Our clients are individuals, estate fiduciaries, trustees, and small business owners. We also work with other CPAs, financial advisors, paralegals, and estate attorneys in a team approach. Our continued focus is on timely and professional service, as well as communication and transparency both with our clients and within our office. Jim has thirty years of experience in public accounting, twenty of which with a concentration in estate related tax preparation and estate administrative assistance.
Jim graduated from University of Maryland with a BS in Accounting and later on obtained a Masters of Taxation from University of Baltimore. He has also received certificates of completion for Trust Tax I and Trust Tax II from Cannon Trust School. Bernard supervises and manages a staff that provides client services in the area of taxation, accounting, deferred compensation, payroll accounting software, and management services.
He works mostly with small businesses that are self-employed individuals, and personal service corporations.
Jim graduated from University of Maryland with a BS in Accounting and later on obtained a Masters of Taxation from University of Baltimore. He has also received certificates of completion for Trust Tax I and Trust Tax II from Cannon Trust School. Bernard supervises and manages a staff that provides client services in the area of taxation, accounting, deferred compensation, payroll accounting software, and management services.
He works mostly with small businesses that are self-employed individuals, and personal service corporations.
Services
Save on tax burdens with efficient estate planning.
We'll help you educate your family about your plans and coordinate with estate attorneys and financial planners.
Our services cover gift tax planning and charitable giving strategies.
Administratively, we serve as a great resource to families that have recently experienced a death in the family.
We provide a full range of accounting services.
We can help educate and navigate all the tax related matters associated with estate administration.
We also take great pride in providing support and stability to new widows and widowers at a challenging time following death.
We'll help you educate your family about your plans and coordinate with estate attorneys and financial planners.
Our services cover gift tax planning and charitable giving strategies.
Administratively, we serve as a great resource to families that have recently experienced a death in the family.
We provide a full range of accounting services.
We can help educate and navigate all the tax related matters associated with estate administration.
We also take great pride in providing support and stability to new widows and widowers at a challenging time following death.
How to lay the foundations for your estate plan and keep it updated for the benefit of both yourself and your loved ones.
The passing of the Setting Every Community Up for Retirement Enhancement Act, or the SECURE Act, in 2020 has broad implications for your financial planning going forward.
Read about the benefits of estate planning and what different aspects of an estate plan may entail.
The passing of the Setting Every Community Up for Retirement Enhancement Act, or the SECURE Act, in 2020 has broad implications for your financial planning going forward.
Read about the benefits of estate planning and what different aspects of an estate plan may entail.
These financial calculators are easy to use and provide in-depth analysis for many financial scenarios, along with graphs, charts and tables.
Please give us a call if you need assistance with the input or understanding the computed results for any of the calculators.
We are dedicated to providing our clients with valuable online resources to assist them with their everyday needs and long-term planning.
Please give us a call if you need assistance with the input or understanding the computed results for any of the calculators.
We are dedicated to providing our clients with valuable online resources to assist them with their everyday needs and long-term planning.
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