Areas We Serve
Accounting & Tax Services in Potomac, MD
Tax planning, tax preparation and advisory services for Potomac individuals, executives and business owners.
Potomac businesses and individuals
Potomac households may manage a combination of executive or professional income, business interests and long-term family financial planning.
The Accounting Firm LLC helps Potomac individuals, families and business owners with proactive tax planning, careful tax preparation and advisory support.
Accounting & tax services in Potomac
We prepare federal and Maryland returns for individuals and families and plan ahead for the tax effects of compensation, investments, charitable giving and significant life events.
For business owners, we coordinate business and personal tax planning, and offer CFO-level analysis for businesses facing important financial decisions.
Where estate or trust planning is involved, we assist with the tax and financial considerations and coordinate with your attorney.
Services for Potomac clients
Tax and advisory services for Potomac families and business owners.
Advisory
Who we help
We help executives and professionals, business owners, and families who want coordinated tax planning across several sources of income.
Engagements are personal and discreet, built around each client’s objectives.
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Professional Services
Accounting, bookkeeping, payroll, tax, and financial advisory services for consultants and professional service businesses seeking accurate financial reporting, stronger profitability, and support for business growth. -
Small & Growing Businesses
Comprehensive accounting, bookkeeping, payroll, tax, and financial advisory services to help small businesses manage their finances, improve profitability, and plan for growth.
Our approach
We meet before key decisions and deadlines, model the tax effect of alternatives where helpful, and keep planning and preparation connected from one year to the next.
Meetings are held by phone, Microsoft Teams or in person by appointment.
Frequently asked questions
Do you provide tax planning for families in Potomac?
Yes. We help families plan for compensation, investments, charitable giving and other events that affect their taxes.
Can you help with the tax side of estate and trust planning?
Yes. We assist with estate, gift and trust tax considerations and coordinate with your attorney, who provides legal advice and documents.
Do you advise business owners on major financial decisions?
Yes. Our CFO services provide analysis and forecasting to support decisions about growth, investment and owner compensation.
Coordinated Tax Planning for Your Family and Business
Schedule a consultation to discuss tax planning, tax preparation or advisory services.