Dave is a shareholder at Rubino & Company and is responsible for managing his diverse tax practice, including closely held businesses, individuals, estates, and trusts. He also oversees the wealth management practice of the firm and is a practicing attorney. With more than 30 years of experience, Dave brings a level of excellence that clients can rely upon.

Craig is a shareholder at Rubino & Company and specializes in finding strategies to minimize tax burdens and preserve wealth for his clients. He is responsible for management of the tax, wealth management and business consulting practice, practice development and client services. He has over 30 years of experience providing proactive, creative tax and investment advice to government contractors, medical practices, attorneys, lobbying firms, and high net worth individuals. Craig also provides consulting on business acquisition and disposal compensation planning, business restructuring, and reengineering.

Patrick is a shareholder at Rubino & Company and specializes in providing audit, consulting, and advisory services to government contractors, nonprofit organizations and closely held businesses of varying sizes. He has been in the accounting profession since 1999. Patrick manages the strategic direction of the firm’s outsourced accounting practice (Powered by Rubino – SOAR) and serves as an engagement partner in the firm’s audit practice. He is the engagement partner for audits and reviews of nonprofits, government contractors and other closely held businesses. He is also the engagement partner for specialized audits performed under the Uniform Guidance, (referred to as Single Audits) and audits of employee benefit plans to include 401(k), 403(b) and Health and Welfare Benefit Plans.

Scott is a shareholder of the firm and serves as a member of Rubino & Company’s Executive Committee. He has been in the accounting profession since 1993. With more than 25 years of experience in public accounting, Scott utilizes his expertise to assist clients navigating through the complex web of rules and regulations to maintain compliance and improve performance and efficiency. He is responsible for management on recurring attest engagements (audits and reviews) along with providing periodic consulting services for nonprofit organizations, government contractors, and small businesses of varying sizes. He has performed numerous audits in accordance with the provisions of OMB Uniform Grant Guidance, and audits of pension plans. In addition, Scott provides consulting services, including due diligence on corporate acquisitions, regulatory compliance testing and certain “agreed upon procedures” engagements.

Bob is a shareholder at Rubino & Company and through his leadership, he has helped steer and set strategy for the firm. He has been in the accounting profession since 1974. With more than 40 years of experience, Bob has developed expertise in accounting, auditing, tax and management services. He provides expert guidance on matters related to generally accepted accounting principles. With a focus on the interpretation and practical application of new accounting pronouncements, Bob helps guide clients to ensure a comprehensive understanding of policies and the need for transparent financial reporting. He oversees the firm’s accounting and auditing practice and serves as the firm’s Director of Quality Control for its assurance services. This includes helping Rubino & Company prepare for audits of the future in which data analytics, artificial intelligence and blockchain will reshape virtually every corner of the accounting world.

Jenny is a shareholder at Rubino & Company and is a leader in the firm’s nonprofit growth and operations. She has been in the accounting profession since 1986. With over 30 years of experience, Jenny is a nationally recognized expert in providing auditing, accounting, and a wide variety of consulting and management advisory services for nonprofit clients, including those with grant funding and global operations. Services provided include financial statement audits, internal and operational controls, management structure, business process and procedures, unrelated business income tax, compliance with government regulations under the Uniform Grant Guidance.

Bob is a shareholder of the firm and serves as a member of Rubino & Company’s Executive Committee. He has been in the accounting profession since 1987 and joined the firm in 1991. Bob has over 30 years of experience serving a wide range of clients, including both large and small nonprofit organizations, government contractors and construction companies. He is responsible for recurring client services, including the management of audit and consulting engagements. These engagements have included the specialized requirements of audits performed under the Uniform Guidance. Bob also performs audits of 401(k) and 403(b) pension plans.

As a shareholder and co-founder of Rubino & Company, Lou has led the firm to becoming one of the top accounting firms in the DC metropolitan area. He has been in the accounting profession since 1967. Lou consults on government contract procurement and regulatory compliance issues and construction litigation support matters. He also provides general business consulting services to Rubino & Company’s clients. He has assisted government agencies and private owners, as well as contractors, with litigation support services, which range from complete preparation or review of claims for damages to consulting and expert testimony on specific cost accounting issues and compliance matters.

Mike is a shareholder of Rubino & Company and serves as a member of the firm’s Executive Committee. He has been in the accounting profession since 1985. With more than 30 years of experience in public accounting, Mike has been involved with a broad spectrum of industries, including governmental, quasi-governmental, and nonprofit organizations with a specialty in the public housing industry. This experience provides him with unique perspectives and insight into all aspects of the financial well-being of his clients. Throughout his career, Mike has developed extensive in-depth knowledge and experience in nonprofit and state and local government audit and accounting services. Mike is also well-versed in audits in accordance with the Uniform Guidance, and has managed, planned, and performed compliance audits for a variety of public sector organizations. These organizations are unique in that they include aspects of both for-profit and public sector accounting, reporting, and operational issues. As a result, his clients look to him for guidance in determining the applicability of standards and their implementation as well as ongoing compliance issues.

Michael concentrates his practice on non-profit organizations, including trade, professional and membership associations, public charities, and grant-based organizations (501 (c)(3), (c)(4) and (c)(6) organizations). His work is largely focused on specialized management and advisory services for trade and professional associations, public charities, private foundations, private schools and endowment based foundations.  Michael works predominately with comprehensive budget and projection-based system environments in support of senior management and organizational leadership.

Michael has been designing, installing, interpreting and teaching budget and projection based systems for over 30 years. He has conducted numerous seminars and has written articles on budgeting, reserve and investment policies, financial management, fees for services, leading economic indicators for non-profits, and Federal form 990 and the impact on governance and transparency and accountability. He regularly teaches adjunct classes in non-profit management for Georgetown University.

Michael is a past-president of the Greater Washington Society of CPAs (GWSCPA) and a former chair of Not-For-Profit Organizations Symposium and Not-For-Profit Committee. He serves on numerous non-profit boards including B’nai B’rith International and Lois Roth (Fulbright) Endowment.  In addition, Michael has served on the Finance & Administration Section Council of the American Society of Association Executives.

Michael received a BS in Accounting from the University of Maryland.

Paul is a senior manager at Rubino & Company and has been in the public accounting industry since 1997. Paul has over 30 years of professional experience and regularly provides accounting and consulting services to nonprofit and government contracting clients. Based on his expertise in Federal grant awards under the Uniform Guidance 2 CFR 200 and HHS Awards 45 CFR 75, Paul is a dynamic trainer at various public accounting societies such as the Greater Washington Society of Certified Public Accountants, the Maryland Society of Certified Public Accountants, and the National Grants Management Association. He has expertise with the development of negotiated indirect cost rates with different Federal agencies, and the preparation of OMB-compliant policies and procedures.

Kathy is a senior manager at Rubino & Company has been in the public accounting profession since 1997. Kathy’s experience includes performing a wide range of accounting, tax compliance, tax planning, and business consulting services for closely held business and their owners. She has extensive experience of dealing with multi-state corporations who have both domestic and international tax issues that encompass a wide range of industries with emphasis on government contractors and professional service business. Kathy has managed numerous tax engagements for large and small
S-Corporations, C-Corporations, partnerships and nonprofit organizations, as well as individual clients. She advises clients on tax issues relating to mergers and acquisitions, sales of businesses, choice of entity, fringe benefits, pension plan installation, and corporate and personal tax saving strategies.

Shannon is a senior manager at Rubino & Company and has been providing taxation services since 1994. With more than 24 years of experience, Shannon specializes individual, corporate, and nonprofit tax returns. She is an Enrolled Agent who has technical expertise in the field of taxation and prepares high-level tax returns, oversees the preparation of Employee Benefit returns and assists with the preparation and management of the nonprofit returns. She puts years of public accounting experience to use by developing her expertise in working with nonprofit clients. Shannon provides a wide range of services to nonprofit clients that includes assistance with compliance for Federal and State reporting.

Lisa is a senior manager at Rubino & Company and has extensive experience in individual and corporate tax planning and preparation services. She provides tax consulting, conducts high-level tax preparation, and reviews tax returns for a wide range of clients. Lisa organizes the tax department meetings and supervises staff.

Debbie is a senior manager in Rubino & Company’s Outsourced Consulting Group, SOAR and specializes in providing consulting and business services to nonprofit organizations, small businesses and government contractors. She offers clients over 25 years of practical accounting experience with an emphasis on financial operations and management, cost accounting and accounting system design.

Chris is a senior manager in Rubino & Company’s audit department and has been in accounting profession since 2007. For over a decade, Chris has served clients in a wide-range of industries including private sector clients, federal government contractors, and nonprofit organizations. He is responsible for coordinating all audit activities, providing his clients with clear and frequent status reports and ensuring that project timelines and budgets are met. This work includes the performance of internal controls reviews to assure the effectiveness and efficiency of operations, reliability of financial reporting and compliance. In addition, Chris performs numerous Single Audits in accordance with the provisions of the Uniform Grant Guidance.

Dawit is responsible for the development of  audit plans, monitoring daily audit activities, and training internal staff on auditing techniques and procedures. He also performs audits of non-profit organizations in accordance with the Uniform Guidance, audits of government contractors and provides compliance reviews related to grant agreements and federal laws and regulations.

Dawit assists clients with internal controls suggesting cost-beneficial solutions to their needs, thereby enhancing compliance with grant and regulatory compliance requirements and improving overall financial reporting capabilities.
Patty received her BS in Accounting from University of Maryland, University College and her BS in Psychology and Education from Frostburg State College.

Patty is a senior manager at Rubino & Company and has been providing taxation services for over 30 years. With an emphasis on accountability, Patty assists public sector organizations in meeting their financial reporting, operational and federal and state filing requirements. Patty’s experience includes working with public sector organizations in all areas of tax preparation and planning, including alternative investment tax review and analysis. Due to her extensive experience in the industry, Patty understands the vigorous reporting requirements of the Form 990.

Elaine is a senior manager at Rubino & Company performs tax planning and provides compliance advice for a variety of businesses and individuals in the Federal tax area as well as assistance with state tax reporting, IRS audits and foreign tax matters. Her responsibilities include supervision and review of corporate, partnership, and individual tax returns. She also provides tax consulting and planning services for a variety of small business clients.

Solomon is a manager at Rubino & Company and has been providing accounting services since 2004. Solomon specializes in financial system implementations, process automation, and technology consulting services. He brings extensive experience in financial accounting and computer system experience to support small to large companies and organizations in different industries. Solomon oversees all system conversions and implementations, system integrations, process improvement projects, user training, system support issues, and identification of new systems.

Dan is a manager at Rubino & Company and has extensive experience performing audits, accounting,
and consulting services. Since joining Rubino & Company in 2006, Dan has devoted most of his time to
the public sector, providing auditing, consulting and tax services to nonprofit and governmental entities
and their related regulatory and compliance requirements. He also performs audits of government
contractors, and employee benefit plans.

Karis is a manager in Rubino & Company’s audit practice.

Karis’ experience includes supervising and managing audit, review and compilation engagements for a wide range of clients, including nonprofit organizations and government contractors. She oversees all phases on on-site audit working including planning, fieldwork and financial reporting. In her role, Karis evaluates process-level and entity wide controls and related audit risk areas. She emphasizes communication with clients throughout the audit process on complex audit issues that may arise and compliance with regulations and standards. In addition, Karis provides strategic supervision to audit staff. She also has helped organizations put in best practices in accordance with federal laws and governing state legislation.

Pam is a manager in Rubino & Company’s tax department and has been in accounting profession since 1988. Pam has provided specialized tax consulting and compliance services to nonprofit organizations, individuals, corporations, partnerships, estates, and trusts. She devotes herself to thorough comprehension of the rules and regulations critical to each of her clients. Pam also assists clients on a variety of other issues, including obtaining and maintain exempt status, IRS examinations, executive compensation and benefits disclosures, and state solicitation requirements.

Don has over 30 years of specialized experience in tax planning and preparation services for high net-worth individuals, pass-through entities, and corporations. He also has extensive experience in all aspects of compensation and benefits matters, including, plan design and implementation, plan correction matters, and ERISA reporting and disclosure. In addition, he works closely with individuals and families regarding their estate planning needs.