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.

Jennifer Allen’s 2019 Personal Income Tax Documents List

So yes ... you run a business.Which affords you some massive opportunities not available to Frederick wage employees on your PERSONAL taxes (depending, of course, on how everything is set up for you).So that likely means that you have a couple different tax returns to...

How Money Works For Frederick Business Owners (Part 1)

Sometimes it feels like all we face is turmoil. And this feeling is not restricted to those Frederick businesses who survive "month-to-month". Even the best-capitalized among us can get trapped by the ever-increasing cycle of impending doom. This is especially true if...

Let’s Talk About Your Business…

See, relative to their income, the rich are frugal. They save and invest. They spend less than 65% of their take-home pay on day-to-day expenses.

Jennifer Allen’s System To Turn Upset Clients Into Happy Clients

I am simultaneously eager while also being slightly horrified that tax season has officially begun.Horrified, simply because the IRS has been significantly behind the 8-ball this year, and I still can't believe that we're already halfway through February 2021.EAGER...

Why a Pre-Mortem Analysis for Any New Frederick Business is a Necessity

Right about now, there are writers and analysts already preparing the articles about why the Trump campaign failed. AND right about now, they might be doing the exact same thing in regards to the Biden campaign.Obviously, as of this writing, we have no idea what's...

Good News for Frederick Businesses About

Just when we thought that the business-related news might slow down for Frederick business owners... Not only are unemployment numbers improving (much to the surprise and delight of the stock markets), but ... Congress passed, and the President has signed a bill that...

Big PPP Loans Forgiveness Update From The IRS For Frederick Businesses

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...

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...

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...

Struggling Frederick Businesses Be Careful With Price Reductions

Here we are, with Q3 of 2020 in the rearview mirror, THANK GOODNESS.Only one more quarter left in this 2020 donkey -- but it's going to be an eventful one.I get asked a bunch by Frederick clients and friends what I think the markets will do, and the only thing I can...

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!

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