Our Services
Comprehensive tax and accounting solutions tailored to your needs
Whether you're an individual, a growing family, or a small business owner, I provide the thorough, personalized tax and accounting services you need to stay compliant, minimize your liability, and keep more of what you earn.
Individual Tax Returns
Accurate, thorough personal tax preparation including W-2 income, investment income, itemized deductions, and all applicable credits to maximize your refund. I review every detail of your return to make sure nothing is missed.
What's Included:
- Federal and state return preparation
- W-2, 1099, and investment income reporting
- Itemized deductions analysis
- Credit optimization (earned income, education, child tax, etc.)
- E-filing with direct deposit refund
Family Tax Planning
Strategic tax planning for families including dependent credits, education expenses, childcare deductions, and multi-generational filing strategies. I help families keep more of their income through smart planning — not just filing.
Child Tax Credits
Maximize credits for dependents including the Child Tax Credit and Earned Income Credit
Education Expenses
529 plan deductions, American Opportunity Credit, and Lifetime Learning Credit
Childcare Deductions
Dependent care FSA coordination and child care tax credits
Multi-Generational Planning
Filing strategies for supporting aging parents and adult dependents
Small Business Tax Filing
Complete business tax services for sole proprietors, LLCs, S-Corps, and partnerships. From quarterly estimated payments to year-end filing, I handle the complexity so you can focus on running your business.
Bookkeeping
Organized, reliable bookkeeping services to keep your financial records in order throughout the year. When your books are clean, tax time runs smoothly — and you always know where your business stands financially.
I work with small businesses to maintain accurate records, reconcile accounts, track expenses, and prepare financial statements. Whether you need monthly bookkeeping or help catching up, I'll get your records organized and keep them that way.
Tax Planning & Strategy
The best time to think about your taxes isn't in April — it's throughout the year. Proactive tax planning helps minimize your liability and positions you for the best possible outcome every filing season. I work with you to identify opportunities before they pass.
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Year-Round Review
Ongoing analysis of your tax situation, not just at filing time
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Strategic Advice
Timing income, expenses, and major decisions for optimal tax results
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Liability Reduction
Identifying deductions, credits, and elections to lower your tax bill
IRS Representation
Received an IRS notice? Don't panic. As a licensed CPA, I can represent you before the IRS and help resolve correspondence, audits, and notices. You don't have to face it alone — I'll handle the communication and work toward the best resolution for your situation.
I Can Help With:
- IRS notice responses
- Audit representation
- Payment plan setup
- Penalty abatement requests
- Amended return filing
- State tax authority correspondence
Ready to Get Started?
Schedule a consultation today and experience the peace of mind that comes with having a dedicated CPA in your corner.
853 Margo Ct, Eldersburg, MD 21784