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  • Who We Are
  • Who We Serve
    • Churches
    • Nonprofits
    • Optometrists
    • Professional Service Providers
    • Service-based Businesses
    • Small Businesses
  • Resources
    • Resources Library
    • eBooks
    • Forms, Documents & Links
    • Refund Tracker
    • Blog
  • Careers
Pay Bill Get In Touch

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From the firm: Making tax season work for you

This time of year is about more than just filing returns–it’s an opportunity to build a stronger foundation for your business. Learn how we're priorit...
Read more about From the firm: Making tax season work for you ➞

Maximizing your tax refund: A strategic guide to tax planning

Learn to maximize your tax refund and optimize your tax planning with our latest eBook.
Read more about Maximizing your tax refund: A strategic guide to tax planning ➞
A woman's hand holding a mobile phone that shows an e-commerce site on the screen.

Your launch list for e-commerce business success

An e-commerce business allows you to tap into the growing online marketplace. Learn what you need to consider when launching an e-commerce business.
Read more about Your launch list for e-commerce business success ➞

From the firm: New year, new vision: Setting the tone for 2025

Make 2025 your best year yet with strategies for lasting success.
Read more about From the firm: New year, new vision: Setting the tone for 2025 ➞

Mind flex: January brain freeze

Test your January knowledge with these cool facts about the first month of the year.
Read more about Mind flex: January brain freeze ➞

Life and living: A fresh start: Your guide to crushing the new year

Get simple, actionable steps to renew your business (and yourself!) in 2025.
Read more about Life and living: A fresh start: Your guide to crushing the new year ➞

Power up productivity with these essential tools

Boost your business efficiency with these must-have tools for getting more done.
Read more about Power up productivity with these essential tools ➞

Taking the headache out of payroll: A small business guide

Learn how to master payroll with these simple and proven methods.
Read more about Taking the headache out of payroll: A small business guide ➞

Say goodbye to shoebox accounting; say hello to online portals

Discover how secure online portals can take your business from a cluttered mess to a streamlined success story.
Read more about Say goodbye to shoebox accounting; say hello to online portals ➞

Smart budgeting strategies for your small business

Get a handle on your finances with these no-nonsense budgeting strategies.
Read more about Smart budgeting strategies for your small business ➞

Protecting your financial data: A small business owner’s guide

Discover a practical approach to safeguarding your business’s most valuable information.
Read more about Protecting your financial data: A small business owner’s guide ➞
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Protecting your personal and business data: Essential security tips from your trusted advisor

Discover essential security practices that will help protect your financial information and make 2024 your most secure year yet.
Read more about Protecting your personal and business data: Essential security tips from your trusted advisor ➞

Life and living: Deck the halls with new traditions: Fun ways to celebrate at home and work

From festive family activities to fun workplace celebrations, we share several ideas to make the holidays extra special.
Read more about Life and living: Deck the halls with new traditions: Fun ways to celebrate at home and work ➞

Tax-loss harvesting: What it is and how it works

Learn how tax-loss harvesting can help your small business minimize tax liability.
Read more about Tax-loss harvesting: What it is and how it works ➞

12 tips to finish the year strong

Use these tips to help you tidy loose ends, boost your business and set yourself up for success in 2025.
Read more about 12 tips to finish the year strong ➞

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Contact Us

Bel Air Office

218 Fulford Ave
Bel Air, MD 21014

p:  (410) 692-5283

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