New Clients

Welcome! If we did not prepare the last return you filed, then you are a new client!!!

What we do
We are a tax and accounting firm. We do individual taxes(1040’s), payroll, corporate, partnership, estate and trust taxes. We also help our clients with financial planning, tax projections, estate planning and a variety of other consultation services as needed.

Need an appointment?
First things first, download our New Client Information Form.  We'll need some introductory information before we schedule your appointment.  Once you get that information back to us we'll review it and give you a call to schedule an appointment.  If we are booked through April 15, it’s not a problem. We will file an extension and have our appointment after April 15.

Need an extension?
Relax - filing an extension is not something to worry about. Both Matthew and Ryan file extensions for not only their personal returns but for hundreds of other people, corporations and other entities. It's a common practice and not a red flag. An extension is just a form by which you tell the government that you need more time to get your information together to file an accurate return. Filing it reduces your exposure to penalties if you end up owing money.  The one thing you need to remember though is filing an extension provides you with an additional six months to file your tax return, it DOES NOT give you an extension to pay your taxes if you owe.  Payments still need to be in by the filing deadline.

Preparing for your appointment
Over the years we have developed lots of worksheets to help our clients get ready for their taxes. Click on the "Client Resources" button to review a list of the worksheets we have available.  Then just let us know what you need.

How much will my taxes cost?
All work we do in our office is billed based on time and difficulty. The rate depends on the complexity of your return. For Form 1040 individuals, the starting rate for a tax return is $495.  Dependent, or kid's returns, start at $125.

 

Directions to our office
5205 Chairmans Court, Suite 204, Frederick, MD 21703