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.

Thank You For Making The 2019 Tax Season Our Best Ever

Here we are, and "tax season" is behind us.But the truth is that tax season actually never ends for us. We just get a little less busy. But what a 2019 tax season it was.Thank you so much for your trust, and for allowing us to walk with you during such a sensitive and...

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...

3 Important Questions For Frederick Small Business Owners To Answer In 2018

Now that we are into the first full work week of 2018, how are you feeling about your direction? We're here, and we're in your corner. I'd love a note from you about what you are hoping to accomplish during this year, and how we can be a resource to you as you do. As...

How Money Works For Frederick Business Owners (Part 1)

Sometimes it feels like all we face is turmoil. And this feeling is not restricted to those Frederick businesses who survive "month-to-month". Even the best-capitalized among us can get trapped by the ever-increasing cycle of impending doom. This is especially true if...

Optimizing Productive Time for You and Your Frederick Team

How many times have you started work early -- and the next thing you knew it was 4PM ... and your instant reaction was: I haven't made any progress today on my most important stuff ?If you're like the rest of us: quite a few times -- and maybe "most of the...

Tax Return Review and 2018 TCJA Planning Session for Frederick area Businesses

I'm going to take a moment to address you who might NOT be using our services thus far. There's a word or two for current J Allen & Associates clients here as well, but allow me to explain. You see, sometimes, you just know you need to make a change, but the...

A Big IRS Update For Frederick Businesses On Using The PPP Loan Funds

Well, if you were wise, you probably saw this coming.Turns out ... if you received a PPP loan, that the expenses you pay from the proceeds of this (forgivable) loan ... are not deductible for Frederick businesses.Ouch.The IRS just released new guidance to this end...

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...

Hey Frederick Business Owners, Do You Understand The Value of Time?

How are you and your Frederick business hanging in there these days? I'd be interested in what kind of revenue you're managing (unless you've already given us visibility into your books -- I can see for myself).Shoot me an email, and let me know. I might have some...

COVID-19 Updates For Frederick Business Owners

How are you holding up? If you haven't yet done so, please do shoot me a quick note to let me know how your Frederick business is managing.Depending on the situation, I have lots of ways to help ... some of which I'll give you details about today.I will continue to be...

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!