W. Thomas Curtis,  EA, CFP™

Tax Partner

Recipient of the 2012 FPA-NCA Lifetime Achievement Award
W. Thomas (Tom) Curtis is a Certified Financial Planner ™ and an Enrolled Agent (EA) with the Internal Revenue Service and the US Tax Court. He is a Life Fellow of the Financial Planning Association.

Tom has appeared nationally on NBC Nightly News and locally on the Fox affiliate, CBS affiliate and ABC affiliate. In addition, he has been quoted in the Washington Post, Baltimore Sun, Christian Science Monitor, the Wall Street Journal, ABC News online and other publications. He has written numerous financial planning and tax articles which have appeared in the Free State Accountant, a publication of the Maryland Society of Accountants.

Tom was appointed by the Commissioner of the Internal Revenue Service to serve on the committee for the National Performance Review, which established the standards for the computerization of tax and wage reporting.

Tom has served as the Dean of the Financial Planning Association’s Mid-Atlantic Retreats, and as Treasurer of the National Capital Area chapter of the Financial Planning Association (FPA).

In addition to many prior civic activities, in 2015 Tom was elected to the Board of Trustees of the Maryland Public Television Foundation.  He is a board member and the current President, Diamond Farms Office Park Condominium.

Tom spends his time between his homes in Wolfeboro, New Hampshire and Rockville, Maryland.   He has a BA in Economics and Accounting and an MS in Information Systems from the George Washington University

Phone: 1-301-258-0300 ext. 1

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