Accounting, tax, payroll, and advisory — organized around outcomes.
One firm covering the financial disciplines most Eastern Shore owners need, coordinated so nothing falls between the cracks.
Accounting & Bookkeeping
We keep the books current so leadership can act on real numbers, not estimates. Engagements are custom-designed to your business — not templated — with reliable, timely data as the goal.
- General ledger, month-end close, and account reconciliations
- Financial statement preparation and management reporting
- QuickBooks setup, cleanup, and ongoing Pro Advisor support
- Sales and use tax reporting for Maryland businesses
- Client write-up and back-office accounting
Tax Preparation & Planning
From year-end filings to year-round planning, we help individuals and businesses meet deadlines and avoid surprises — coordinated by a CPA who has been doing this since 1987.
- Individual income tax returns — all 50 states
- Business returns: LLC, S-Corporation, C-Corporation, and Partnership
- Electronic filing and refund tracking
- Personal and business tax projections and planning
- Multi-state and seasonal business considerations
Payroll & Compliance
Payroll should run on schedule and be finished quickly. We handle computerized payroll for sole proprietors and small businesses, along with related sales and food tax filings.
- Computerized payroll processing
- Payroll tax filings and deposits
- Retail sales tax and food tax filings
- Year-end W-2 and 1099 preparation
- Coordination with accounting and tax deadlines
Business Consulting
Owners bring us the questions that don't fit neatly into a return or a report — new ventures, entity choices, profitability reviews, and cash-flow planning. We work through them together.
- New business formation and entity selection
- Financial analysis and profitability reviews
- Cash flow planning and operational insight
- Systems and process improvements
- Growth and succession considerations
Not sure where to start?
Tell us about your business and current systems. We'll suggest a starting point.