Nathaniel R. Carr

Nathaniel R. Carr, CPA

Manager

Nathaniel Carr first joined Berlin Ramos as an accountant in 2004 and worked his way to Manager by 2013. He is experienced in conducting and supervising financial statement reviews and compilations, with a particular emphasis on the real estate industry. His expertise also includes tax planning and preparation for businesses and individual clients, as well as auditing qualified retirement plans.

Education

  • Grove City College, Grove City, PA
  • Bachelor of Science, Accounting

Organizational Memberships

  • American Institute of Certified Public Accountants
  • Virginia Society of Certified Public Accountants
  • Berlin Ramos Toastmasters Club

What gets you in early to the office in the morning?

I love the challenge of solving difficult problems. Almost every day, I encounter obstacles, questions, and confusing issues presented to me by colleagues and clients in connection with the financial engagements and tax returns for which I’m responsible. Coming up with effective solutions is both exciting and motivating for me.

Can you give a business story that typifies your passion for your work?

I was working with a controller who was understaffed and overwhelmed, and consequently, struggling to get us tax information in a timely fashion. I offered to send a staff person to his office to help him pull the data needed. The controller was extremely grateful for our willingness to assist him, and as a result, we were able to complete the client’s tax returns in a timely fashion.

This gesture enabled me to gain his trust and build a personal relationship with him, which has deepened in subsequent years. This experience cemented my perspective on my job as collaborating with clients to help them succeed, rather than merely cranking out a financial product.

What brings you the most satisfaction at the end of the day?

For me, public accounting is about helping to relieve our clients’ anxieties relating to their own finances and the finances of their businesses. My greatest satisfaction comes from finding ways to meet my clients’ needs and improve their financial situation, whether it’s by reducing their tax liability, providing advice to improve the function of their business, or simply going above and beyond to satisfy them with personalized and timely service.

In short, my greatest satisfaction is having satisfied clients.

Does your work benefit your home life in any way?

I am grateful for the opportunities my career has provided me to serve those around me. I’ve provided informal tax advice to non-profit organizations, served as a trustee for the trust of a family friend, helped family and friends with their tax returns and other financial questions, and volunteered to promote financial literacy in the school system. All these actions bring me closer to my community.

Get to know our management

Meet Anna Szmajda

Assistant Vice President | CPA, CFP

As a CPA and Certified Financial Planner, Anna Szmajda helps Berlin Ramos clients determine and achieve their long-term financial goals. With 25 years of public accounting experience, Anna is adept at helping clients naviate complicated tax issues, primarily in the real estate industry. She also oversees financial statement reviews and compilations.

Contact Us

Whether you have a specific need or just want to learn more about us, please feel free to drop us a line. If you have an immediate need or want to speak with us, give us a call. Or if you’re in the area, you are always welcome at the office.

11200 Rockville Pike
Suite 400
North Bethesda, MD
20852-3158

P(301) 589.9000
F(301) 589.5464

 
 

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