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.

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...

Marketing Tips for Small Business Owners in Frederick

As you may have heard, "Labor Day" originated during the time of 7-day workweeks of 12-hour days, in the late 1800's, as our country was in the throes of the Industrial Revolution. Times have certainly changed since then -- and our economy is no longer driven by the...

What Does The CARES Act Mean For Your Frederick Small Business?

These days are moving VERY quickly, and we are working VERY hard to get communication out to our Frederick clients and friends.You probably already heard that the CARES Act (the mammoth 880+ page disaster relief bill) was signed over the weekend, and help IS indeed on...

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...

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...

How To Eliminate Bad Business Debt In Your Frederick Small Business

There's a bunch of "business" I need to communicate today, before I get to my discussion of your Frederick business debt. That's because the personal filing deadline is Tuesday, April 17th, and the majority of our Frederick business clients also have us handle their...

Jennifer’s thoughts on Employee Incentives for Small Business Owners

We work with lots of Frederick area businesses here, and as a result, I get a little crash course in my clients' business practices. It's a fantastic crash course for me and my team.And since I'm in the financial trenches with so many of them, I see lots of ways that...

Here’s What Happens When You Use A Penetration Pricing Strategy For Your Frederick Company

As we all watched radar images from Hurricane Florence last week, and we all benefited from modern scientific pre-knowledge of these sort of events, I thought about what it would be like to have had no warning whatsoever about that kind of storm. Even 100 years ago,...

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...

Marketing Tactics that Lead to Business Growth, by Jennifer Allen

Here we are in June (!), and I'll open this here with a reminder to many of my business owner friends (because most of you have to deal with this): estimated taxes for the second quarter are due June 15th.This one always feels as if it came a little quick (two-month...

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!