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!!

Small Business CPA Services

In a nutshell, this is what we strive to do for our small business clients:

  • Decrease taxes
  • Increase net worth
  • Responsible recordkeeping and timely filing
  • We are different
  • Our goal is to decrease your taxes and increase your net worth
  • We proactively take care of your business
  • One stop for bookkeeping, payroll, tax and Wealth Management
  • 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
  • Start-up services, New business welcome
  • Loan packages/business plans
  • Quickbooks installation and support
  • Complete payroll service including direct deposit, check writing and tax pay
  • Income tax planning and preparation
  • Complete bookkeeping service. Yes, we roll up our sleeves and reconcile your bank account, enter checks, deposits and credit card information.
  • Client accounting software that integrates with our accounting software
  • Our Small Business service begins with a “State of the Union” address on your business
    • We analyze your entity status (ie: Sub-S vs. LLC vs. C-Corp vs. Sole Proprietorship) to ensure you are operating in the most tax efficient mode possible. This is a crucial component in tax savings for both the short term and long term.
    • Small Business Retirement Planning
    • We review prior year tax returns and amend if necessary.
    • We go over current financial statements with you on a line by line basis and let you know all of your key numbers.
    • We prepare a current year tax projection and let you know where you stand currently as well as what the next April 15th will look like.
    • We go through our 4 page tax planning checklist with you in an attempt to minimize your taxes.
    • We do a complete Wealth Management review with you to ensure that you are meeting all of your personal financial goals.
  • Our Monthly Small Business Package keeps us in touch with you each month and gives you the freedom to do important things like running your business, making sales, managing your employees or just spending more time with your family. We provide consultation to help you run your business. Of course we do the compliance work including payroll tax filing, bookkeeping, tax preparation, etc. but our main focus is on helping you reduce your taxes and increase your net worth. We are different. You will not get a bill each time you call us. Please call Tom (410-381-8121) to see if we can help your business become more profitable.
  • Our tax planning philosophy is as Judge Learned Hand wrote in a 1934 tax court decision--"Anyone may so arrange his affairs that his taxes shall be as low as possible; he is not bound to choose that pattern which will best pay the Treasury; there is not even a patriotic duty to increase one's taxes."

Personal Services for our Small Business Owners

  • Income tax planning and preparation
  • Personal Wealth Management including planning for retirement, children's education, wealth accumulation, specific purpose funding, emergency funding and risk management

Let us be your Offsite Accounting Department

  • Complete offsite bookkeeping and accounting for your small business.
  • Accounts payable service including check writing and cash management.
  • Accounts receivable service including invoicing, collections, cash posting and aging reports.
  • Monthly financial package including comparative statements, 12 month spread reports, accounts receivable aging, expense distribution, traditional Income Statement and Balance Sheets.

Video

We are Different

Established 1987

Our tax planning philosophy


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