Business Details
50+ Years
experience
Trusted Accountants in Hagerstown, MD
We are a full-service accounting firm dedicated to providing comprehensive financial solutions tailored to our clients' unique needs. Established in 1975, our practice has grown from a small seasonal business to a multi-office firm serving clients across West Virginia and Maryland. Our philosophy of 'Getting Involved' drives our commitment to community engagement and personalized service. With decades of combined experience, our team of certified professionals specializes in tax planning, financial statement preparation, payroll services, and business consulting.We prioritize understanding our clients' personal and professional goals to develop strategic solutions that minimize tax liabilities and maximize financial success. Our expertise extends to estate planning, IRS representation, and cloud-based accounting technologies. As active members of the American Institute of CPAs and state accounting associations, we maintain the highest professional standards. Our mission remains unchanged: to take clients where they want to go by alleviating their financial burdens and enabling them to focus on their core priorities.
Services
Tax Preparation
Payroll Services
Financial Statements
Estate Planning
QuickBooks Support
Cloud-Based Services
IRS Representation
Sales Tax Filings
Notary Services
Management Advisory
Details
- Year established: 1975
Highlights and features
- We offer 40+ years of combined experience in tax and accounting services
- Our team includes multiple licensed CPAs and enrolled agents
- We provide personalized financial strategies tailored to client goals
- We maintain active memberships in major professional accounting associations
- We offer cloud-based accounting solutions for real-time financial management
Associations and certifications
- West Virginia Public Accountants Association
- Maryland Society of Accountants
- American Institute of Certified Public Accountants
Services
Tax Preparation
We provide professional preparation of federal, state, and local tax returns for individuals and businesses. Our team stays current with tax law changes to ensure compliance while minimizing liabilities. We offer electronic filing capabilities and competitive rates for all tax preparation services.
Payroll Services
Our comprehensive payroll solutions include preparation, tax reporting, and compliance management. We handle all federal and state payroll tax requirements while maintaining accurate records for businesses of all sizes. Our services ensure timely and compliant payroll processing.
Financial Statements
We prepare GAAP-compliant financial statements for banks, investors, and third parties. Our services include custom financial analyses to identify inefficiencies and improve business performance. We create tailored reports for managerial decision-making and strategic planning.
Estate Planning
Our estate planning services focus on minimizing federal and state estate tax liabilities. We help clients protect their heirs from unnecessary tax burdens through strategic planning. Our expertise includes creating comprehensive estate plans that align with personal and financial goals.
IRS Representation
We provide full representation before the IRS and state taxing authorities. Our team negotiates offers in compromise and resolves tax disputes. With deep knowledge of tax codes, we help clients address back taxes and compliance issues effectively.
People
Bradley J. Close
CPA
Bradley Close has over 15 years of experience in taxation and accounting. He holds an MBA with an accounting concentration and passed the CPA exam in 2007. He specializes in strategic financial planning and business tax solutions.
Thomas A. Close
CPA
Thomas Close brings 40+ years of tax expertise to our firm. A licensed CPA and registered investment advisor, he specializes in small business pension plans, estates, and trusts. He founded the firm in 1975 and maintains active professional memberships.
Matthew T. Close
CPA
Matthew Close has over 20 years of accounting experience. Licensed in three states, he focuses on comprehensive tax planning and compliance. He joined the firm in 1998 and became a CPA in 2007 after passing the uniform exam.
Megan Shives
CPA
Megan Shives joined the firm in 2013 and became a CPA in 2018. She holds an MBA and specializes in business accounting solutions. With prior experience in business administration, she provides practical financial strategies for growing companies.
Brenda Close
Enrolled Agent
Brenda Close has 36 years of accounting experience and passed the Enrolled Agents exam in 2009. She specializes in client relations and tax preparation. Her expertise includes payroll management and individual taxation services.
Questions
What accounting services do you offer?
We provide full-charge bookkeeping, financial statement preparation, payroll management, and cloud-based accounting solutions using QuickBooks and other platforms.
Do you handle IRS tax issues?
Yes, we offer complete IRS representation services including audit support, tax debt resolution, and negotiation of offers in compromise.
How can you help with estate planning?
Our estate planning services minimize tax liabilities and protect heirs through strategic planning for wills, trusts, and probate matters.
Are you available year-round for tax planning?
Yes, we provide ongoing tax planning services to help clients minimize current and future tax obligations throughout the year.
What areas do you serve?
We serve clients in Hagerstown, MD, Berkeley Springs, Martinsburg, WV, and surrounding areas with both office and remote support options.
Can you assist with QuickBooks support?
Our trained staff provides comprehensive QuickBooks support including setup, troubleshooting, and cloud integration for real-time financial management.
