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.

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...

Know the Value of Your Time: A Frederick Entrepreneur’s Guide

Is there an additional way that we can serve your Frederick business? Please shoot me an email using the button at the top of this page and let me know what's happening in your business, and what seem to be your greatest needs right now. I'd love to speak into it for...

Increase Profits For Your Frederick Business With Effective Compensation Strategies

We're still waiting on Congress to reconcile the different tax reform plans passed by the House and the Senate, but we do know a couple things. First, it looks pretty certain that you're not going to be able to deduct your state and local income taxes in 2018. Both...

The Pareto Principle And Your Frederick Company’s Work Cycle

Slogging through the summer, and with the weather still hot, it can be real tempting to sort of press cruise control for the month of August until Labor Day hits us, and *then* really put that nose to the grindstone. But could it be that a rhythm of working a little...

Key Performance Indicators (KPI’s) for Your Frederick Business Work Goals in 2018

Happy New Year! It's time to turn the page... If you've been paying attention, I've been diving pretty deep into the new tax regime under which we are NOW operating. What will be interesting to see is the *actual* technical guidance from the IRS about all of these...

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...

Key Marketing And Sales Metrics Your Frederick Business Should Track

It's a large part of my job to work with Frederick business owners by "picking up the pieces" of their finances, and, unfortunately, it's often too late to have done any good. And of course, we work with plenty of thriving businesses in Frederick by helping them spot...

Dealing With Angry Customers: A Plan For Frederick Business Owners

As I have been saying to some of my personal tax preparation clients in Frederick, I'm not sure that there is very much that I could say that could add anything to the conversation about what happened last week in Parkland, FL. It seems that every time something like...

Ask For The Sale! Frederick Business Owners Sales Psychology

I make it my goal in these weekly notes to pass along information which has proven useful to our firm and our more successful clients. I do this because we want to be a partner with you in helping you grow your Frederick business. We're not marketing "gurus" around...

Outlining What Occurs During A Business Audit For Frederick Businesses

Our Frederick business owner clients come to us for lots of different reasons.Whether it's merely for straight tax work, cash flow management and forecasting, or direct accounting assistance, we wear many hats on behalf of our favorite business owners.But here's...

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!