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.

Big PPP Loans Forgiveness Update From The IRS For Frederick Businesses

by Jennifer Allen | May 20, 2020 | Blog | 0 Comments

Are you tired of talking and thinking about the PPP? Because I'm tired of talking and thinking about the PPP.That said -- this program has been a lifesaver for a variety of my Frederick clients, and it has provided a great shot in the arm for others.And, well ... we...

How To Eliminate Bad Business Debt In Your Frederick Small Business

by Jennifer Allen | April 16, 2018 | Blog | 0 Comments

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...

Will Your Frederick Company Be Giving Year-End Bonuses?

by Jennifer Allen | December 18, 2019 | Blog | 0 Comments

The plot to one of the most iconic Christmas movies of all time, Christmas Vacation, centers on one holiday hope: the year-end bonus.Clark Griswold, as "the last true family man", decides he will use his promised year-end bonus to install a pool in his family's...

J Allen & Associates’s Rundown of the 5 Basic Business Entity Types

by Jennifer Allen | November 20, 2021 | Blog | 0 Comments

The shape of your business affects your future and when I'm talking about the "shape," I of course am referring to your Frederick business entity type.Did you know that you CAN change that after the fact? Depending on which entity you are switching to, the process can...

How To Approach Bigger Business Players In Frederick or Your Niche

by Jennifer Allen | October 16, 2020 | Blog | 0 Comments

Local Frederick business owner to local Frederick business owner(though you might actually be out of the area -- but this still applies), I want to remind you of something that you probably already know:With the election just one month away, the world is SWIMMING in...

Your Frederick Business Better Have Learned These Small Business Tips…

by Jennifer Allen | March 24, 2021 | Blog | 0 Comments

The return of March Madness this past week was a big reminder of everything that has happened in just one year. In my opinion, it was the canceling of this event in 2020 that made the entire nation (including those of us in Frederick to) sit up and take notice that...

Raises and Inflation: Frederick Business Owners, Listen Up

by Jennifer Allen | July 15, 2022 | Blog | 0 Comments

Everywhere I turn there’s a Frederick business with a “Now Hiring” sign in the window. Are you seeing this too? Staffing is an issue in every industry across the country. Part of that? Making money isn’t the only reason people want a job. 2020 certainly shifted...

Jennifer Allen’s Perspective On Proposed New Tax Policies

by Jennifer Allen | October 21, 2020 | Blog | 0 Comments

Oh, you thought I would tell you who I thought would win the presidential election?Nope, I'm not going there.I'm a tax professional though, and I'm not immune to conversations about proper planning for either eventuality. In my opinion, however, the BEST advice about...

A Few More Common Marketing Mistakes Made By Frederick Businesses

by Jennifer Allen | August 30, 2017 | Blog | 0 Comments

Seeing what has happened in our nation's fourth-largest city has been a sobering reminder about the fragility of life, and business. It's helpful to be reminded that threats and disasters can (and do) strike from directions that you might least expect. And while this...

How Your Frederick Company Can Do More With Less Time

by Jennifer Allen | September 4, 2020 | Blog | 0 Comments

If you didn't get a chance to do this before, would you shoot me back a quick note through the email button at the top of the page? I'd like to hear from you...How are things going for your Frederick business right now?I'd like to get just a few sentences about what...

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!

Learn More