Tax planning and preparation is another key element in our integrated suite of business services. Effective tax planning flows naturally from a sound business formation strategy and robust financial management systems. Our services include:

• Tax planning and services
• Tax return preparation for individuals and corporations
• State and local tax consulting
• Sales tax compliance

Following our personalized approach to all business services, we view our relationship with each client as a continuing partnership. Our goal is to provide you with up-to-date, quality, tax return consultation and preparation.

We monitor tax law changes throughout the year to ensure that you benefit from all available tax incentives. We utilize every means authorized and make every effort to minimize your tax liabilities and maximize your return.

If you have not filed a tax return for past years, we can get you the best resolution the law allows. Settling past tax problems is one of our specialties. We know how to use IRS rules to preserve your rights.

The IRS is increasing its ability to identify people who fail to file tax returns. If you take the initiative to file before they contact you, we can usually minimize the consequences.

If the IRS contacts you first, you will face escalating penalties and potential criminal charges.

“I’ve worked with Kelly Carey for more than two years. She smoothly managed the incorporation of my company and flawlessly handles the financial management of my business, including my tax returns. Using Kelly’s services is one of the best business decisions I ever made.”
-Guy Parr III, President-Roland Park Lock & Key, Inc.