Business Details
8 Years
experience
Trusted Accounting and Tax Services in Westminster, MD
Jones Lakin is a Carroll County, Maryland-based accounting firm with over 35 years of combined experience serving individuals, businesses, nonprofits, and trusts across central Maryland and southern Pennsylvania. Our team of certified professionals specializes in tax preparation, tax planning, bookkeeping, payroll services, and business development consultation, leveraging the latest technology and continuous education to deliver personalized solutions. Founded in 2018 through the acquisition of Bill Jones' longstanding practice, we maintain a commitment to community engagement, ethical standards, and client-centric service.Our expertise spans industries including construction, healthcare, education, and legal services, supported by peer-reviewed quality assurance and affiliations with leading accounting organizations. We prioritize tailored client interactions, prompt responsiveness, and adaptive strategies to meet evolving financial needs.
Services
Tax Services
General Accounting
Bookkeeping
Payroll Services
Tax Planning
Business Valuation
QuickBooks Support
IRS Assistance
Nonprofit Accounting
Estate Tax Preparation
Details
- Year established: 2018
Highlights and features
- We offer 35+ years of combined experience in tax and accounting services.
- Our team provides personalized, client-focused solutions tailored to individual needs.
- We utilize cutting-edge technology for accurate and efficient financial management.
- Our firm undergoes rigorous peer review for quality assurance.
- We maintain deep community ties and industry-specific expertise.
Associations and certifications
- Maryland Board of Accountancy
- Maryland Association of Certified Public Accountants
- American Institute of Certified Public Accountants
What people say
Exceptional customer service
Knowledgeable staff
Timely responses
Accurate tax preparation
Community-focused approach
Services
Tax Services
We provide comprehensive tax preparation and planning for individuals, businesses, estates, trusts, and nonprofits. Our CPAs ensure compliance with federal and state regulations while optimizing deductions and credits. Clients benefit from proactive strategies to minimize tax liabilities and maximize financial efficiency.
General Accounting
Our accounting services include bookkeeping, financial statement preparation, and business development consultation. We offer QuickBooks support and IRS/state tax notice assistance, tailored to small businesses and organizations. Our focus is on accurate record-keeping and actionable financial insights.
Payroll Services
We manage payroll processing for businesses, ensuring timely and compliant wage distribution. Services include tax withholding calculations, payroll tax filings, and year-end reporting. Our solutions reduce administrative burdens while maintaining adherence to labor and tax regulations.
Tax Planning
Our tax planning services focus on long-term financial optimization for individuals and businesses. We analyze income, investments, and business structures to develop strategies that legally reduce tax obligations and support financial growth objectives.
Nonprofit Accounting
We specialize in accounting for nonprofit organizations, including grant tracking, compliance reporting, and fund accounting. Our team understands nonprofit regulatory requirements and provides tailored financial management to support mission-driven operations.
People
William G. Jones
Founder
Retired CPA with 35+ years of experience in tax preparation and business valuation. Active community leader and former board member of multiple local organizations.
Kimberly A. Lakin
CPA
Licensed CPA with 25+ years of experience in tax planning and preparation for individuals and businesses. Specializes in construction, healthcare, and education industries.
Emily J. Brown
PhD, MD-ITP
Tax expert with expertise in individual and nonprofit tax returns. Former chemistry professor turned CPA, focusing on technology integration and tax law updates.
Jennifer Ramsey
CPA
Seasoned tax professional with experience in corporate and individual taxation. Former Ernst & Young auditor and volunteer tax assistant for military families.
Sherry Hartman
Office Administrator
Certified QuickBooks user managing office operations and client support since 2013. Focuses on exceptional customer service and administrative efficiency.
Questions
What tax services do you offer?
We provide individual, business, estate, trust, and nonprofit tax preparation and planning services tailored to your specific needs.
Do you serve clients outside Maryland?
Yes, we serve clients in southern Pennsylvania and central Maryland, offering both in-person and remote support options.
Are your accountants certified?
All our CPAs hold active licenses through the Maryland Board of Accountancy and maintain memberships in professional organizations.
How can I submit documents securely?
We offer encrypted client portals for document sharing and online payments, requiring no login for basic file transfers.
What accounting software do you support?
We specialize in QuickBooks support, including setup, reconciliation, and training for small business accounting needs.
Can you assist with IRS notices?
Yes, we provide guidance and representation for IRS and state tax notices, helping resolve issues efficiently.
