Services

• Individual and Business Tax Services
• Tax Planning and Research
• Estate and Trust Planning
• Gift Tax/Trust/Estate Tax Return Preparation
• Planned Giving
• Social Security Planning
• Bookkeeping Services/Interim Financial Statements
• QuickBooks Setup/Training/Conversion from Other Programs
• Audits/Reviews/Compilations
• Business Valuations
• Litigation Support
• Representation before the IRS and other governmental agencies
• Management Consulting Services
• Financial/Tax Projections and Forecasts
• Business Entity Selection and Restructuring
• Forensic Accounting and Analysis

If you would like to meet with us to discuss the services we can provide for you, call us at (410) 749-5350 and we will be happy to follow up with you. Thank you for taking the time to visit our website.