Business Details
29 Years
experience
Certified Public Accountants in Columbia, MD
Founded in 1997, our firm delivers expert accounting, tax, and consulting services tailored to individuals and businesses across the mid-Atlantic region. With over 200 years of combined experience, our team of certified professionals prioritizes personalized solutions, leveraging advanced technology for secure electronic filing and client communication. We maintain availability beyond standard business hours to accommodate client needs while adhering to rigorous compliance standards.Our commitment to quality service is reflected in long-term client relationships and industry-specific expertise spanning diverse sectors. We emphasize transparency, data protection, and continuous adaptation to evolving tax regulations to ensure reliable, forward-thinking financial guidance.
Services
Tax Preparation
Bookkeeping Services
Payroll Processing
Financial Planning
QuickBooks Support
Estate Tax Services
Business Consulting
Details
- Year established: 1997
Highlights and features
- We have over 200 years of combined accounting experience serving mid-Atlantic clients
- Our team offers evening and weekend availability for client convenience
- We implement secure document encryption and electronic tax filing systems
- Our services are tailored to specific industries including healthcare, real estate, and construction
- We maintain active professional memberships with AICPA and state accounting societies
Services
Tax Preparation
We prepare comprehensive income tax returns for individuals and businesses across federal, state, and local jurisdictions. Our services include strategic tax planning, multi-state filings, and electronic submission options. Clients receive personalized guidance to maximize deductions while maintaining compliance with evolving tax regulations.
Bookkeeping Services
Our bookkeeping solutions cover accounts payable/receivable management, financial statement preparation, and QuickBooks system support. We maintain accurate records for small businesses needing either full-service accounting or supplemental financial management assistance throughout the year.
Payroll Processing
We handle complete payroll services including direct deposit processing, tax withholding calculations, and Form 1099 preparation. Our systems ensure timely payments and compliance with employment tax requirements for businesses of all sizes.
Business Consulting
Our consultants provide startup guidance, cash flow analysis, and tax-efficient business structuring recommendations. We support entrepreneurs with financial planning, regulatory compliance, and operational strategies tailored to their specific industry requirements and growth objectives.
Estate Tax Services
We prepare complex estate and trust tax returns while assisting with gift tax filings and probate-related accounting. Our specialists help clients navigate wealth transfer issues and coordinate with legal professionals for comprehensive estate planning solutions.
People
Colette Lavanceau
Co-Founder, Partner
CPA with 35+ years' experience serving small businesses in construction, healthcare, and education sectors. Specializes in tax planning and financial statement compilation for both businesses and individuals.
Evan Sober
Partner
Accomplished tax professional with expertise in real estate, medical services, and legal industries. Provides strategic financial planning solutions for both individual and corporate clients across the mid-Atlantic region.
Susan Craig
Partner
Specializes in estate and trust taxation with extensive experience serving high-net-worth individuals, nonprofits, and military personnel with domestic and international tax compliance requirements.
Robert Crawford
Senior Tax Manager
Experienced tax strategist with corporate finance background, offering specialized income tax planning for individuals and small businesses while managing the firm's technical training programs.
Jennifer Ramsey
Senior Staff Accountant
Tax expert with international experience serving military families and small businesses. Provides specialized knowledge in individual tax compliance and strategic financial planning solutions.
Questions
What accounting services do you offer for small businesses?
We provide complete bookkeeping, payroll processing, financial statement preparation, and business tax filing services tailored to small business needs.
Do you offer electronic tax filing options?
Yes, we provide secure electronic filing for all individual income tax returns through our encrypted client portal system.
Are your accountants available outside regular business hours?
Our team offers evening and weekend availability for client consultations in addition to standard office hours.
What industries do your accountants specialize in?
We serve diverse industries including healthcare, real estate, construction, retail, and professional services with specialized tax knowledge.
How can I securely share documents with your firm?
We maintain a secure, encrypted web portal for document sharing and client communications without requiring login credentials.
Do you provide tax planning services for individuals?
Yes, we offer strategic tax planning, estimated tax projections, and multi-state tax services for individual clients.
