Business Services

Compliance Services

Tax Preparation & Planning

File your business taxes with confidence and get ahead for future quarters by working with experienced tax professionals who understand what entrepreneurs in the Eastern Shore area and beyond need.

Payroll Processing & Support

Get support for payroll processing and tax filings by working with a proven record of reliability and a cost-conscious approach to make managing your team's payroll fast, easy, and affordable.

Accounting & Bookkeeping

Save yourself time, money, and stress by working with an experienced accounting team. Stop spending hours staring at spreadsheets or sorting through receipts. Help with up-to-date bookkeeping can help you stay focused on the success of your business.

Financial Statement Compilation

Gain clarity into your business with a financial statement compilation service that provides you and your business with the reporting you need for your team as well as banks and other institutions.

Sales & Use Tax Reporting

Take care of your sales and use tax reporting requirements with support from a highly qualified accounting team that has decades of experience minimizing tax burdens for businesses.

Advisory Services

Accounts Payable / Accounts Receivable Review

Balance your books to help chart a path forward with support from our accounting team. Our professionals can help you organize your accounts payable and accounts receivable to make sure you are collecting what is owed and avoid overpaying for line items you no longer need. You get to focus on what you do best while we help maximize your margins.

Research & Development Planning

Research and Development (R&D) tax credits are essential for many businesses and the refunds can be substantial. Our professionals have decades of experience helping business owners understand the requirements for claiming R&D tax credits and planning for their approach to filing for these important tax savings. Get started now and understand how much you may be able to recoup with our R&D tax planning services.

Cost Segregation Studies

Cost segregation studies may be able to save you and your business a substantial amount of money by better understanding your assets for tax savings. Our tax professionals will help you identify all property-related costs that can be depreciated and put together a plan to maximize tax savings and preserve your gains. Get started today and get a cost segregation study to make the most of your next 5, 7 and 15 year financial plan.

Succession Planning

As a business owner, you might find yourself asking “what happens to my business after I’m no longer owner?” Even if you run a family business, succession planning can still be complicated. With an experienced accountant, the process is made simple and you can feel assured that your business's future is in good hands.

Business Expense Analysis

Take control of your business expenses with an in-depth analysis to help with budgeting, forecasting, and more. Our financial forensic professionals will help you uncover unnecessary expenses, overpayments, and other opportunities sitting in your business expense reports that will put more money back in your pockets.

Partnership Planning

A business partnership may start off simple but careful tax and financial planning can save you money in the short and long term. Our team of accountants have worked with partnership ventures along the Eastern Shore and throughout Maryland, so if you need planning advice, you have come to the right place.

Entity Structure Planning

Whether you are planning for a new business or are considering restructuring an existing business, it pays to work with financial professionals who can minimize your tax burden with smart entity structuring plans for small, medium, and large businesses.

Outsourced CFO Services

Bring financial expertise into your business with fractional CFO services that allow you to outsource complex financial decision-making to a seasoned professional who can draw on their decades of experience with a wide range of businesses to advise you on taxes and more.

Startup Assistance & Consultation

Starting a new business can be an exciting, but stressful time. There are so many factors you need to worry about, especially the finances of your business. Our accountants can help relieve you of the burden that comes with startup accounting.