Senior Tax Consultant
Beverly Grimm joined forces with EagleStone in 2018, after more than 30 years of helping individuals and small business owners with their accounting and tax needs at Grimm & Associates.
Beverly is a native of Cleveland, Ohio, and received her Bachelor of Science degree in business administration from Ohio State University. After working for General Electric in Columbus, Ohio, in various accounting and finance positions, she joined a regional CPA firm in Bethesda, Maryland, where she performed audits and prepared tax returns.
In 1986, Beverly started her own business to provide accounting and tax consulting to small business owners. For 36 years, her attention to detail and personalized service has helped many business owners reach their goals.
Beverly enjoys reading and traveling. She currently resides in Gaithersburg, Maryland with her husband.
Securities offered through Emerson Equity LLC. Member FINRA/SIPC. Advisory Services offered through EagleStone Tax & Wealth Advisors. EagleStone Tax & Wealth Advisors is not affiliated with Emerson Equity LLC. Financial planning, investment and wealth management services provided through EagleStone Wealth Advisors, Inc. Tax and accounting services provided through EagleStone Tax & Accounting Services.
Investment products & services are only available to residents of CO, DC, FL, KS, KY, MA, MD, NC, NY, PA, SC, VA & WA.
Licensed to sell insurance and variable annuities in the following States: DC, DE, FL, MD, ME, MI, NC, NJ, NY, PA, SC, & VA.