Individual Tax Services

Preparing your own tax return can leave you with more questions than answers. Even the US Government’s General Accounting Office found that most taxpayers (77% of 71 million taxpayers) believe they benefit from using a professional tax preparer.

Like it or not, today’s tax laws are so complicated that filing even a simple return can be confusing. It’s just too easy to overlook deductions and credits you deserve. Even if you use an “accountant in a box” computer program, there’s no substitute for an experienced tax professional’s help.

Here’s what you get with our service:

  • We check and recheck your tax return to identify potential IRS “red flags” and limit IRS contacts.
  • We file your return electronically to get any refund quicker.
  • We help you adjust your payroll withholding to get more money back each paycheck. (Why give the IRS an interest free loan for up to 16 months?)
  • We show you potential deductions that most accountants overlook that you can use to pay less tax.

We also provide Personal Financial Planning Services to help you achieve Financial Freedom.

Call me at 410-721-600 to schedule your free Tax Analysis. I’ll find the mistakes and missed opportunities that can cost you thousands, then show you how proactive planning can rescue those wasted dollars.

I guarantee you’ll leave with new information, or I’ll give $50 to your favorite charity. So contact us today!

Client Center

- Individual Clients
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Join a scheduled video meeting with our staff.

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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