Our mission is to serve as an advocate for individuals, small businesses, and non-profits, delivering top-tier accounting, consultation, bookkeeping, and tax preparation services that optimize financial outcomes and safeguard our client’s interests. We serve clients throughout Baltimore County, Baltimore City, Harford Co, Anne Arundel County and beyond.
Business Accounting Services
For businesses, we understand the importance of maintaining accurate financial records and providing timely financial statements to aid in decision-making. Our services encompass every aspect of business accounting, from reconciling accounts to preparing necessary tax forms like 1099s.
- Bank Reconciliations
- Preparation of Financial Statements
- Consultation Services
- Accounts Receivable Reconciliation
- Accounts Payable Reconciliation
- Preparation of Adjusting Journal Entries
- Credit Card Reconciliation
- Small Business Accounting
- 1099 Form Preparation
Individual Services
For individuals, we offer personalized financial planning services and professional tax preparation to help you achieve your long-term financial objectives.
- Personal Financial Planning
- Tax Preparation Services
Tax Preparation
Whether it’s maximizing deductions, minimizing liabilities, or simply easing the burden of tax-related tasks, tax preparation services play a crucial role in helping clients meet their financial obligations while optimizing their tax situations.
- Business Tax Preparation
- Individual Tax Preparation
- Trusts and Estate Tax Preparation
- Filing for Tax Extensions
- 1099 Preparation
- Fiduciary Income Tax Preparation
Tax Planning & Consulting
These services involve thorough analysis of financial situations, future goals, and tax regulations to devise tailored plans aimed at maximizing tax efficiency. Ultimately, we empower clients to make informed choices that align with their financial objectives while minimizing tax liabilities and maximizing wealth accumulation.
- Quarterly Estimated Income Tax Projection Service