Business Details
43 Years
experience
Your Trusted Accounting Partner in Chester, MD
Established in 1983, our firm has built a reputation as the longest-running CPA firm in Queen Anne's County. We specialize in delivering cost-effective tax strategies and comprehensive accounting solutions tailored to individuals, businesses, and estates. Our team of certified professionals brings decades of combined experience in public accounting, with expertise spanning small business advisory, virtual currency taxation, estate planning, and complex financial strategies.We prioritize client satisfaction through meticulous attention to detail, personalized service, and a commitment to staying ahead of evolving tax regulations. Our peer-reviewed status by the Maryland Association of Certified Public Accountants underscores our dedication to maintaining the highest standards of professional excellence.
Services
Tax Preparation
Financial Planning
Payroll Processing
Estate Tax Services
Cryptocurrency Tax Compliance
Details
- Year established: 1983
Highlights and features
- We offer over 40 years of combined experience in public accounting and tax advisory.
- Our team provides personalized service tailored to individual and business needs.
- We specialize in cost-effective strategies for blockchain, crypto, and traditional tax planning.
- Our professionals hold advanced certifications including CPA/PFS, CFP, and CVA.
- We serve clients from Queen Anne's County to international tax matters with local expertise.
Associations and certifications
- Maryland Association of Certified Public Accountants (Peer Review)
Services
Tax Preparation
Our tax preparation services ensure accurate and compliant filings for individuals and businesses. We specialize in complex scenarios including cryptocurrency transactions, estate taxes, and international tax matters. With decades of experience, we minimize liabilities while maximizing refunds through strategic planning.
Financial Planning
We create personalized financial plans addressing retirement, estate preservation, and investment strategies. Our certified professionals analyze tax implications to optimize long-term financial health. Services include budget forecasting, passive income planning, and college savings analysis.
Cryptocurrency Tax Compliance
Our blockchain experts handle tax reporting for digital assets across platforms like Coinbase and Gemini. We ensure compliance with evolving IRS regulations while identifying deductions for mining, trading, and staking activities. Services include audit support and penalty avoidance strategies.
Estate Tax Services
We provide fiduciary tax preparation and estate planning solutions to preserve wealth across generations. Our team navigates complex trust structures, probate requirements, and tax-efficient transfer strategies. Services include wills, trusts, and intergenerational business succession planning.
Payroll Processing
Our payroll services ensure accurate tax withholdings and regulatory compliance for businesses. We manage quarterly filings, W-2/1099 generation, and year-end reporting while identifying cost-saving opportunities through tax credits and deductions.
People
Christopher J. Williams
Certified Public Accountant
With over 15 years in public accounting, specializes in small business taxation, virtual currency, and high-net-worth individuals. Holds a Master of Science in Taxation from Rutgers University.
Art Svrjcek
Certified Public Accountant
25+ years advising S-Corporations and partnerships. Expert in fiduciary tax needs and estate planning strategies for business owners.
Allen K. Ayers
Certified Public Accountant
Dual-certified CPA and CFP with expertise in business valuation and tax-efficient financial planning. Holds a Master of Science in Taxation from University of Baltimore Law School.
Questions
What accounting services do you offer for businesses?
We provide tax preparation, payroll processing, financial statement compilation, R&D tax credits, and entity structure planning for corporations, partnerships, and sole proprietorships.
Do you handle cryptocurrency tax compliance?
Yes, our team specializes in blockchain taxation, including transaction reporting, audit defense, and tax-loss harvesting strategies for digital assets.
Are your services available outside Maryland?
While based in Chester, we serve clients nationwide and internationally, particularly in tax planning, estate matters, and blockchain-related services.
What are your tax season hours?
During tax season, we're open Monday-Thursday 8:30 AM-6 PM, Friday 8:30 AM-5 PM, and Saturday 9 AM-12 PM.
Can you assist with estate and trust tax returns?
Yes, we prepare fiduciary tax returns and provide compliance services for estates and trusts, focusing on minimizing tax burdens for beneficiaries.
