Financial Planning

You always have options when you work with our accounting team. See how easy it is to get started by scheduling a free initial consultation, visiting us at our offices, or sending us an email.

Financial Planning Services For Individuals and Business Owners

Everyone who creates a business and wealth will one day transfer those things — voluntarily or involuntarily.

Estate planning mechanisms including insurance, trusts, elder care asset protection and timely asset distribution can greatly reduce or eliminate federal estate or inheritance taxes. It also includes asset protection, exit-strategy planning for business owners in structuring legacy planning, buy-sell agreements and mergers and acquisitions

Find out how easy it is to get started with our team. Start talking with our CPA team in your free initial consultation by filling out our online form, sending us an email, or by giving us a call at (410) 263-4201.

Stay Ahead with Financial Planning

Get help from a high net worth specialized CPA for tax planning and other services including, but not limited to:

  • Budgets & Projections
  • Business Planning
  • Business Valuations
  • Cash Flow Projections
  • Retirement Planning

Individuals as well as businesses need financial and tax planning. Our team is able to advise clients of pending changes to further reduce their tax liabilities and assist in their financial planning.

Protect Your Wealth With 3rd Party Audit & Advisory Assurance

Knowing where your money is flowing can help you chart where your next chapter in life leads. That's why when the project calls for it, our team can help with cash flow budgeting, forensic financial audits, and more. Some of our most common financial audit services include:

  • Financial Statement Audits
  • Financial Statement Reviews
  • Financial Statement Compilations
  • Employee Benefit Plan Audits & Consulting

If you need to provide financial assurance to your clients and stakeholders, then we can help you demonstrate your financials with our third-party auditing services trusted by hundreds of clients around the country.

Comprehensive Individual and Small-to-Medium Business Tax & Accounting Services

If you or your business needs accounting support beyond bookkeeping needs, we can support your current and future plans with a number of tax and accounting services, including but not limited to:

  • Individual & Business Tax Preparation
  • Business Valuation
  • Bookkeeping
  • Tax Planning
  • Litigation Support
  • Cash Flow Budgeting
  • & More

Talk with our CPA team to learn more about the ways we can help your organization grow with an eye on your bottom line alongside industry compliance requirements.

Start Working With Us For Fast, Reliable Financial Planning

By personally getting to know their clients, our teamis better able to assist them with all of their personal planning. Whether it’s a dream to put a child through college or a look toward the golden years, we are prepared to give clients the sound advice they need to invest wisely in their future.

We will work with your current financial advisor if you have one to ensure that your objectives and goals are being met from a personal, business and estate tax perspective to facilitate future cash flows being distributed to the client from their assets with an eye for minimizing potential tax burdens that could reduce anticipated income streams.

Find out how easy it is to get started. Schedule time with us today by filling out our online form, sending us an email, or by giving us a call at (410) 263-4201. Our team will work with you to get started on your financial planning project as quickly as possible.

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You always have options when you work with our team. Get started by scheduling a free initial consultation, visiting us at our offices, or sending us an email.

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We have several offices in Maryland to help you with your tax, audit, assurance, and advisory needs.


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