Marshall and Reumont CPAs in Baltimore: Mid-Market Tax and Audit Services

Marshall and Reumont is a Baltimore-based CPA firm handling tax planning, compliance, and audit work for businesses and high-income individuals, with 25+ years of practice focused on the Mid-Atlantic region and a particular depth in healthcare, construction, and professional services sectors.

What the firm actually does

Marshall and Reumont operates as a traditional partnership-structure CPA practice. The firm holds full CPA licensure through Maryland and employs both CPAs and enrolled agents (EAs). It is neither a tax-preparation-only outlet nor a financial advisory boutique; it conducts income tax planning for business owners and self-employed individuals, performs entity-level compliance work (corporate and partnership returns), handles payroll tax coordination with outside processors, prepares some audit and review engagements for closely held businesses, and offers bookkeeping support for clients who need ongoing transaction review. The firm does not offer personal financial planning, investment advice, or estate planning drafting.

Services and pricing structure

The firm operates on an engagement and hourly basis rather than flat fees. Most clients pay an annual engagement fee for recurring work (tax planning and return preparation for a given year), typically ranging from $2,500 to $8,000 depending on business complexity. Additional work—audit, review, bookkeeping, or forensic analysis—is billed hourly; rates fall between $150 and $300 per hour depending on the task and staff level assigned. A typical engagement conversation involves a 30-minute phone call to scope the work; the firm does not charge for this initial consultation. Some clients report that the firm works with clients to structure engagement phasing if cash flow is tight early in the year.

How Marshall and Reumont compares to other Baltimore CPAs

Many national firms (Deloitte, Grant Thornton, KPMG) and large regional practices (CohnReznick, CliftonLarsonAllen) have Baltimore offices and handle full-service audit and consulting work, but their minimum engagements often run $10,000 and are structured for larger companies. Mid-sized independent firms such as Lipscomb & Co. and VonLehman (both with Baltimore presence) offer similar services and pricing to Marshall and Reumont but carry broader industry verticals and sometimes larger internal advisory teams. Smaller tax-prep shops and franchises (Liberty, Jackson Hewitt) handle individual returns at $200–$500 and are not equipped for business entity work or audit. Marshall and Reumont positions itself as the choice for owner-run businesses and successful professionals who need compliance work, tax planning, and occasional audit or review—the sweet spot between the boutique tax preparer and the corporate audit firm.

Who this firm suits and who it does not

Marshall and Reumont is a strong fit for S-corp and partnership owners in healthcare, skilled trades, and professional services; owners of closely held C corporations; and high-income W-2 professionals (physicians, lawyers, executives) whose tax situations go beyond standard returns. The firm is also reliable for businesses that have undergone ownership changes or face complex payroll structures. It is a poor fit for sole proprietors with straightforward Schedule C returns (better served by a CPA or tax preparer at a lower price point), for larger companies requiring enterprise tax strategy and frequent consulting (better served by a bigger regional or national firm), and for individuals seeking comprehensive financial planning that extends beyond tax optimization.

What a first engagement involves

A prospective client typically calls, describes the business structure and last year's tax return, and either schedules a meeting or sends documents by email. The initial consultation, held in the office or via video, focuses on understanding the company's industry, revenue model, expense patterns, and any anticipated changes (new entity, expansion, sale planning). The firm reviews the most recent year's return and often the prior two years' returns. The engagement letter specifies the scope (compliance only, or compliance plus planning), fees, timing (typically 30–45 days before the tax deadline for return preparation), and any ongoing quarterly or monthly bookkeeping needs. Many clients do their own bookkeeping and bring reconciled numbers; others rely on the firm to coordinate with their bookkeeper or accountant.

Hours, location, and logistics

Marshall and Reumont operates from an office in the Canton/Fells Point area of Baltimore. Standard hours are 8:30 a.m. to 5 p.m., Monday through Friday; the office is closed on weekends and major holidays. The firm accepts in-person meetings by appointment; many clients work remotely and submit documents electronically. Parking is available on street and in nearby lots; public transit access via the Orange Line (C9 bus) runs nearby. Verify current hours and any remote-only periods by calling or checking the firm's website, as tax season (January through April) sometimes alters availability.

Marshall and Reumont fills a real need in Baltimore's small-business and professional landscape: competent, local tax compliance and planning without the overhead of a national firm or the limitations of a prep-only service.