We believe that a good CPA does more than just prepare tax returns or maintain accounting records. We help you plan ahead, structuring your business to minimize your tax burden, providing you options for your retirement and suggesting ways to strengthen your organization. We not only prepare your tax returns but help you understand your tax situation and recommend ways to improve it.
We put our clients at ease by keeping their records and planning ahead for any tax consequence. And we do all this for a good value. We offer a free financial and tax consultation so if you'd like us to show you how we can help you, please just give us a call.
We put our clients at ease by keeping their records and planning ahead for any tax consequence. And we do all this for a good value. We offer a free financial and tax consultation so if you'd like us to show you how we can help you, please just give us a call.
Services
Few individuals, except for us CPAs and the like, actually enjoy sitting down and preparing a tax return.
Most individuals neither want to wade through ever increasing instructions and complex forms nor have the time to do so.
We prepare and electronically file individual income tax returns for many individuals and families.
As part of that service, we answer tax questions our clients may have during the year, provide tax planning to avoid surprises and assist clients prepare estimated tax payments during the year.
Most individuals neither want to wade through ever increasing instructions and complex forms nor have the time to do so.
We prepare and electronically file individual income tax returns for many individuals and families.
As part of that service, we answer tax questions our clients may have during the year, provide tax planning to avoid surprises and assist clients prepare estimated tax payments during the year.
Typically, individuals who relocate to Delaware have more than one tax complication when they relocate.
Not only are they faced with filing tax returns in more than one state, they may have also sold their primary residence and just retired.
Perhaps they have also started to draw from their pension or social security.
Even for a seasoned tax return self-preparer, these situations present challenges.
For those that relocate to Delaware, peace of mind comes from not only having their first Delaware tax return prepared accurately but understanding their tax situation going forward.
Not only are they faced with filing tax returns in more than one state, they may have also sold their primary residence and just retired.
Perhaps they have also started to draw from their pension or social security.
Even for a seasoned tax return self-preparer, these situations present challenges.
For those that relocate to Delaware, peace of mind comes from not only having their first Delaware tax return prepared accurately but understanding their tax situation going forward.
Every successful business owner knows their own product or service better than just about anyone else.
They know how much it costs, how to market it and how to profit from it.
And most successful business people typically have one thing in common: they make lousy accountants.
It's not that successful entrepreneurs couldn't be good accountants; most just don't have the time.
Every growing business reaches the point where more money is made by doing what it does best rather than keeping its books.
They know how much it costs, how to market it and how to profit from it.
And most successful business people typically have one thing in common: they make lousy accountants.
It's not that successful entrepreneurs couldn't be good accountants; most just don't have the time.
Every growing business reaches the point where more money is made by doing what it does best rather than keeping its books.
After spending most of their lives in the hustle and bustle around Washington, D.C., David and Sue moved to the area year-round about 20 years ago to own their own small business and enjoy the relaxed quality of life that comes with living near the beach.
David has been a CPA for over 35 years.
Sue holds both bachelor and master degrees in business and previously owned her own businesses.
Sue serves as treasurer for the Eastern Shore Chapter of the Amateur Golf Association and as Secretary for the Southern Sussex Rotary Club.
David has been a CPA for over 35 years.
Sue holds both bachelor and master degrees in business and previously owned her own businesses.
Sue serves as treasurer for the Eastern Shore Chapter of the Amateur Golf Association and as Secretary for the Southern Sussex Rotary Club.
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