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For Businesses and Individuals, we can provide clear-cut answers to complex tax questions. This is an invaluable service to our clients and helps simplify and legitimately minimize any tax burden through proper tax planning. We are also pleased to check on the status of your tax refund.

Tax Preparation For Businesses

We will timely prepare the following:

  • Form 1120, Form 1120S, Form 1065 and Schedule C Business Income Tax Returns
  • Payroll - Federal 941's, 940's, W-2's and 1099's
  • Payroll - State Withholding & Unemployment Returns
  • Personal Property Tax Returns
  • Sales Tax Returns
  • Form 990 for Non-Profit Organizations

Our goal is to simplify the start-up and development phases of your new business, so you can focus more of your attention on growing your business.

We provide a FREE business consultation to select the right structure for YOUR company.  Significant tax savings can be achieved based on the nature of your business and the structure of your company.  Our goal is to help you select the right structure and then realize the tax savings each year going forward.

Our clients typically save taxes each year by using this two-step strategy:

  1. Choosing and maintaining the right type of structure (s-corporation, c-corporation, partnership or LLC) for your business.
  2. Implementing our ongoing quarterly tax planning services to secure the best possible tax position for the available benefits.

Many existing business owners throughout the Annapolis area can come to us with previously formed corporations or Limited Liability Companies (LLC) that are not taking advantage of the "built in" tax benefits.  Effective tax planning and coordination often puts money into your pocket.

We offer a FREE consultation to help you choose the right structure and ensure that you minimize your taxes.  Call us at 410-224-2600 and ask for Valerie McLaughlin to discuss your specific needs.

Tax Preparation For Individuals - Click, Call or Come in!

We understand the value of your time, and accomodate our clients on many levels.  If logistics or time constraints are concerns of yours, we are happy to meet with you face-to-face, in a phone conference, or electronically.  We provide you with a secure "cyber cabinet" to upload your information to us, so we can prepare your tax returns promptly and properly.

We'll do our best to limit your tax exposure and prevent many filing pitfalls that create audits.  Multi-state returns are a breeze for us, and we are happy to help you with your own unique situation.  Call 410-224-2600 now to get started right away!

In addition to being one of the Annapolis area's most respected business accounting firms, we also offer a wide range of accounting and financial planning services for individuals and families.  In these uncertain economic times, it's more important than ever to make sure your financial house is in order.

Our passionate and friendly staff members are happy to help you on the tax consequences of planned business transactions and opportunities.  We are true partners, meeting regularly with our clients to address the effects of legislation and to update their tax planning strategies.

We provide the following:

  • Proactive tax planning to minimize your tax liability
  • Personal Financial Statements
  • Budgets
  • Advice regarding divorce and bankruptcy
  • Tax Problem Resolution
  • Representation before the IRS and all 50 states
  • Troubled Debt Restructuring
  • Preparation of Back Tax Returns

What to bring for your tax preparation appointment:

  • Copy of last year's return 
  • W-2's 
  • Interest & Dividend Income
  • Stock Sales or Broker Statements
  • Self-Employment Income & Expenses
  • Sale of Personal Residence & Re-Finance Papers (HUD-1's) 
  • Rental Income & Expenses
  • Gambling & Lottery Winnings
  • State Income Tax Refund
  • Pension Income
  • Estimated Taxes Paid
  • Social Security Year-End Statement
  • IRA or 401(k)Distributions & Contributions
  • Unemployment Compensation
  • Medical Expenses
  • Real Estate Taxes
  • Mortgage Interest
  • Charitable Contributions
  • Employee Business Expenses
  • Gambling Losses
  • Employment-Related Moving Expenses
  • Childcare Expenses
  • Higher Education Expenses

Tax Refund Status Checks



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