Business Details
25 Years
experience
Your Trusted Partner for Accounting Solutions
As seasoned accounting professionals with over 30 years of progressive experience, we have built a solid foundation of technical expertise to provide comprehensive advisory services for businesses at every stage. Our firm offers specialized solutions ranging from part-time CFO services and strategic business planning to detailed tax compliance and personal financial guidance. We combine deep knowledge of federal and state tax regulations with a commitment to understanding each client's unique financial goals and business challenges. Our team focuses on identifying potential issues before they become problems while maintaining meticulous attention to detail in all accounting processes. Through continuous professional education, we stay current with evolving financial reporting standards and tax code changes to deliver timely, accurate advice.Whether assisting startups with business formation or helping established companies with succession planning, we prioritize clear communication and actionable insights tailored to individual client needs. Our approach emphasizes proactive tax planning to maximize deductions and credits while minimizing liabilities, supported by robust documentation systems that simplify regulatory compliance. We maintain rigorous internal controls and accounting system designs that provide reliable financial data for informed decision-making. As dedicated advisors, we welcome the opportunity to demonstrate how our expertise can help both businesses and individuals achieve long-term financial success.
Services
Tax Preparation
QuickBooks Setup
IRS Audit Representation
Small Business Accounting
Personal Financial Planning
Estate Planning
Payroll Services
Bookkeeping Services
Cash Flow Management
CFO Services
Details
- Year established: 2001
Highlights and features
- We have over 30 years of progressive professional accounting experience
- Our team includes CPA professionals with expertise in tax advisory
- We provide personalized financial guidance tailored to client goals
- Our services cover comprehensive business advisory and IRS representation
- We maintain rigorous internal controls for accurate financial reporting
Services
Tax Preparation
Our firm provides comprehensive tax preparation services for individuals and businesses. We handle federal and multi-state income tax filing while implementing strategic planning to maximize deductions and credits. Our expertise includes estate, inheritance, and gift tax preparation, as well as sales and payroll tax compliance for various business entities.
QuickBooks Setup
We offer professional QuickBooks setup and implementation services tailored to business needs. Our experts configure chart of accounts, establish starting balances, and train staff on software utilization. We ensure accurate transition from manual systems while maintaining proper tracking of accounts receivable, accounts payable, and inventory.
IRS Audit Representation
Our team provides comprehensive IRS audit representation services. We handle all communication with tax authorities, prepare required documentation, and develop defense strategies to minimize potential tax deficiencies. Our goal is to protect clients from unnecessary financial exposure while managing the entire audit process from start to finish.
Small Business Accounting
We deliver complete small business accounting solutions including bank reconciliation, financial statement preparation, and general ledger maintenance. Our services encompass income statement and balance sheet generation, unlimited consultations, and customized reporting packages that include payroll and tax planning components.
Personal Financial Planning
Our personal financial planning services help clients achieve long-term financial goals through retirement planning, college funding strategies, and estate preservation techniques. We develop customized plans that address risk management, investment optimization, and legacy planning while ensuring proper insurance coverage for family protection.
People
Brian K. Foster
CPA
Brian K. Foster, CPA, founded the firm in 2001 after serving as CFO for a prominent Baltimore company and working at KPMG's Information, Communication, and Entertainment Practice. He holds dual degrees in Accounting and Finance from Rider University and brings extensive experience from both public accounting and private industry.
Questions
What accounting services do you offer for small businesses?
We provide monthly bookkeeping, financial statement preparation, bank reconciliation, general ledger maintenance, and customized reporting packages that can include payroll services and tax planning components.
Do you offer IRS audit representation services?
Yes, we provide comprehensive IRS audit representation including complete handling of all communication, documentation preparation, and defense strategies to minimize potential tax deficiencies while protecting clients' interests.
What personal financial planning services are available?
We offer retirement planning, college funding strategies, estate preservation techniques, risk management assessments, and investment optimization plans tailored to individual financial goals and risk tolerance levels.
Do you provide QuickBooks setup and training?
Yes, we handle full QuickBooks setup including chart of accounts configuration, starting balance establishment, and staff training. We also provide ongoing maintenance and review services for tax preparation purposes.
What tax services do you offer for businesses?
We provide complete corporate tax preparation, multi-state tax compliance, payroll tax reporting, strategic tax planning, and business entity selection services to help companies minimize tax liabilities while maintaining regulatory compliance.
What payment options are available for your services?
Clients can pay invoices online using major credit cards including Visa, Mastercard, Discover, and American Express through our secure payment portal system.
