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Casey S. Frankel
CPA, Manager

B.S., Accounting Major, Towson University


Casey has over five years of experience in the accounting field and obtained her Certified Public Accountant license in March of 2019.


Specialties include:


  • Individual taxation, including tax planning, for high-net-worth individuals.

  • Business taxation, with a concentration in the real estate industry.

  • Estate and gift tax planning.

  • Partnership planning and structuring.

  • Family office services for high-net-worth families.


Interests and Hobbies:


Casey resides with her husband and two children in Hampstead, Maryland.  She enjoys the outdoors and most of the summer you can find her tending to her vegetable garden.  She also runs a small shop of handmade home décor items and sells them at local farmers markets.


Memberships and Affiliations:


  • American Institute of Certified Public Accountants (AICPA)

  • Maryland Association of Certified Public Accountants (MACPA)


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