PERSONAL ACCOUNTING & INCOME TAX SERVICES

If you want a true tax expert, educated on current Federal, State, and, Local tax codes to make sure your tax return preparation is done right, then get in touch with the most experienced accountant in Gaithersburg today.

We are well versed in all areas of tax prep including but not limited to

• Rental properties and real estate income.
• Home office deductions
• K1 income
• Stock transactions
• Debt cancellation
• Foreign earned income exclusions
• Home business
• Inheritances
• Charitable deduction

 You worked hard. You’ve saved so you can enjoy life once you retire. But is it enough? How long will it last? Will you be able to afford the lifestyle you want? Retirement planning can make a huge difference in your life, let us help you reach your retirement goals.  We are dedicated to planning strategies that minimize tax and risk.The basic objective of our retirement plan begins with a personalized financial analyses is to determine if your projected cash flow will cover projected expenses 

We will sit down with you and learn about your financial status while formulating precise financial advice to help your company achieve financial goals. Relying on our knowledge and years of success, we will advise you on financial directions and actions that will help you increase your wealth, minimize taxation, and be assured of passing your estate on with the least burdens on your heirs. 

We will help get you to the right plan for your specific situations.

Looking to pass on wealth to beneficiaries without any unwanted tax consequences? The simplest and easiest method is often the best approach: Just give cash or property away to your loved ones. All you have to do is make gifts to family members that are covered by the annual gift tax exclusion.  In many cases, you don’t even have to file a gift tax return. Such gifts can systematically reduce the size of your taxable estate. In addition, the family may realize income tax savings in the future.