Potomac Wealth Advisors, LLC 2009 to Present
Shannon David Doyle, CPA, manages our accounting, bookkeeping and tax filings. He and his firm, Doyle, Baker and Associates assist with a variety of questions and are a valuable partner in these important areas. In addition, the firm helps with educating us on new developments in the tax code. Also located in Rockville, Shannon is available to join in client review meetings where complex tax issues are a concern.