-border businesses, and established small to midsize companies earning $5M or more in annual revenue. We are not a generalist firm that does a little of everything for everyone. We are a focused, principal-led practice built for clients where the stakes are high and the margin for error is low.
Built From Experience. Built For Complexity. Built to Last
AFS was founded with one clear purpose, to build something better.
After more than a decade working across corporate accounting, finance, and the federal government contracting space, our founder saw the same gap appear again and again. Businesses with genuine financial complexity (government contractors managing DCAA compliance, companies with cross-border tax exposure, and growth-stage SMBs making consequential financial decisions were being underserved by firms that treated them like standard clients with standard needs.
The work was too important for that. The decisions were too consequential, and the clients deserved better.
Assured Financial Services was built to fill that gap! We’re a firm with the technical depth to handle complexity, the strategic mindset to add real value beyond compliance, and the commitment to treat every client engagement as a genuine partnership. From day one, the mission has been the same: bring the kind of financial expertise that was only accessible to large corporations within reach of the businesses that need it most.
Our Story
Our Approach
We are proactive by design, not reactive by habit. Too many accounting and tax relationships operate on a once-a-year cycle…documents in, returns filed, see you next April. That model might work for some situations. It doesn't generally work for the clients we serve!
At AFS, every client relationship is built around year-long engagement. Our team works together in-house; all of our client work is performed domestically, by our staff, without exception. We do not offshore, outsource, or delegate sensitive client work to foreign third parties. For clients sharing confidential financial data, proprietary business information, or classified contract details, that commitment is non-negotiable. We stay close to your business, your numbers, and your goals, so that when opportunities arise or challenges emerge, we are already in the conversation rather than catching up to it. We ask hard questions, give straight answers, and bring a strategic perspective to every engagement, whether that's a routine quarterly review or a high-stakes contract compliance decision.
We also believe that access to exceptional financial expertise shouldn't require a Fortune 500 budget. AFS was built to bring CFO-level thinking, GovCon technical depth, and senior tax strategy within reach of the growing businesses and government contractors that need it most, and on terms that make sense for where they are today and where they're headed tomorrow.
Our Expertise
AFS is led by an IRS Enrolled Agent (EA) - a federally licensed tax practitioner with the highest credential the IRS grants to tax professionals. Unlike CPAs or attorneys whose tax authority varies by state, an Enrolled Agent holds unlimited practice rights before the IRS, in all 50 states, on all tax matters. That credential matters…especially for clients with multi-jurisdiction tax obligations, cross-border complexity, or IRS compliance concerns.
Our founder brings more than 15 years of hands-on experience across two disciplines that directly inform everything AFS does:
Corporate Accounting & Finance - Deep experience inside corporate finance environments, financial reporting, internal controls, budgeting, and the operational financial management that growing businesses need to scale with confidence.
Federal Government & GovCon Finance - Firsthand experience inside the federal government contracting space, understanding DCAA standards, FAR compliance, indirect rate structures, and the financial reporting requirements that define success in the federal marketplace. This isn't theoretical knowledge. It's the kind of experience that comes from working inside the system.
That combination, corporate finance discipline and GovCon technical fluency, is what makes AFS genuinely different from both general accounting firms and narrow GovCon-only practices.
Professional Credentials & Affiliations
Our clients operate in complex, high-stakes financial environments and they deserve an advisor whose credentials reflect that same standard.
Enrolled Agent (EA) An Enrolled Agent is a federally licensed tax practitioner authorized by the U.S. Department of the Treasury to represent taxpayers before the IRS. It is the highest credential the IRS awards, and it reflects demonstrated expertise across all areas of federal taxation (individual, business, and international). For our clients navigating business tax strategy, cross-border compliance, and IRS matters, this credential is foundational to the quality of representation we provide.
Professional Memberships:
AICPA - American Institute of Certified Public Accountants. Membership reflects a commitment to the highest standards of accounting, ethics, and professional practice in the industry.
NCMA - National Contract Management Association. Membership in the premier professional organization for contract management professionals underscores our deep, active engagement in the government contracting community, and our commitment to staying current in an environment where regulations, requirements, and best practices evolve constantly.
ASTPS - American Society of Tax Problem Solvers. Membership in this specialized professional organization reflects our commitment to sophisticated tax representation and resolution, particularly relevant for clients navigating complex IRS matters, international compliance issues, or tax positions that require experienced advocacy.
AFS is a principal-led firm supported by a dedicated in-house team of financial professionals who share our commitment to technical excellence, client confidentiality, and proactive service. Every engagement is led directly by our founder. You will always have executive-level attention on your account, and a supporting staff who bring complementary expertise across accounting, tax, and GovCon financial operations.
Our team includes staff holding active federal security clearances enabling AFS to work with clients on sensitive, classified, and security-conscious engagements that many financial advisory firms are simply not equipped to handle. For government contractors working on classified programs or handling sensitive federal contract data, this has proven to be a major benefit to our clients, especially during no-notice DCAA floor check and material spot check audits.
All client work, without exception, is performed in-house by our U.S. based team. We do not send client data, financial records, or any work product offshore. Ever. In a landscape where many firms quietly rely on foreign outsourcing to manage workload, we believe our clients deserve to know exactly who is handling their information, and to trust that it never leaves domestic hands. We treat all PII as if it were our very own.