Business Details
43 Years
experience
Trusted Accounting and Tax Services in Chester, MD
Established in 1983, our firm has built a reputation as the longest-running CPA firm in Queen Anne's County. We specialize in delivering cost-effective tax strategies and comprehensive accounting solutions to individuals, businesses, and estates across Maryland and beyond. Our team of certified professionals brings decades of combined experience in tax planning, financial advisory, and compliance services. Peer-reviewed by the Maryland Association of Certified Public Accountants, we maintain rigorous quality standards while adapting to modern financial challenges like cryptocurrency taxation and international tax matters.Our client-centric approach ensures personalized service, whether you're a high-net-worth individual, a growing corporation, or managing estate affairs. We combine technical expertise with practical solutions to maximize tax savings while maintaining full compliance with regulatory requirements. Our professionals hold advanced certifications in financial planning, valuation, and tax law, enabling us to address complex financial scenarios. Through free initial consultations and flexible meeting options, we strive to make expert accounting services accessible to all our clients.
Services
Tax Preparation
Financial Planning
Payroll Processing
Estate Tax Services
Cryptocurrency Compliance
Business Valuation
R&D Tax Credits
Succession Planning
Financial Statements
Tax Dispute Resolution
Details
- Year established: 1983
Highlights and features
- We offer 40+ years of combined experience in tax and accounting services
- Our team includes CPAs with specialized certifications in financial planning and valuation
- We implement cost-effective strategies that have saved clients millions in taxes
- Our firm is peer-reviewed by the Maryland Association of Certified Public Accountants
- We provide expert guidance on emerging financial areas like cryptocurrency taxation
Associations and certifications
- Maryland Association of Certified Public Accountants (Peer Review)
What people say
Expertise in crypto taxation
Decades of experience
Cost-effective strategies
Personalized service
Successful tax savings
Services
Tax Preparation
Our comprehensive tax preparation services ensure accurate filing for individuals and businesses. We specialize in complex returns including cryptocurrency transactions, estate taxes, and international reporting requirements. Our team stays current with evolving tax codes to maximize savings while maintaining compliance.
Financial Planning
We create customized financial plans addressing retirement, estate preservation, and investment strategies. Our certified planners analyze your complete financial picture to develop tax-efficient solutions that align with long-term goals while adapting to changing life circumstances.
Business Valuation
Our certified valuation specialists provide accurate business valuations for mergers, acquisitions, and succession planning. Using advanced methodologies, we analyze financial statements and market conditions to determine fair market value while considering tax implications of ownership transitions.
Cryptocurrency Compliance
We offer specialized compliance solutions for blockchain transactions, including exchange reporting and capital gains calculations. Our experts navigate evolving cryptocurrency tax regulations to ensure proper documentation while identifying tax-saving opportunities in digital asset management.
R&D Tax Credits
Our team identifies qualifying research activities and prepares documentation to claim valuable R&D tax credits. We help businesses maximize refunds through detailed analysis of development costs while ensuring compliance with IRS guidelines for technological innovation.
People
Christopher J. Williams
Certified Public Accountant
15+ years in public accounting specializing in small business, partnerships, and cryptocurrency taxation. Holds Master of Science in Taxation from Rutgers University and licenses in multiple states.
Art Svrjcek
Certified Public Accountant
25+ years advising S-Corporations and partnerships. Expert in estate and trust taxation with extensive experience in fiduciary tax compliance and business advisory services.
Thomas J. McCarthy
Certified Public Accountant
Auditing veteran since the 1980s with expertise in IRS negotiations and complex tax issues affecting businesses and high-net-worth individuals.
Allen K. Ayers
Certified Public Accountant
Dual-certified CPA and CFP with valuation expertise from University of Baltimore Law School. Specializes in business valuation and comprehensive financial planning strategies.
Glen E. Frost
Tax Attorney & CPA
Managing partner with dual expertise in tax law and accounting. Focuses on international tax matters, estate planning, and tax controversy resolution through his affiliated law practice.
Questions
What accounting services do you offer for businesses?
We provide tax preparation, payroll processing, financial statements, sales tax reporting, and advisory services including R&D credits and business valuation.
Do you handle cryptocurrency tax compliance?
Yes, our specialists assist with crypto tax reporting, exchange documentation, and tax optimization strategies for blockchain transactions.
What individual tax services are available?
We offer personal tax planning, estate tax returns, retirement planning, investment analysis, and specialized services like divorce tax analysis.
Are you experienced with complex tax situations?
Our team has 40+ years combined experience handling IRS negotiations, international tax matters, and specialized areas like cryptocurrency taxation.
What areas do you serve?
Primarily Eastern Shore and Maryland, with capabilities extending to national and international tax matters through our professional network.
