- Accounting & Auditing
- Tax Planning and Preparation
- Management Advisory Services
- Business Valuation and Litigation Support
- Technology Consulting
- Plan Audits
- Business Succession Planning
- Bookkeeping Services
Tax Tips
Click here for the latest tax updates.
Tax Services for Individuals Brochure
Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation. Our research and tax return preparation capabilities are supported by state of the art computer systems and software. These significant investments in technology enable us to provide you with timely, accurate and effective responses to your tax needs.
Tax planning and related services include:
- Tax advising, planning and preparation
- Taxpayer representation before federal, state and local jurisdictions
- Financial, retirement and estate planning
- Payroll tax services
The IRS has recently increased the standard mileage rate, does it make sense to take this or the actual cost of vehicle use? Click here for an interesting article.
RESOURCES
Here is a list of topics we are frequently asked to speak about to business associaitons and other groups. If you would like to schedule one of our experienced CPAs or business consultants to present to your organization, please contact Andrew Rose.
CONTACT
For more information about our tax services, please contact Jeff Drake at (410) 453-5500 ext. 1192.
TAX SEMINAR TOPICS
Income Taxes – The Topic That Can Either Put You to Sleep or Keep You Up All Night. We’ll review the various types of income and why some types are better than others. We’ll discuss interest income, dividend income, capital gains income and ordinary income.
You Didn’t Think Saving Money in an IRA Would Be This Complicated, Did You? We’ll discuss the tax affects of withdrawals, early penalty withdrawals, required minimum distributions, converting from an IRA to a ROTH account, and different strategies you can employee to avoid early withdrawal penalties. Included in this discussion will be techniques for creating legacies.
Time to Send the Kids to College - Educational Planning Strategies. In this seminar, we’ll outline the various educational savings vehicles including Coverdale IRAs, ROTH IRAs and 529 plans. We’ll discuss the pros and cons of each and what considerations need to be made in plotting a path to pay for education.
Home Sweet Home… or is it? Primary, Vacation, Rental Home Tax Issues - We’ll talk about the various tax implications when you acquire, hold and dispose of real estate.
You’ve Spent a Lifetime Accumulating, Now How Do You Minimize Taxes in Retirement? The time has come to migrate from a growth to a harvesting strategy. We’ll discuss the various methodologies, long-term historic returns, how to create a balanced portfolio and the tax implications of each option.
For a PDF of the above topics, click here.