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...

Why Soft Skills Are The Future For The Frederick Workforce

We work with many Frederick business owners, so that means that the April 15th deadline doesn't carry quite the same "relief" that it does for many firms who work primarily with individual tax returns.Which is one of the reasons why you still see me posting a strategy...

J Allen & Associates’s Tips on Turning One-Time Buyers into Repeat Customers

In your Frederick business, you're shooting for one thing whether you realize it or not: customer loyalty.Seeking out new customers is an arduous task in itself, but keeping them satisfied is another beast that you should take seriously. Why is it so important to take...

2018 Tax Season Reflections From A Frederick Tax Professional

As I write, it's the day before tax day (which is Tuesday the 17th), and we are pushing hard during this final stretch. Procrastinators in Frederick are streaming through our doors, both virtual and actual (after all, we welcome them here), the phone is ringing off...

Three Easy Ways for Frederick Business Owners to Develop Delegation Skills

The corporation deadline for Frederick businesses is behind us, and we're taking a big breath around here (while still focusedly working through personal tax returns as well). Apparently, there are basketball games being played.  Not that we would know much about...

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...

Jennifer Allen’s Updated Tax Preparation Checklist for 2019

Tax season 2019 is inexorably moving forward. We now have less than two months before personal federal taxes are due. Which, of course, means that it's time to get started if you haven't yet done so already.I'm here today with a large checklist that you can work from,...

For The Sake of Your Frederick Business, Don’t Navigate This Extended Tax Season Alone

...don't navigate this season alone.The more we learn about the nuances of PPP forgiveness, EIDL regulations, the Employee Retention credit (an alternative, payroll-tax-specific way to save cash for your Frederick business) ... well, the more that we discover that...

What To Try When Your Frederick Business’ Receivables Are Slowing Down

At the end of last week, the House approved the Senate's action of extending the PPP loan availability for 5 more weeks, and the President signed it shortly thereafter.This means that approximately $129 billion in remaining PPP funds can be tapped by Frederick...

Tax and Financial Advice For Frederick Business Owners Impacted By COVID-19

No, this is NOT just another "here's what we're doing about COVID-19" message.The time for that was last week. Every brand and their brother sent out those messages, and they lost their usefulness -- right now, it's a marketplace expectation that we're all taking...

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!