Financial Services in Indian Head, MD

Our services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to meet both short- and long-term objectives . In addition, we provide accounting services which include financial statements, payroll, book keeping, and preparation of business and individual tax returns. We provide support for Quickbooks, the accounting software. Integrating tax expertise and financial services gives us unique insight into your financial world and allows us to provide a comprehensive approach that simplifies your life.

We believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success. We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen. We provide a variety of services including: Income Tax Preparation for all types of businesses, and individuals IRS and State Audit Representation Payroll Reporting QuickBooks setup, support and training Business startup services Monthly bookkeeping Financial statements - making sure your financial records are timely and accurate Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence. -------------------------------------------------------------------------------- What is an Enrolled Agent? An Enrolled Agent (EA) is a federally-authorized tax practitioner who has technical expertise in the field of taxation and who is empowered by the U.S. Department of the Treasury to represent taxpayers before all administrative levels of the Internal Revenue Service for audits, collections, and appeals. What does the term �Enrolled Agent� mean? �Enrolled� means to be licensed to practice by the federal government, and �Agent� means authorized to appear in the place of the taxpayer at the IRS. Only Enrolled Agents, attorneys, and CPAs may represent taxpayers before the IRS. The Enrolled Agent profession dates back to 1884 when, after questionable claims had been presented for Civil War losses, Congress acted to regulate persons who represented citizens in their dealings with the U.S. Treasury Department. How does one become an Enrolled Agent? The license is earned in one of two ways, by passing a comprehensive examination which covers all aspects of the tax code, or having worked at the IRS for five years in a position which regularly interpreted and applied the tax code and its regulations. All candidates are subjected to a rigorous background check conducted by the IRS. How can Enrolled Agent help me? Enrolled Agents advise, represent, and prepare tax returns for individuals, partnerships, corporations, estates, trusts, and any entities with tax-reporting requirements. Enrolled Agents� expertise in the continually changing field of taxation enables them to effectively represent taxpayers audited by the IRS. Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description. As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. The cities & towns we serve in Baltimore City & County are Arbutus, Baltimore, Baltimore Highlands, Bowleys Quarters, Carney, Catonsville, Cockeysville, Dundalk, Edgemere, Essex, Garrison, Hampton, Kingsville, Lansdowne, Lochearn, Lutherville, Mays Chapel, Middle River, Milford Mill, Overlea, Owings Mills, Parkville, Perry Hall, Pikesville, Ranchleigh, Randallstown, Reisterstown, Rosedale, Rossville, Timonium, Towson, White Marsh & Woodlawn.

State Farm Insurance offers the following services: Auto, Business, Fire, Health, Home and Life.

STRESSED OUT NOT ENOUGH TIME IN THE DAY JUST CALL Unlimited Concierge Svc LLC ? Errand Service ? Personal Services ? Home Services ? Pick Ups and Deliverys ? Home Management ? House Check ins ? Personal Shopping ? Travel Arrangments ? Event Planning ? Vacation Services ? Dry Cleaning/Post Office ? Misc. Banking ? Waiting on line (Registry/DMV ? Wait-Services (for Plumber, Electrician, Cable Company, Piano Tuner Etc ? Organizing

State Farm Insurance offers the following services: Accident Insurance, Aircraft Insurance, All Terrain & RV Insurance, Annuities, Annuity Insurance, Apartment Buildings Insurance, Appraisals, Asset Management, Auto Insurance and Auto Licenses & Tags.

Financial Strategies, One-on-one advice.