Tax Preparation, Planning and Advice

Tax preparation and planning services for all forms of business entities, owners and employees. From small sole proprietorships to mid-size corporations operating in MD or multiple states.

Advice, planning and implementation of strategies to reduce taxes, manage fixed assets, and help in making decisions such as capital gains vs. ordinary income, installment sales, buy vs. lease, like-kind exchanges, tax harvesting, defered compensation, benefits, and more.

Dealing with issues of business evolution and making changes that affect tax treatment including advice, planning and implementation of changes in accounting basis, entity type, ownership, business continuation, valuation, liquidation, and more.

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Check the background of this financial professional on FINRA's BrokerCheck