Phone: (301) 797-0200 - FAX: (301) 797-2577

 

 

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Rick's Corner:

  • This Weeks Schedule
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  • Updated Daily

Specializing in assisting small to medium sized businesses and individuals achieve their financial goals by creatively utilizing various tax laws & accounting principles in order to present the most favorable financial picture while minimizing the tax burden.

 

Small Business Services

  • Consultation regarding the best methods of accounting and taxation to fit your particular needs.
  • To be your external CFO with regard to budgeting, planning, monitoring, positioning, and periodically interfacing with officers and board members.
  • Enhancing banking relationships as needed.
  • Preparation of Reviewed Financial Statements.
  • Preparation of business tax returns.
  • Preparation of individual income tax returns for key employees
  • Review of your present accounting system as to efficiency, options, etc.
  • Training and/or upgrading your accounting personnel.

 

Services For Individuals

  • INCOME TAX PREPARATION
  • ELECTRONIC FILING
  • FINANCIAL PLANNING
  • INVESTMENT PLANNING
  • ESTATE PLANNING
  • IRS REPRESENTATION

 

  • PLEASE CONTACT US TODAY FOR AN APPOINTMENT
  • INITIAL CONSULTATIONS ARE ALWAYS FREE
  • LET US SHOW HOW WE CAN HELP IMPROVE YOUR FINANCIAL POSITION