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    • Home
    • Services
    • Contact Us and Fees
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    • 2023 Tax Planning Blogs
    • 2022 Tax Planning Blogs
  • Home
  • Services
  • Contact Us and Fees
  • Credentials/Testimonials
  • 2023 Tax Planning Blogs
  • 2022 Tax Planning Blogs

Tax Accounting You Can Count On

Tax Accounting You Can Count OnTax Accounting You Can Count OnTax Accounting You Can Count On

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Tax Accounting You Can Count On

Tax Accounting You Can Count OnTax Accounting You Can Count OnTax Accounting You Can Count On

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Licenses

  • Certified Public Accountant (CPA® Virginia License# 34954, and Maryland License# 45099)
  • Certified Financial Planner (CFP® License# 369879)
  • Chartered Financial Analyst (CFA® License# 925101)
  • IRS Enrolled Agent (License# 00148503-EA) / Preparer Tax ID Number (PTIN) P02488165 / EFIN #521309 / 1099 TCC 50T04
  • Financial Risk Manager (FRM® License# 991510)
  • MBA (Finance, Robert H. Smith School of Business), University of Maryland at College Park

Management

  • Bookkeeping: manage daily transactions
  • Individual and small business: tax preparation
  • College financial aid: FAFSA/CSS related tax filing


Advisory

  • Tax planning: Reporting and advice to support growth
  • Tax planning: college financial aid 
  • Tax planning: real estate investment


Serving Our Community

A seasoned CPA/CFP/CFA/MBA is happy to help you become tax smart.

"Do not strive to get rich; save your wisdom." Proverbs 23: 4.

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