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.

Strategizing Your Frederick Business’s Cash Flow Plan For 2019

2018 is FINALLY over, and we have a brand new year ahead of us ... and it feels pretty great. The year ahead is full of possibilities for your Frederick business, and we are so privileged to walk alongside you in the financial aspects of these possibilities.And...

Why Frederick Business Owners Should Excel in Year-End Giving

I wrote something similar to what I'm about to offer you today for our individual/family clients recently, but it occurred to me this morning that YOU, as a successful Frederick business owner, might especially benefit from the perspective that I'd like to offer...

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...

Sales Positioning For Frederick Freelancers And Small Businesses

Have you ever heard of Mary Meeker? Perhaps not. But for those who follow securities analysts, she's a little bit like Michael Jordan. She's been issuing an "internet trends" report since the '90s -- and she's usually right. Which, I suppose, is rare for securities...

Three Overlooked Ways To Control Costs In Your Frederick Business

I don't know about you, but my Facebook newsfeed is FILLED with so-called experts slinging around big revenue numbers in their business to grab my attention, and get me to sign up for their stuff.But, see ... I'm an accountant.And I know the truth: Revenue means...

My Frederick Small Business Health Quiz (Part 2)

Let's start today with a couple questions I've been getting here at J Allen & Associates from our Frederick small business clients about the second round of the PPP, and some of the new provisions of the recent bill that affect businesses.If I received the first...

All Things PPP For Businesses in Frederick

We are knee deep in tax forms with the 3/15 deadline looming for corps.On top of that, of course, Congress continues to throw new things our way. The House passed the "American Rescue Plan" and there are stimulus-ish things to pay attention to.One provision of note...

Ransomware Defense Steps to Protect Your Frederick Business’s Computer Systems

No matter your line of work, your computer might be one of your most glaring vulnerabilities ... and it's one that too many Frederick business owners I've worked with don't fully address.Even if you work with your hands, and you're a sole practitioner (a contractor, a...

Financial Behaviors For Frederick Business Owners (Part 2)

For many Frederick business owners, the Memorial Day weekend is sometimes one that can feel a little lonely. While many of those around you are floating on a boat with a fishing pole in the water, or firing up the backyard grill, there you are in the office or in the...

The Most Important Factor in Frederick Small Business Valuation

I've heard from many of my Frederick business owner contacts over these last few months, thanking me for the notes that we put together, sending thoughts and questions -- and letting me know that they've sent their friends to see us for their business and family tax...

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!

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