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- What we do
- Tax preparation
Tax returns,done right and on time.
We prepare your federal and Maryland returns, go through them with you line by line, and e-file once you are happy.
- Individuals
- Families
- Self-employed
- Small businesses
- Federal and Maryland returns
- Every kind of income
- A review with you before filing
- Forms filled out online
What is included
Federal and Maryland returns
Individual returns, plus business returns for sole proprietors, partnerships and corporations.
Every kind of income
W-2 wages, 1099 contract work, rental property, investments, retirement income and side gigs.
A review with you before filing
We walk you through the result and answer questions before anything goes to the IRS.
Forms filled out online
Your taxpayer information, engagement letter and income checklist live in your client account.
Extensions when you need them
If a document is late, we file the extension so you are covered.
Help with IRS letters
Got a notice about a past return? Bring it to us and we will explain what it means.
A good fit if…
- You want someone to check your return, not just type it in
- You had a change this year: a new job, a home, a child, a business
- You have 1099, rental or self-employment income
- You would rather fill out forms at home than in an office
What to have on hand
- Last year’s tax returnFederal and Maryland, if you have them
- Photo IDFor you and your spouse if filing jointly
- W-2s from every employer
- 1099sContract work, interest, dividends, brokerage, retirement
- Form 1098 for mortgage interestIf you own a home
- Childcare and education costsProvider name and tax ID
- Records for charitable gifts
You are all set. Book a time and bring these along.
Missing something? Book anyway, we will tell you what is needed.
Your ticks stay on this device only. Please never email Social Security numbers.
Three steps
Book a consultation
Tell us what changed this year so we know what to look for.
Fill out your forms online
Create a client account and complete your three tax forms from home.
Review and file
We prepare the return, go through it with you, then e-file.
Dates to know
Employers must send them by this date (Jan 31 falls on a Sunday).
File, or file an extension. An extension gives more time to file, not to pay.
Last day to file if you extended in April.
General dates for calendar-year filers. Your situation may differ; we confirm yours in the consultation.
Common questions
How long does a return take?
It depends on how complete your documents are. Once we have everything, we will tell you when to expect your draft for review.
Can you file a return from a past year?
Yes. Bring whatever records you have for that year and we will tell you what else is needed.
Do I need to come to the office?
No. You can create a client account and fill out your forms online, then review your return with us by phone or in person.
Other ways we help
Year-round moves that lower next year’s bill.
Pay runs, payroll taxes and year-end W-2s.
Clean monthly books and clear reports.
Practical advice on cash flow, pricing and growth.
The right entity, registered correctly from day one.
Ready to talk about tax preparation?
Book a consultation in under a minute, or call the office. We reply within one business day.