
TAX PREPARATION & PLANNING
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:
Tax Preparation & Accounting Client Reviews*




*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, 2021The 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, 2021Join 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, 2021The Comptroller of Maryland has announced a new extension for filing and paying taxes and quarterly estimates. Read More