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Accounting Services | Estate and Trust Tax Preparation | Tax Services


Accounting Services
In order to run your business in an efficient and cost effective manner, it is imperative that an appropriate accounting system be in place. I can help you help yourself or we can do the work for you. Talk to me about:

  • The setup of an accounting system for your new businesses
  • Bookkeeping Services
  • Business tax return preparation including:
    • Sales Tax
    • Payroll taxes
    • Information returns (1099s)
    • Maryland Personal Property Returns

Estate and Trust Tax Preparation
The loss of a loved one is difficult enough. If you have been named the executor of the will and/or the trustee of the trusts, the mountain of paperwork can seem overwhelming. My firm has spent years creating a niche in this very area. Not only can I guide you through the process, but I can also prepare all of the necessary tax filings and accounting reports required of a fiduciary.

Tax Services
In an effort to provide the most current information to my clients, I subscribe to various tax services from which I receive daily tax news. This up to the minute information enables me to address a changing tax climate while opportunities are still available. To that end the following services are offered:

  • Tax planning & return preparation
  • Individual returns
  • Corporate returns
  • Partnership returns
  • Limited Liability Companies/Limited Liability Partnerships returns
  • Estates, trusts, & gift returns
  • Not-for-profit organization returns


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