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?

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Elder Care Financial Care

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

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Estate Planning Done Right

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

An Accounting Methods Rundown for Frederick Businesses

by Jennifer Allen | June 12, 2022 | Blog | 0 Comments

Before I get into accounting methods basics today (a subject near to my heart) ... I hope you were able to get in on some Memorial Day activities this past weekend (though I know some Frederick business owners are in the thick of things during this commemorative...

Cutting Costs in Your Frederick Business Right Now

by Jennifer Allen | July 12, 2023 | Blog | 0 Comments

Though things might be tight economically for your Frederick business, keep in mind, cutting corners can become a real issue.Take for example fake reviews that are so pervasive online. Some business owners are tempted to buy reviews to get their product or service...

Our (Early) End of Year Checklist for Frederick Businesses

by Jennifer Allen | November 16, 2022 | Blog | 0 Comments

When I think about the holiday season, I think "calm before the storm." That's because in my profession, once mid-December hits, we're scrambling to handle EOY matters. And then when the new year strikes, we're holding our breath for a few weeks ... and then tax...

Three Easy Ways for Frederick Business Owners to Develop Delegation Skills

by Jennifer Allen | March 26, 2018 | Blog | 0 Comments

The corporation deadline for Frederick businesses is behind us, and we're taking a big breath around here (while still focusedly working through personal tax returns as well). Apparently, there are basketball games being played. Not that we would know much about...

How to Eliminate Workplace Gossip in Frederick Businesses

by Jennifer Allen | March 1, 2019 | Blog | 0 Comments

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...

Why Your Frederick Business Needs a Travel Policy

by Jennifer Allen | May 15, 2025 | Blog | 0 Comments

This is a special week – because it’s all about YOU. It’s National Small Business Week, and I’ve got to take a minute to say it: Running your Frederick business is no small thing. You’re the one wearing every hat from CEO to janitor, doing a thousand...

A Cutting Expenses How-to for Frederick Businesses

by Jennifer Allen | July 29, 2022 | Blog | 0 Comments

As a small business owner, you’re battling on a lot of different fronts right now. You’re doing your best to keep employees happy, raise prices without driving away customers, pivot to alternative supply options as your current ones dry up, adjust for changing...

Bonus Depreciation 2025 for Frederick Business Owners

by Jennifer Allen | July 31, 2025 | Blog | 0 Comments

Did your social media feed feel like it turned into a tabloid this weekend?If it looked anything like mine, it was overrun by memes and parodies — thanks to a now-former CEO and an awkwardly timed moment on the Coldplay kiss cam. What followed was the kind of PR...

Pointers From J Allen & Associates For Handling Business Debt

by Jennifer Allen | March 26, 2022 | Blog | 0 Comments

While we all helplessly watch the war in Ukraine, we are also seeing the toll it’s extracting on our economy… and small businesses. Oil prices are skyrocketing and supply chain disruptions are becoming regular fare.The shock of the last two years hasn’t really worn...

J Allen & Associates on Managing Small Business Loan Options

by Jennifer Allen | January 22, 2022 | Blog | 0 Comments

The big, emergency SBA loan programs for small businesses (like yours) that were launched (PPP) and expanded (EIDL) over the last couple of years are moving back from the radar or wrapping up.That said, there are still great options for funding your Frederick...

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!

Learn More