Small Business Services
Payroll Services
Personal Tax Services
Financial Services

Small Business Services

  • We are different
  • NO HOURLY FEES: Only fixed fees which are quoted up front
  • Affordable: Weekly rates as low as $35! YES! We ARE different!
  • Unique State of the Union address on the financial status of your business
  • No business too small
  • One stop for bookkeeping, payroll, tax, and Wealth Management
  • We proactively take care of your business
  • Our goal is to decrease your taxes and increase your net worth
...there's more!!

Payroll Services

  • The same friendly staff member to handle your payroll each time (Christy 410-381-8121 ext. 104)
  • Locally owned since 1987
  • Last minute changes with a smile
  • Creative & flexible: let us know what you want and we'll see if we can do it!
...there's more!!

Personal Tax Services

  • Individual tax preparation
  • Retirement planning
  • Personalized tax planning
  • Mid-year planning meeting
...there's more!!

Financial Services

  • Unique, easy to understand "bucket system" for Wealth Management
  • Year to year Net Worth Analysis
  • Small Business Retirement Planning
...there's more!!

Personal Tax Investments Services

  • Individual tax preparation
  • Personalized tax planning
  • Retirement Planning
  • Education Cost Planning
  • Mid-year planning meeting
  • Specialties include Real Estate and Small Business

Video

We are Different

Established 1987

Our tax planning philosophy


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