About Our Firm
We are a small firm located in the middle of Harford County which has experienced significant growth over the past 25 years. Our firm was established over 25 years ago to meet the needs of a growing community. Since we are a small firm with four accountants and support staff, we can respond to client needs in an efficient, timely and cost effective manner.

How We Assist You

We assist individuals and families with tax return filings each year, but also guide our clients with financial and tax planning on a range of life issues. We assist with planning in areas such as income tax, college, estate and gift tax, divorce and elder care. We work directly with federal and state agencies to solve any income tax questions and notices.

Our staff prepares tax return filings each year for small businesses, but more importantly we guide business owners in the start-up of their operations. Our firm will provide consultation to our new clients as they determine if their business will be a profitable venture. We offer accounting system consultation to help in the installation of the proper accounting package and provide on-site assistance to maintain the accounting programs.

Our firm also provides small businesses with analysis of financial statement information to assist the owner with managing the business and making critical decisions. We offer payroll services to include processing payroll checks and filing all payroll forms with federal and state agencies. We will work closely with other professionals to ensure coordinated decisions are being made, such as with attorneys, bankers, insurance agents and investment advisors.

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