Business Details
Your Trusted Partner for Accounting & Tax Solutions in Annapolis
We are a team of Certified Public Accountants and Advisors dedicated to serving the accounting and advisory needs of small businesses and their families. Our approach centers on building trusted relationships through professionalism, responsiveness, and quality, viewing each client relationship as a partnership where our success reflects theirs. We specialize in tax planning, bookkeeping, financial forecasting, and business consulting, offering tailored solutions to enhance profitability and growth.Our expertise extends to IRS and state representation, payroll services, and QuickBooks consulting by a Certified QuickBooks Pro Advisor. We prioritize timely communication, ensuring clients receive clear answers to all questions. With a focus on complex tax situations and estate planning, we help clients lower tax liability while maintaining compliance. Our team includes seasoned professionals with decades of combined experience in accounting, tax management, and financial advisory services.
Services
Tax Preparation
Tax Planning
Payroll Services
Bookkeeping
Financial Forecasts
Business Succession Planning
Estate Planning
QuickBooks Consulting
IRS Representation
Mergers & Acquisitions
Highlights and features
- We specialize in serving small businesses and their families with tailored accounting solutions.
- Our team includes Certified Public Accountants and QuickBooks Pro Advisors.
- We prioritize timely responses and clear communication with clients.
- We offer in-house CFO services for comprehensive financial management.
- We provide IRS and state representation for tax-related issues.
What people say
Timely answers
Personalized approach
Hard-working team
Perfect find
Easily talk to
Services
Tax Preparation
We prepare accurate and compliant tax returns for individuals and businesses, focusing on minimizing liability. Our CPAs handle complex tax situations, ensuring adherence to federal and state regulations. Clients benefit from personalized guidance to maximize deductions and avoid audit risks.
Bookkeeping
Our bookkeeping services maintain organized financial records, including statement preparation and cash flow analysis. We ensure real-time accuracy for informed business decisions. Clients gain clarity on financial health through monthly, quarterly, and annual reporting tailored to their needs.
Business Consulting
We identify profitability challenges and provide strategic solutions for business growth. Services include succession planning, mergers and acquisitions support, and in-house CFO advisory. Our approach combines industry expertise with actionable insights to enhance operational efficiency and long-term sustainability.
Estate Planning
We assist in creating estate plans to ensure smooth asset transfer while minimizing tax burdens. Our experts guide clients through trust creation, gift planning, and beneficiary arrangements. Clients receive customized strategies to secure their financial legacy and family protection.
QuickBooks Consulting
As Certified QuickBooks Pro Advisors, we optimize accounting systems for efficiency. Services include software setup, troubleshooting, and training. Clients streamline financial processes with tailored solutions that improve accuracy and save time, supported by our technical expertise.
People
Anthony Dinenna
Managing Partner, CPA
Anthony Dinenna leads client relationships with over 20 years of experience in accounting and tax advisory. He specializes in small business strategy and IRS compliance, ensuring personalized solutions for long-term success.
Boonkeng Lee
Principal, CPA
Boonkeng Lee oversees financial consulting services, focusing on business growth and tax planning. With expertise in mergers and acquisitions, he delivers strategic insights to enhance client profitability and operational efficiency.
Jeanette Pakenhall
Principal
Jeanette Pakenhall specializes in estate planning and complex tax scenarios. Her client-centric approach ensures tailored strategies for wealth transfer and compliance, supported by over 15 years of advisory experience.
Pawan Kumar
Tax Manager, CPA
Pawan Kumar manages tax compliance and planning for businesses and individuals. He excels in resolving state and federal tax issues, providing clear guidance to minimize liabilities while maintaining regulatory adherence.
Dawn Eshelman
CPA
Dawn Eshelman focuses on individual tax preparation and small business advisory. Her attention to detail ensures accurate filings and strategic tax-saving opportunities, serving clients with responsiveness and technical expertise.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial forecasting, payroll services, and IRS representation tailored to small businesses.
How do you handle complex tax situations?
Our CPAs specialize in complex tax planning and compliance, ensuring accurate filings and strategies to reduce liability.
Do you offer QuickBooks support?
Yes, we provide QuickBooks consulting, including setup, troubleshooting, and training by Certified Pro Advisors.
What estate planning services are available?
We offer trust creation, gift planning, and asset transfer strategies to secure your financial legacy.
