Tax Services

When it comes to the world of taxes, preparation and planning go a LONG way. We have the expertise and knowledge you are looking for in a tax professional and can help you navigate your options.

We’re happy to help you with any of these services:

Tax Preparation

Stop missing out on potential deductions that could be saving you big money!

Tax Planning

Real strategies and solutions to help you minimize your IRS liability.

IRS AUDIT Representation

Don’t go it alone! We’re your ally and representative in an IRS audit.

Jennifer Allen’s Price War Strategies: Three Reasons To Raise Your Prices

I take a look around the small business world sometimes, and I get a little sad.It's heartbreaking to watch small businesses in Frederick go out of business or not bring home enough bacon simply because they get trapped into thinking about their pricing in the wrong...

Business Succession Planning Essentials by Jennifer Allen

The final quarter is a great time to take a look at where things have gone for your Frederick business, and that's perhaps an obvious point. But now (before the holidays really hit), it might also be an even better time to take stock of where you are headed LONG term...

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...

Effectively Using Your Frederick Company’s CRM For Sales Management

Well, before I dive into today's dose of real world business strategy, you should know that as I write on Monday, the IRS has begun receiving filed federal tax returns.That means things are about to get real.Now, for our Frederick business owner clients (like you),...

The Simple ‘Why’ For Frederick Businesses To Consider Professional Mentoring

Whether or not the federal government's continued (as of this writing) partial shutdown affects you, the IRS did manage to pull in about half of its workforce, despite not offering them a paycheck -- which would be a pretty great deal for an organizational leader,...

Here’s What Happens When You Use A Penetration Pricing Strategy For Your Frederick Company

As we all watched radar images from Hurricane Florence last week, and we all benefited from modern scientific pre-knowledge of these sort of events, I thought about what it would be like to have had no warning whatsoever about that kind of storm. Even 100 years ago,...

The TCJA And What It Means For Your Frederick Business

Usually, in the week following the Super Bowl, I do a fun rundown on the various advertisements -- at least a short one. But this was an unusual year. Because unless you are a Patriots fan, everything about that game experience was boring, including the...

Should You Buy A Building For Your Frederick Business?

Every week, we advise our clients about how to handle their Frederick businesses, and particularly their finances. It's a big part of what we do around here, and many don't even realize how much we're willing and able to help. (And that's fine, because we are plenty...

How To Get Your Frederick Prospects To Respond To Your Marketing Messages

We have a pretty clear choice as Frederick business owners in our current cultural moment. Either we allow all of the media negativity (social and otherwise) to rob us of our focus and drive, through distraction and the agitation of the moment, and our business sort...

How to Eliminate Workplace Gossip in Frederick Businesses

I'm going to step away from tax land today, and put on my business coaching hat.But don't get me wrong -- we are diligently working through many of our Frederick business owner client files and getting a significant thrill from being able to help so many of our...

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!