For Individuals

College Financial Planning

How Can You Pay for Your Kid to go to College, Spend and Save as You Are Now, and Increase the Amount of Money You have for Retirement?

Elder Care Financial Care

Finally… Worry Free Financial Management for Your Aging Parent or Family Member.

Estate Planning Done Right

Make Sure Your Family Transitions Prepare Your Children and Your Family for Financial Freedom.

Special Business Knowledge And Frederick Business Success

Yes, there's plenty to say about that Super Bowl, the advertisements (apparently, they're all Tide ads), the halftime show, etc. But I'll let others weigh in there. I'm a tax professional after all. Congratulations Eagles fans, etc. Here at J Allen & Associates, we're...

2018 Tax Reform Update And A Holiday Prayer from Jennifer

Unless something crazy happens this week, we have a new tax plan. If Congress-watchers are right, the House and Senate should vote to pass this new bill, and it will be signed by President Trump before Christmas. I'm writing this on Monday the 18th (a busy week is...

Three Tips On How To Succeed as an Entrepreneurial Business Owner in Frederick

Now that TY2017 is behind us, it is time to turn our greedy eyes towards the savings possible for you and your Frederick business in the "new" tax code under the Tax Cuts and Jobs Act of 2017. And there are many ways to save with these new regulations. One of the most...

Know the Value of Your Time: A Frederick Entrepreneur’s Guide

Is there an additional way that we can serve your Frederick business? Please shoot me an email using the button at the top of this page and let me know what's happening in your business, and what seem to be your greatest needs right now. I'd love to speak into it for...

Growing Customers For Life For Your Frederick Business

We're starting in on the second half of the summer, and I have a question for you: How are you feeling about 2017 thus far for your Frederick business? Now that we're over halfway through the year, it's a nice time to take stock. So, really, I'd be interested: How are...

How To Eliminate Bad Business Debt In Your Frederick Small Business

There's a bunch of "business" I need to communicate today, before I get to my discussion of your Frederick business debt. That's because the personal filing deadline is Tuesday, April 17th, and the majority of our Frederick business clients also have us handle their...

Build A Brand In Frederick And Do It Well

As I write this, the Senate has passed their version of the tax reform bill, and now we wait for the final version of the bill. But here's the big number: Four weeks. Apparently, Congress thinks it can enact a dramatic overhaul of the law, adding substantial new...

A Story, and Tax Planning 2017 for Frederick Businesses

Story time today. Here we are, with Q3 of 2017 in the rearview mirror, and it's amazing how quickly things move. (And, by the way, this reminds me: have you considered making further pro-active moves to minimize your taxes for this year? With a few months left in the...

Tax Paperwork Checklist

These days, I'm often glad that it's our busy tax filing season, so that I have an easy excuse when political conversations are happening: Oh THAT [crazy new political story]? Huh, didn't see it -- I'm too busy with tax season. With all of the chaos out there, the...

2018 Tax Season Reflections From A Frederick Tax Professional

As I write, it's the day before tax day (which is Tuesday the 17th), and we are pushing hard during this final stretch. Procrastinators in Frederick are streaming through our doors, both virtual and actual (after all, we welcome them here), the phone is ringing off...

How You’re Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!