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.

Get Stuff Done With Allen’s Productivity Tactics

It's Cyber Monday, and as is my habit, this strategy note is being composed early in the week. Plenty to do this week, and gotta get ahead, after all. Did your Frederick business run a sale for the holidays, or Cyber Monday or Black Friday? If not, you may have (ahem)...

Four Key Steps For Effective Customer Care By Jennifer Allen

As "customer service" goes, I can guarantee that you (and YOUR customers too, btw) have multiple stories of Frederick businesses or organizations that have massively bungled the encounter.For instance, anyone who calls the IRS directly -- instead of having someone...

Develop Your Frederick Target Client With These 7 Important Traits

While we're on the subject of what's holding Frederick business owners back... I wrote recently about how too many of my Frederick small business owner clients don't allow themselves the gift of good delegation. It keeps them toiling along with minor tasks, while they...

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...

Frederick Non-Profits Taxes – 10 Important Year-End Steps

We deal with all kinds of businesses and organizations around here at Team J Allen & Associates. And while I often address "for profit" organizations with these notes, many of those same strategies (cost controls, marketing, growth, management) apply equally to...

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,...

Six Underlying Needs For Effective Small Business Planning In Frederick

So last week, I began the conversation around those foundational items of necessity for a "real" business that many business owners in Frederick don't quite take into consideration when they first get started.These are the sort of things that can be the difference...

Jennifer Allen’s Small Business Cash Flow Controls

... cash flow.Shoot, this is even true for any nonprofit of any kind of substance.And yes, my meticulous accountant's brain is kicked into high gear in this response, but you need somebody in your corner who is thinking about these things, or your Frederick business...

What Are My Chances of Getting Audited? 11 Tips For Frederick Small Businesses

On March 15th, 2018, Subchapter S Corporation (S-corps, for short), have their tax returns due. We're already on top of things for our Frederick clients, but this is a quick reminder to you to make sure that we've communicated, and that your books don't contain any...

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,...

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!