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?

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Elder Care Financial Care

Finally… Worry Free Financial Management for Your Aging Parent or Family Member.

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Estate Planning Done Right

Make Sure Your Family Transitions Prepare Your Children and Your Family for Financial Freedom.

Jennifer Allen’s 2017 Tax Document Checklist

by Jennifer Allen | February 1, 2018 | Blog | 0 Comments

Yes, the calendar reads 2018, but the IRS of course, is living in the past. As you probably know, we are now beginning the process of doing something we're pretty good at: effectively, legally, and ethically reporting our Frederick clients' business financial doings...

Can I Take the Section 199A Deduction For My Frederick Business?

by Jennifer Allen | November 28, 2018 | Blog | 0 Comments

Lots of business owners have been contacting us of late, as we've developed a bit of a reputation around the Frederick area for helping business owners save a bundle on their taxes.And many of the business owners in Frederick that we've talked to have a similar...

A Story, and Tax Planning 2017 for Frederick Businesses

by Jennifer Allen | September 20, 2017 | Blog | 0 Comments

Story time today. Here we are, with Q3 of 2017 in the rearview mirror, and it's amazing how quickly things move. (And, by the way, this reminds me: have you considered making further pro-active moves to minimize your taxes for this year? With a few months left in the...

Why Price Reductions are Bad Positioning for (Almost) Any Frederick Business

by Jennifer Allen | September 13, 2017 | Blog | 0 Comments

Our hearts remain with those in Houston and, now, South Florida, who have been dealing with such a massive disruption of their lives -- and during a time of year that is already one of the busiest. The IRS has set up a "catch all" page for those cleaning up from...

Frederick Small Business Debt Collection

by Jennifer Allen | September 27, 2017 | Blog | 0 Comments

How are things going for you? Is there something we can do to help your business during this final quarter of 2017? Do let me know. One nice way to make your quarter better is to get an infusion of cash. However, this is too often a rare occurrence. Too many Frederick...

Financial Planning: One of the Best Employee Benefits Frederick Businesses Can Offer

by Jennifer Allen | February 2, 2022 | Blog | 0 Comments

This past weekend’s NFL playoff games were maybe some of the best post-season games to watch in a long, long time… with some of the most unexpected outcomes. Who would have believed that all but one of the top teams from the regular season would be unseated from a...

What Are The Year-End Tax Moves to Make Now For Frederick Business Owners?

by Jennifer Allen | December 30, 2025 | Blog | 0 Comments

Key TakeawaysIt is not too late to create meaningful tax savings before December 31, but the remaining moves are very timing-sensitive. Low-cost, in-stock equipment and supplies are the most realistic last-minute purchases that can still be deducted this...

2018 Tax Season Reflections From A Frederick Tax Professional

by Jennifer Allen | April 23, 2018 | Blog | 0 Comments

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...

Partnership Income Tax Returns & More Frederick IRS Targets

by Jennifer Allen | November 17, 2023 | Blog | 0 Comments

Though the days are getting shorter and the weather is taking a turn, there are some great revenue reasons to get excited about the next two months.As we round the bend into Black Friday territory (which for many began at the end of October), it’s time to get nimble...

Sales Positioning For Frederick Freelancers And Small Businesses

by Jennifer Allen | June 11, 2018 | Blog | 0 Comments

Have you ever heard of Mary Meeker? Perhaps not. But for those who follow securities analysts, she's a little bit like Michael Jordan. She's been issuing an "internet trends" report since the '90s -- and she's usually right. Which, I suppose, is rare for securities...

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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