Al DeLeon is a founding partner of DeLeon & Stang. His specialties include audit, tax, financial and advisory services for businesses and not-for-profit organizations.
Al brings to his clients over 30 years’ experience in the accounting profession, encompassing 25 years in public accounting. In addition, he worked for 6 years in private industry as the controller and CFO for not-for-profit organizations. Al’s experience in the private industry and public accounting gives him invaluable insight into helping his clients anticipate issues and leverage opportunities at the most appropriate time.
Designations:
- Certified Public Accountant, Maryland, Washington D.C., Virginia and New York
- Series 6 and 66 Securities Registrations
- Maryland Insurance License
- Personal Financial Specialist (PFS)
- Certified PIN Security Auditor
Memberships:
- American Institute of Certified Public Accountants (AICPA)
- Maryland Association of Certified Public Accountants (MACPA)
- Board Member
- Legislative Executive Committee - Chair
- District of Columbia Institute of Certified Public Accountants (DCICPA)
- Association of Certified Fraud Examiners (ACFE)
- American Society of Association Executives (ASAE)
- Metropolitan Area Credit Union Management Association (MACUMA)
- Maryland & District of Columbia Credit Union Association (MDDCCUA)
- Maryland Association of Nonprofits (MANO)
- Financial Executive Institute (FEI)
- Ethics Resource Center (ERC)
- Gaithersburg-Germantown Chamber of Commerce
- Board of Directors—Chairman
- Financial Committee—Member
- Legislative Committee—Member
- Golf Committee—Member
Education:
- Hofstra University School of Business
- BBS, Accounting, with honors
Specialty Experience
Credit Unions
Al’s in-depth knowledge of the credit union industry for over 25 years allows him the ability to give the highest quality services to his clients.
- Audits and agreed-upon procedures for credit unions of all sizes
- Internal audit engagements for non-external audit clients
- Fraud and risk audits
- Student loan audits
- Consultation services in areas such as special reviews, election balloting, SAS No.70 third party reviews, internal control reviews, PIN security audits, OFAC compliance reviews and ACH compliance reviews
- CUSO audits and tax planning
- Tax preparation programs for credit union members
- Assessments and compliance audits such as Federal Home Loan Bank, FNMA, Freddie Mac, etc.
Not-for-Profits
Al’s experience in the not-for-profit industry as a controller, CFO and auditor provides him with the invaluable ability to consult for his clients in their day-to-day operations. In addition, inform and advise his clients of industry trends and practices. Al’s well-rounded background for over 25 years guarantees his clients the best advice in improving their organizations.
- Certified audit engagements for not-for-profits of all sizes
- 990 and 990-T tax return preparation
- Applications for exempt status and charitable organization filings preparation
- Human resources advisory services including policies, procedures and benefits planning
- Financial statements and payroll preparation services
- QuickBooks and Peachtree installation and training consultation
- Accounting advisory services
- Outsource controller or CFO services
Hospitality Organizations
Al has over 20 years of expertise in the hospitality industry. His expertise ranges from write-up services to compilations and audits. Al has extensive experience in preparing partnership tax returns for these organizations and their partners.
- Audit, review and compilation engagements
- Tax return preparation
- Budget development, accounting procedural manuals and tax planning consulting services
- Financial statements and payroll preparation services
Businesses
Al has provided a wide range of services to businesses throughout his 25 years of experience. Many of these businesses have continued to prosper and grow with the help of his dedication to giving his personal attention to the complexities of running a company.
- Audit, review and compilation engagements
- Tax return preparation
- Budget development, accounting procedural manuals and tax planning consulting services
- Financial statements and payroll preparation services
- Business valuations
- Specialized engagements
- SAS 70 engagements—Type I and II
- Employee benefit plan audits
Financial Services
Al has worked with a number of clients to help them develop and work toward their financial goals. He focuses on working with clients to define what “success” means to them and offers guidance to help them increase their potential and financial well-being. Al’s capabilities include:
- Investment management
- Licensed consultation for insurance benefits
Tax Services
Businesses
Al has assisted businesses in the development and implementation of accounting systems, budgets and financial statements. He consults with businesses in the area of tax planning. Al’s capabilities include:
- Financial statement preparation and review for businesses in a wide variety of fields
- Tax and information return preparation
- Tax and specialized business improvement planning
Individuals
Al has prepared many of individual tax returns dealing with all types of tax issues over a span of thirty years. He also provides innovative tax planning alternatives that help you keep more of what you make. Al’s capabilities include:
- Tax return preparation and review
- Estate and gift tax returns for individuals
- Tax planning
- IRS and state audit representation
- Personal financial statements
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