Tax Services

When it comes to the world of taxes, preparation and planning go a LONG way. We have the expertise and knowledge you are looking for in a tax professional and can help you navigate your options.

We’re happy to help you with any of these services:

Tax Preparation

Stop missing out on potential deductions that could be saving you big money!

Tax Planning

Real strategies and solutions to help you minimize your IRS liability.

IRS AUDIT Representation

Don’t go it alone! We’re your ally and representative in an IRS audit.

What is a Profit First Professional or Profit First Coach?

"What is a Profit First Professional?" I hear this question a lot. People see my designation on our website or notice it on my LinkedIn profile. I never get tired of answering the question because it allows me to share something I'm passionate about — helping business...

The “Profit First” Framework for Frederick Businesses

You might have heard the term "profit first accounting" buzzing around Frederick business circles as of late. The philosophy was made popular by Mike Michalowicz and his book, Profit First. His theories have blossomed into reality for many business owners. Today, I...

Jennifer Allen’s Thanksgiving Thank You To Frederick Business Owners

It's Thanksgiving week, which definitely seems to have come too fast this year.Because of the holiday, things are a bit slower -- but not by much. With so many changes for the business owner in this year's tax code, we're having lots of conversations with clients in...

What Your Frederick Business Should Do If They Received PPP Funding

I promise that one day I'll write to you and my Frederick area readers about matters other than government aid, the CARES Act, PPP/EIDL, and whatnot.But as we all keep saying: these are extraordinary times. Pick your cliche -- it all fits right now.But here is a piece...

My Frederick Small Business Health Quiz (Part 2)

Last week, I began asking you a series of questions, and I'd like you to thoughtfully consider the questions I'm asking, and send me back an email through the email button at the top of the page with YOUR answers.You don't have to email back, of course ... but please...

Build A Brand In Frederick And Do It Well

As I write this, the Senate has passed their version of the tax reform bill, and now we wait for the final version of the bill. But here's the big number: Four weeks. Apparently, Congress thinks it can enact a dramatic overhaul of the law, adding substantial new...

Using KPI’s For Your Frederick Business

Scattershotting around the world of SBA loans and taxes here before the huge deadlines looming on July 15th.(As a reminder: 2019 personal tax returns and payments, first AND second quarter 2020 estimated tax payments are ALL due on Wednesday, July 15th.)We're working...

Does Your Cost Structure Match Your Frederick Company’s Value

Here's an unfortunate reality: many businesses offer amazing value, but struggle to make enough money because they don't charge enough.Thinking they are offering customers "a good deal", their business suffers as a result of selling themselves short.But whether our...

Jennifer Allen’s Reasons for Gratitude for 2020

With all of the insanity of 2020, it seems a bit crazy (and a bit of a relief, to be frank) that we now find ourselves in Thanksgiving week in Frederick.I have some thoughts, which are perhaps a bit more meditative than normal, because of how this holiday works for...

Identifying Your Target Prospect by Jennifer Allen

With the business deadline (9/15) behind us, we're in tax planning season.Though the IRS (and Congress) haven't yet definitively made a statement about it (that we know of), here at J Allen & Associates we are operating according to the fact that the filing deadline...

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!