Tax Laws Are Confusing.

When you think of the things outside your comfort zone, taxes might be high on the list. Maybe even at the top. The whole process can be very confusing. There are many questions you may have.

  • What documents do I need to file taxes?

  • How do I know if I am claiming the right deductions?

  • Am I paying too much in taxes?

You may object to filing altogether

  • Is it fair that I am required to pay taxes when others don’t?

  • Why do I have to pay someone to help me file taxes?

If the thought of itemization, deductions, and credits leaves you feeling in over your head, know this: you’re not alone.

Private Clients

You Need A Guide.

We know you can accomplish your dreams and financial goals because we have helped millions of people just like you fulfill their vision. Your tax returns are part of your financial story so it’s important that they tell the story the way you want it told.

We’ve been serving individuals and businesses of all sizes throughout Baltimore and the surrounding area for over 40 years with expert tax advice. Tax laws constantly change. We stay abreast of every change and know exactly how those changes affect you. Every year, our team of experts helps individuals, government employees, contractors, real estate agents, investment property owners, sole proprietors, and large and small businesses alike avoid costly tax mistakes and save time and money on their returns.

Are You Ready To Accomplish Your Goals?

We want to know about your goals so we can develop a successful plan.

Maybe your goals are:

  • Buying a new home.

  • Getting the business loan.

  • Taking an extra vacation.

  • Paying down debt.

  • Retiring with no financial worries

Paying the right amount of taxes will provide you with the money to accomplish your goals.

We have a plan to make sure your taxes are filed correctly and your questions are answered.

  • We’ll review your last three months of bank statements.

  • We’ll review your last filed tax return to understand your history.

  • We’ll ask questions to understand your future goals.

  • We’ll provide a clear list of items needed to prepare your current year tax return.

No matter what your financial situation is, we want to know all about it. Don’t worry. Our job isn’t to judge, it’s to understand. If your taxes are the thing keeping you awake at night, if an IRS audit is the looming worry that invades your quiet moments or time with family, if you just want someone qualified and caring to walk you through each step of the process, it’s time to put us to work. Here is how to get started.

  • Contact us so we can create your Secure Portal login.

  • Upload a copy of your last tax return.

  • Schedule a time for us to discuss your goals and provide you with a quote.

Professional firms

For Our Individual Clients We Successfully Create And Execute Plans To:

  • Prepare personal returns – including all necessary schedules, worksheets and documentation for federal, state, and local taxes that may apply. We file electronically for faster refunds.

  • Compute estimated tax payments and W-4 withholdings for the following year.

  • Represent our clients in front of the IRS if necessary.

In addition to these services, we set ourselves apart by providing:

  • Tax planning and consulting – including long-term financial planning, tax optimization strategies, and advice to ethically minimize your tax liability.

  • Specific life situation tax planning, such as the birth of a child, marriage, or divorce.

  • Bank loan advice – because the structure of your tax return affects loan approval.

It’s time to sleep better at night knowing your tax return has been filed and you are on a financial track to meet your goals.

Get a personal consultation.