Business Details
Trusted Accounting and Financial Planning Services
Our firm was established with a singular focus on delivering personalized, high-quality accounting and financial advisory services. With over 18 years of diversified financial experience, we specialize in tax planning, compliance, and strategic financial management for individuals and businesses. Our commitment to honesty, integrity, and tailored client service ensures that each client receives dedicated attention from our principal accountant, who holds prestigious certifications including Certified Public Accountant (CPA) and Personal Financial Specialist (PFS). We combine technical expertise with a deep understanding of evolving tax regulations to minimize liabilities and optimize financial outcomes. Our services extend to payroll management, business succession planning, and investment review through our affiliated Registered Investment Advisory firm.As active members of the American Institute of CPAs (AICPA) and Maryland Association of CPAs (MACPA), we uphold the highest professional standards. Our technology-driven approach simplifies complex financial processes while maintaining the personal touch that defines our practice. Clients benefit from customized solutions, including 24/7 accessible payroll systems and comprehensive financial planning tailored to unique goals. We prioritize transparency, ethical practices, and continuous client education to build long-term trust. Whether you require GAAP-compliant financial statements or strategic tax mitigation, our firm delivers actionable insights to help you achieve financial clarity and success.
Services
Tax Planning
Payroll Services
Financial Planning
Business Succession Planning
Estate Tax Preparation
Accounting Software Implementation
Investment Review
Sales Tax Services
Highlights and features
- We offer 18 years of specialized accounting and financial planning experience.
- Our CPA/PFS certification ensures adherence to the highest financial planning standards.
- We provide 24/7 accessible, customized payroll solutions with personal guidance.
- Our services include business succession planning and investment portfolio analysis.
- We combine technical expertise with personalized, one-on-one client service.
Associations and certifications
- American Institute of CPAs
- Maryland Association of CPAs
Services
Tax Planning
Our tax planning services focus on minimizing current and future tax liabilities through proactive strategies. We monitor regulatory changes to implement compliance systems that prevent penalties while optimizing deductions. Clients receive customized plans addressing federal, state, and local tax obligations, including business succession and estate tax considerations.
Payroll Services
Our comprehensive payroll solution automates processing with secure online access for 24/7 management. Services include tax filing, direct deposit, W-2 preparation, and compliance with federal/state regulations. The system handles multiple pay types, schedules, and locations while offering personalized support for customized implementation.
Financial Planning
We develop tailored financial plans addressing retirement goals, investment strategies, and risk management. Our services include portfolio analysis, asset allocation recommendations, and retirement income projections. The affiliated Registered Investment Advisory firm provides ongoing portfolio reviews aligned with individual financial objectives and market conditions.
Business Succession Planning
This service ensures business continuity through structured transition plans. We help establish legal frameworks for ownership transfer, create contingency plans for leadership changes, and implement tax-efficient strategies to protect business value during transitions while safeguarding stakeholders' interests.
Estate Tax Preparation
Our estate tax services focus on minimizing federal and state tax liabilities through strategic planning. We prepare complex estate, gift, and trust tax returns while implementing mitigation strategies to preserve wealth for heirs and reduce potential emotional and financial burdens associated with estate transfers.
People
Kevin Howard
Owner
Certified Public Accountant with 18 years of experience in tax planning, financial management, and accounting software implementation. Holds CPA/PFS designation and QuickBooks ProAdvisor certification. Specializes in personalized financial advisory services for individuals and small businesses.
Questions
What accounting services do you offer for small businesses?
We provide full-cycle accounting services including receivables, payables, payroll management, and GAAP-compliant financial statements. Our services also cover tax planning, business consulting, and accounting software implementation tailored to small business needs.
Do you offer electronic tax filing options?
Yes, we offer electronic filing for all federal, state, and local tax returns. Our system supports magnetic media filing and provides confirmation of successful submission to ensure compliance with tax authorities.
How does your payroll service work?
Our cloud-based payroll system allows 24/7 access for data entry with automated calculations for all 50 states. Services include tax payments, direct deposit, W-2 processing, and compliance reporting with personalized support for implementation and ongoing use.
What financial planning resources are available?
We offer investment portfolio analysis, retirement planning calculators, and customized financial strategies. Our affiliated RIA firm provides asset allocation recommendations and ongoing portfolio reviews to align investments with financial goals.
How can I pay my accounting fees?
We accept credit card payments through PayPal's secure system, supporting Visa, MasterCard, Discover, and American Express. Payment confirmations are sent to both the client and our office upon successful transaction completion.
