Jeff is a CPA licensed in the state of Maryland. As the founder and Shareholder of his firm, he is responsible for the accounting and tax needs of his diverse client base. As an added bonus, we will give you one of our cute mascots! Prior to starting his own firm, Jeff was with both a large regional and a small local accounting firm. He has also served as a controller of an international fabric and notions distributor.
During his career, he has had responsibility for a wide range of closely held businesses. His industry expertise includes wholesale distribution, retail, real estate, manufacturing, personal service and not-for-profit organizations. In addition, Jeff has extensive experience in computer consulting and personal financial planning. He is a member of the Maryland Association of Certified Public Accountants.
He has served in the capacity of Treasurer at his synagogue and is currently a member of its finance committee. Mr. Baer graduated with a Bachelor of Arts and a Master of Arts degree from Ner Israel Rabbinical College in 1987 and became a Certified Public Accountant immediately thereafter.
During his career, he has had responsibility for a wide range of closely held businesses. His industry expertise includes wholesale distribution, retail, real estate, manufacturing, personal service and not-for-profit organizations. In addition, Jeff has extensive experience in computer consulting and personal financial planning. He is a member of the Maryland Association of Certified Public Accountants.
He has served in the capacity of Treasurer at his synagogue and is currently a member of its finance committee. Mr. Baer graduated with a Bachelor of Arts and a Master of Arts degree from Ner Israel Rabbinical College in 1987 and became a Certified Public Accountant immediately thereafter.
Services
You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
The hassles and red tape associated with estate planning can be daunting, but you don't need to do it alone.
Our team is waiting to assist you through every step of the process.
The hassles and red tape associated with estate planning can be daunting, but you don't need to do it alone.
Our team is waiting to assist you through every step of the process.
Building and preserving your personal wealth requires specialized attention.
You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
Save enough for a comfortable retirement by identifying your retirement needs, analyzing your assets and sources of retirement income, reviewing estimated shortfalls, and identifying the best ways to save for retirement given your financial situation and risk tolerance.
You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
Save enough for a comfortable retirement by identifying your retirement needs, analyzing your assets and sources of retirement income, reviewing estimated shortfalls, and identifying the best ways to save for retirement given your financial situation and risk tolerance.
Thoughts of estate planning often bring more questions than answers: Could an heir be too young to inherit?
Should the inheritance be given at a certain age?
Is the intended beneficiary in a shaky marriage with divorce as a possibility?
Are there children from a previous marriage?
Should inheritance be protected from potential creditors of the heir?
Are there taxes that can be avoided?
Are you able to avoid the probate court rules, delays, and costs?
Planning what happens to your estate when you're gone can seem frustrating and intimidating without qualified help.
Should the inheritance be given at a certain age?
Is the intended beneficiary in a shaky marriage with divorce as a possibility?
Are there children from a previous marriage?
Should inheritance be protected from potential creditors of the heir?
Are there taxes that can be avoided?
Are you able to avoid the probate court rules, delays, and costs?
Planning what happens to your estate when you're gone can seem frustrating and intimidating without qualified help.
As a small business owner you have more important things to do than to keep your own books.
We take care of your books for you, so you can get back to the job of running your business and generating profits.
We offer payroll solutions that meet your business's needs and enable you to spend time doing what you do best--running your company.
Our Part-Time CFO service gives you a professional financial manager who works with you to help guide your business to success.
A cash crisis can be emotionally devastating.
We take care of your books for you, so you can get back to the job of running your business and generating profits.
We offer payroll solutions that meet your business's needs and enable you to spend time doing what you do best--running your company.
Our Part-Time CFO service gives you a professional financial manager who works with you to help guide your business to success.
A cash crisis can be emotionally devastating.
As a small business owner you have more important things to do than to keep your own books.
We take care of your books for you, so you can get back to the job of running your business and generating profits.
These tasks form the solid foundation of your small business accounting system.
You can customize the package of services you receive by adding payroll, tax planning, tax preparation, or any of our other services.
Reconciling your business checking account each month allow us to keep your bank account, accounting, and taxes up-to-date.
We take care of your books for you, so you can get back to the job of running your business and generating profits.
These tasks form the solid foundation of your small business accounting system.
You can customize the package of services you receive by adding payroll, tax planning, tax preparation, or any of our other services.
Reconciling your business checking account each month allow us to keep your bank account, accounting, and taxes up-to-date.
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