For Individuals

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.

Elder Care Financial Care

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

RECENT POSTS

8 Important Steps for Baltimore Non-Profits Before Year-End

8 Important Steps for Baltimore Non-Profits Before Year-End

With the increased standard deduction this past year ($12,400 single, $24,800 married filing jointly, $18,650 head of household), some smaller charities began to see a decrease in donations.This year might be worse.Yes, I hate to be the one to say these things, but...

The Seven Primary Tasks For Any Baltimore Business Team

The Seven Primary Tasks For Any Baltimore Business Team

A week past the election, and still plenty of disagreement about the results.That means this is another week where you have the opportunity for the other chumps out there to get massively distracted by the political war games ... while you go about quietly building...

Keeping Your Baltimore Business Focused During Distracting Times

Keeping Your Baltimore Business Focused During Distracting Times

Apparently there's some news happening around us in Baltimore these days.I often use this space to share Dundalk-specific, detailed information about PPP forgiveness, tax code updates, leadership and marketing strategy, expense reduction, and more -- all essential...

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!