PRINCIPAL: Matthews, Carter & Boyce, Fairfax, VA
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Robert “Bob” Baldassari is a Principal of Matthews, Carter & Boyce, joining the firm in 1996. Bob has extensive knowledge of the healthcare industry and medical practice management, serving this industry for over 35 years.
Bob’s expertise includes accounting and financial management, tax planning and compliance services, practice management consulting and development, personal financial and estate planning, internal accounting controls and office automation consulting.
Bob is a recognized tax expert. He is an active member of the American Institute of Certified Public Accountants Taxation Committee. He has presented more than 70 tax related presentations as a tax expert, has published several tax related articles and appeared on television as a tax expert. He was an adjunct professor of Advanced Federal Taxation. Bob has been an Instructor of Continuing Professional Education courses for the Greater Washington Society of CPAs, the Virginia Society of CPAs, and other CPA firms on tax related topics.
Bob’s clients include closely held businesses, medical and dental practices and high-net worth individuals.
CERTIFICATIONS
Certified Public Accountant - Commonwealth of Virginia
Authorized Professional Ethics Instructor - Virginia Society of Certified Public Accountants
Qualified Expert Witness - Fairfax County Circuit Court, Fairfax, Virginia
AWARDS AND ACCOLADES
Washingtonian Magazine "Top Money Experts" -2002, 2009 and 2010
Virginia
Business Magazine "Virginia Super CPAs List" - 2003 thru 2011
Smart CEO Magazine "Smart CPA" - 2008 and 2011
"Who's Who in Finance and Industry"
“Who’s Who Among Italian Americans”
PROFESSIONAL AND COMMUNITY MEMBERSHIPS
American Institute of Certified Public Accountants - Tax Division
Virginia Society of CPAs
Past Chairman, State Taxation Committee
Board of Directors, 1994-1995, 1996-1999 and 2003-2005
Professional Ethics Committee 1997-1999 and 1999 - 2003
Northern Chapter, Virginia Society of CPAs
Chairman, Management of an Accounting Practice 2008 - Present
Past Chairman, Taxation Committee
President 1994-1995
Board of Directors 1991-1996
Northern Virginia Estate Planning Council
Medical Group Management Association
American Trauma Society
Advisory Board
Medical Economics magazine
Editorial Consultant-Taxes and Personal Finance 2003 - Present
Italian Cultural Center, Inc.
Board of Directors: 1999 - Present
Treasurer: 1999 - Present
Italy American Chamber of Commerce
Board of Directors 1997 - Present
Treasurer 1997 - Present
INOVA Health System Foundation, Inc.
Board of Directors 2001 - Present
Gift & Estate Planning Advisory Council
REBUILD Advisory Committee
Audit & Compliance Sub Committee
United Cerebral Palsy of Washington & Northern Virginia
Board of Directors
Trauma Survivors Network
National Advisory Committee 2010 - Present
EDUCATION
Bachelor of Science - Accounting, Strayer College, Washington, D.C.
Masters of Science - Taxation, Southeastern University, Washington, D.C.
