• Corporate, Partnership, Trust and Individual Tax Planning and Return Preparation
  • Estate Planning / Return Preparation
  • We can help you with decisions regarding personnel, expansion, equipment purchases
  • Family Tax Planning / Shifting
  • Assistance with IRS Offers-In-Compromise
  • Roth IRA Accounts
  • Tax Projections
  • Education Tax Planning through Code Section 529 Educational Savings Accounts
  • Personal Financial Planning
  • Marital – Divorce Tax Advice
  • Tax-Exempt Investments
  • Tax Consequences of Life Insurance
  • Tax Advantaged Retirement Plans, Sec. 125 and 401(K) Plans
  • Our objective is to complete your work in a timely manner at the lowest possible cost
  • Review of Tax Implications of Business Mergers, Acquisitions and Liquidations
  • Analysis of Tax-Advantaged Investments
  • Tax Examinations, Rulings, and Appeals
Accounting Services for businesses Rockville MD
Small business Tax Services Montgomery Co MD

Accounting and Auditing

  • Audit of your Company’s Financial Statements
  • Compilation or Review of Financial Statements
  • Preparation and Analysis of Financial Statements
  • Accounting and Bookkeeping Services – Monthly, Quarterly, Yearly
  • Fulfillment of Compliance Requirements
  • Evaluation of Internal Controls and Information Systems
  • Forensic Accounting / Fraud Auditing
  • Sarbanes-Oxley Review for compliance

Business Valuation

  • Buying or selling businesses
  • Estate tax returns
  • Family Planning
  • Insurance purposes
  • Personal financial planning

Want to work with us?

Don’t let your business evolve according to the pace of others.
Contact us to discover how we can help with the management of your accounting issues.

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