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.

Key Marketing And Sales Metrics Your Frederick Business Should Track

It's a large part of my job to work with Frederick business owners by "picking up the pieces" of their finances, and, unfortunately, it's often too late to have done any good. And of course, we work with plenty of thriving businesses in Frederick by helping them spot...

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...

Increase Profits For Your Frederick Business With Effective Compensation Strategies

We're still waiting on Congress to reconcile the different tax reform plans passed by the House and the Senate, but we do know a couple things. First, it looks pretty certain that you're not going to be able to deduct your state and local income taxes in 2018. Both...

Resilience And Frederick Business Growth

If you were a client of ours this tax season, you're probably feeling fine about your tax return.But on the chance that you were not ... we've helped many Frederick business owners "make the switch" over to us, year after year. I know that you may have established a...

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...

2017 Year-End Tax Strategies for Frederick Business Owners With Tax Reform In Mind

The holidays are funny for Frederick business owners. And, I must tell you, especially so for tax professionals like me. Every year, Congress delivers updates to the tax code, seemingly at the very last minute, so my staff and I are often working over the holidays...

How to Eliminate Workplace Gossip in Frederick Businesses

I'm going to step away from tax land today, and put on my business coaching hat.But don't get me wrong -- we are diligently working through many of our Frederick business owner client files and getting a significant thrill from being able to help so many of our...

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...

Jennifer Allen’s Price War Strategies: Three Reasons To Raise Your Prices

I take a look around the small business world sometimes, and I get a little sad.It's heartbreaking to watch small businesses in Frederick go out of business or not bring home enough bacon simply because they get trapped into thinking about their pricing in the wrong...

Three Easy Ways for Frederick Business Owners to Develop Delegation Skills

The corporation deadline for Frederick businesses is behind us, and we're taking a big breath around here (while still focusedly working through personal tax returns as well). Apparently, there are basketball games being played.  Not that we would know much about...

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!