TAX PREPARATION & PLANNING

Top Rated Tax Services for Businesses and Individuals

We go way beyond the numbers when preparing our client's tax returns. Although we think through every possible tax savings opportunity, we do so while looking at the client's bigger picture and overall goals.

Our experienced tax team collaborates with you to design a beneficial tax strategy that minimizes current and future liabilities while maximizing your financial security and well-being. Our tax preparation services provide flexibility in your structure to accommodate changes in your goals.

We are sensitive to the relationships between closely held businesses and their owners, and can help clients pinpoint and navigate conflicts of interest.

Our relationship does not end with a filed tax return. Instead, we serve as your year-round advisor to help you understand the tax implications of every financial move.

Even better-leverage our expertise to coordinate all aspects of your financial life together to reach your goals.

Our Tax Preparation & Planning Services Include:

Federal and state income tax preparation (all 50 states)
Business tax prep and planning
Individual tax prep and planning
Rental Properties
Real Estate Sales
Personal property tax evaluations
Divorce taxation
Foreign Tax Issues
R&D tax credit opportunities
Foreign Tax Credits
Business entity selection
Tax-free exchanges
Real estate cost segregation engineering

Tax Preparation & Accounting Client Reviews*

Susan Schehr

I have been a business and personal client of Glass Jacobson for over 25 years. It has grown significantly in that time,... yet continues to provide personalized care. The office staff is always friendly and professional, tending to my needs in a timely manner. During business hours, there is always a real person answering the phone,Ed Jacobson has been my "go to" guy for all my major business decisions. He works hard to understand my goals and develops a concise plan of action. Ed is very intuitive and can see situations from many perspectives. This approach allows me to make sound decisions.For these reasons, I would highly recommend Glass Jacobson.read more

Robert Leikin

I (and my children) have been using Glass Jacobson(Ed Jacobson) for my accounting and tax planning(both personal and... business) for the past 5 years. My tax returns have been filed in a very timely matter, and the instructions for filing, payments to IRS when necessary, and refund instructions are very simple ans easy to follow. This has made a sometimes stressful process much easier for me.I had a few IRS questions and concerns in dealing with the estate of my father. Ed referred me to his partner who was more qualified to answer these questions. The 3 of us discussed the situation on a conference call, and their guidance saved us on estate taxes. And, by the way, I was never charged for consultation.I am a strong believer in trusting you professional needs with people that work in that field on a daily basis. Whether you have a tax need, or a general accounting need, Glass Jacobson is a very professional, organization that will work in your best interest to get the job done.read more

Alvin Williams

Glass Jacobson has been meeting my accounting and tax needs admirably for many years. I simply trust and value their... professionalism.read more

Ben Griffin

The Glass Jacobson Team has handled accounting and tax matters for CEOIQ since I started the business over 18 years... ago...Their attention to detail and customer orientation is what has kept me as a client for nearly two decades now. Working with Ed Jacobson and Cheryl McCann, who handles all the details of our work has been a consistent professional experience and a delightful personal relationship as well.read more

onahlea shimunek

The team at Glass Jacobson worked with me for over ten years on my tax preparation and submission. I am the treasurer of my... neighborhood association, and they have provided assistance to me on preparing the appropriate tax documents for a non-profit. Thanks Ed and team!read more

Donald Rock

I have been a very satisfied client using both their business and personal expertise for many years. They are a top-notch... firm and stay on top of the multitude of changes going on.read more

*Reviews are not allowed for Financial Services for compliance reasons.

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Recent Blog Posts

Employee Retention Tax Credit Covers More Businesses and Wages Under the Consolidated Appropriations Act, 2021

January 25, 2021

The Consolidated Appropriations Act, 2021 (the Act), signed into law on Dec 27, 2020, extends and enhances several aspects of the employee retention tax credit initially enacted under the CARES Act in 2020. Read More

Navigating Challenges With PPP Round 2 and Employee Retention Credit

January 20, 2021

Join this informational webinar to learn about the second round of Payroll Protection Program, the Employee Retention Credits, and how these could affect your business. Read More

State Tax Filing Deadlines Pushed Back by MD Comptroller

January 11, 2021

The Comptroller of Maryland has announced a new extension for filing and paying taxes and quarterly estimates. Read More