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.

2018 Tax Reform Update And A Holiday Prayer from Jennifer

Unless something crazy happens this week, we have a new tax plan. If Congress-watchers are right, the House and Senate should vote to pass this new bill, and it will be signed by President Trump before Christmas. I'm writing this on Monday the 18th (a busy week is...

A Story, and Tax Planning 2017 for Frederick Businesses

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...

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

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...

Three Tips On How To Succeed as an Entrepreneurial Business Owner in Frederick

Now that TY2017 is behind us, it is time to turn our greedy eyes towards the savings possible for you and your Frederick business in the "new" tax code under the Tax Cuts and Jobs Act of 2017. And there are many ways to save with these new regulations. One of the most...

The Role Of The Frederick Business Owner

We just finished all of the extended returns for our business owner clients, and today I'm feeling particularly grateful.Because over the past few weeks and months, I've been reminded of how important our work is. Not because "taxes and accounting" are inherently...

Jennifer Allen’s Four Keys To Smarter Interview Questions

Firstly, with the advent of technology like Google's new "Duplex" system, it's going to reach a point (sooner than we realize) that Frederick businesses like yours -- and mine -- will have less use for employees that are mere "order takers" or who don't engage in...

Developing An Employee Compensation Plan For Your Frederick Organization

As your Frederick business grows, there's an underlying asset which propels your growth: your people.Now, for some of my clients, "people" mean, well ... you. But even in that case, what I have to say today will still matter.Because what I'm talking about today...

What Are My Chances of Getting Audited? 11 Tips For Frederick Small Businesses

On March 15th, 2018, Subchapter S Corporation (S-corps, for short), have their tax returns due. We're already on top of things for our Frederick clients, but this is a quick reminder to you to make sure that we've communicated, and that your books don't contain any...

How To Find a Business Mentor In Frederick

We're knee-deep in extension-land for some of our individual and family clients from Frederick (extensions due in about a week). And I'm glad to say that we've been able to help a lot of families keep far more in their pockets than if they had used the "drag and drop"...

Sales Positioning For Frederick Freelancers And Small Businesses

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!