Tax Services

Not all accountants are created equal! Most accountants do a fine job recording the history you give them. They compile monthly, quarterly, and annual books and records. At tax time, your tax accountant will put the “right” numbers in the right boxes on the right forms. But then they call it a day.

Small Business Advisors is different. We don’t just record history. We help you write it, with a proactive attitude and complete menu of tax help and accounting services. It doesn’t matter how good your tax accountant is with a stack of receipts on April 15.

To minimize your taxes, you need a plan. You need concepts and strategies that leave more on your bottom line and we specialize in tax planning and tax preparation.

  • Have you organized your business right?
  • Do you have the right benefit plans for yourself and your employees?
  • Do you have the right retirement plan to prepare for your future?
  • Are you taking advantage of all the legitimate deductions, credits, loopholes, and strategies the Tax Code offers?

We give you the plan you need to minimize your taxes. Without “red flags,” “grey areas” or “aggressive” strategies. We have the experience — and more important, the proactive attitude — to give you more than just a history lesson. Find out why we’re more than “just” an accountant.

Call us at 410-721-6000 to schedule your free Tax Analysis. I’ll find the mistakes and missed opportunities that can cost you thousands, then show you how proactive tax planning can rescue those wasted dollars.

Tax Services

Client Center

- Individual Clients
- Business Clients
- Client Employee

Join a scheduled video meeting with our staff.

Using Your Client Organizer
How to Review My 1040
Using File Exchange

News & Events

USA Today Article

Gary Heldt, Jr., owner of the Maryland based accounting firm Small Business Advisors, breaks the mold of typical CPAs with hands on, year round dedication to customer service. Read more...

Breaking the Tax Code: America's Leading Tax Professionals Reveal Proven Strategies to Legally Minimize Your Taxes and Keep More of What You Earn. Learn more during your next consultation.

Phone: 410-721-6000 • Fax: 410-721-5985