Tax Planning

There are very few things worse than completing your taxes and being told you missed opportunities to save money.


Taking a proactive approach to taxes is our goal.  By meeting multiple times throughout the year to ensure you are on the right track, we help eliminate the surprises.  As the year progresses, we incorporate the changes life brings into your tax projection, and implement appropriate strategies to help minimize your tax liability.

Two Locations:

1997 Annapolis Exchange Pkwy

Suite 300

Annapolis, MD 21401

1125 West St.

Suite 200

Annapolis, MD 21401

Phone: (443) 760-4001

Fax: (443) 458-0455

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