We Serve Businesses and Entrepreneurs Needing CPA, Tax Attorney Expert, Financial Planning
and Business Consulting in Montgomery County, Maryland

Business Consulting

A business plan charts a clear path for the business, its function, and responsibilities; allowing the owner to manage with effective stewardship.

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Financial Planning

Many business owners leave cash flow management to chance or poor management. Business owners need to understand and make cash management one of their strategic function.

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Tax Planning

As Tax Law experts we will take full advantage of all existing laws to ensure that we can reduce your tax liability to the lowest legal amount possible; something many businesses fail to realize the real potential for savings.

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Our Services

Most companies need more than just an accountant. They need a business advisor that understands the ins and outs of most complex financial aspects of business with an understanding of tax law, and how it applies; someone to provide strategic guidance.

financial planning services MD

Financial Planning

Financial planning is essentials to maintaining your business for growth and improvements in services.

Tax planning Service

Tax Planning

Any business wanting cost savings and growth needs end of year to plan for reducing your income tax.

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Tax Return Preparation

We can prepare your taxes for indiviuals and businesses. Over 25 years in tax law.

business mergers

Mergers & Acquisitions

Our mergers and acquisition consulting helpa clients navigate the process of mergers and acquisitions to help clarify the business goals.

planning for retirement

Exit Planning Corporations

Exit Planning is the creation and execution of a strategy allowing owners to exit their businesses on their terms and conditions.

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Estate Planning & Wealth Managment

Proper estate planning can save families large amounts of money and stress when they are at their most vulnerable.

Request a Call Back

We are happy to give you a call back to discuss your person need.

13010 Boswell Court, Potomac, MD 20854

301.299.8700

Clients Testimonials

We help our clients through every phase of business to help them succeed and to be ready when it's time to retire.