Compliance, representation, strategy, and operations — local where it matters, virtual everywhere else. Every engagement is flat-fee quoted and handled by the CPA directly.
Individual, business, trust & estate returns, extensions, and filings prepared and signed by the CPA.
Part-year, nonresident, and remote-worker filings — each state gets its share and not a dollar more.
Notices, audits, back taxes, collections, penalty abatement — nationwide, fully virtual.
State notices, assessments, hearings, payment plans, and MVA holds — resolved with the Comptroller directly.
S corp strategy, PTE elections, retirement design, and the moves that set your bill before December 31.
Budgeting, forecasting, cash flow, and a monthly narrative of what the numbers mean.
Monthly books, AR/AP, sales tax, and cleanup/catch-up projects that rescue a neglected file.
Setup done right, cleanup when it isn't, and training for whoever runs the books.
Entity selection modeled on your numbers, S corp elections, payroll setup, first-year calendar.
The “CPA letter” your mortgage or business lender wants — properly worded, 1–2 day turnaround, nationwide, even if you’re not our client.
CPA-prepared statements for loans, credit lines, leases, and bonding — built on reconciled books, on your reporting calendar.
Gifted a house or more than $19,000 to one person? Filing required — tax usually not. Appraisals, split gifts, prior-year cleanups.
For executors and trustees: final 1040s, estate income returns, Maryland’s two-layer estate and inheritance taxes, portability.
Fund accounting, board-ready reporting, and Form 990s prepared like the public documents they are.
Describe the situation — we'll tell you what it needs, even if the answer is 'less than you think.'