Business Details
30 Years
experience
Your Trusted Partner for Accounting Services in Bel Air, MD
Thomas M Wagner & Associates has been serving individuals and businesses in Harford and Baltimore counties since 1996. Our team of certified professionals brings over 25 years of combined experience in accounting, tax preparation, payroll, and business consulting. We prioritize personalized service, working closely with clients to provide tailored financial solutions that promote long-term success. Our founder, Thomas Wagner, holds a Master's in Taxation and has taught accounting at Harford Community College for 23 years. We maintain membership in the Maryland Association of Certified Public Accountants and the American Institute of CPAs.Our commitment to trust, professionalism, and customized service has established us as a trusted local accounting firm. We offer comprehensive financial reporting, tax planning, and business advisory services to help clients navigate complex financial landscapes. Our expertise extends to estate planning, business startups, and IRS representation, ensuring holistic financial support. We emphasize year-round client communication to optimize tax strategies and financial decision-making. Our goal is to empower clients with accurate financial insights that drive informed business and personal financial decisions.
Services
Accounting
Tax Preparation
Payroll Services
Business Consulting
Estate Planning
Financial Consulting
Bookkeeping
Tax Planning
Business Startups
IRS Representation
Details
- Year established: 1996
Highlights and features
- We offer 25+ years of combined accounting expertise with personalized service
- Our team includes certified CPAs with specialized tax and business consulting knowledge
- We provide comprehensive financial solutions from tax planning to estate management
- We maintain active memberships in professional accounting organizations
- We serve Harford County businesses with localized market understanding
Services
Accounting
Our accounting services provide accurate financial record-keeping and reporting for businesses. We handle accounts payable/receivable, general ledger maintenance, and monthly/quarterly financial statements. Our certified professionals ensure compliance with tax regulations while delivering actionable financial insights to support business decision-making.
Tax Preparation
We offer comprehensive tax preparation for individuals and businesses, including federal and state returns. Our team stays current with tax code changes to ensure accurate filings while maximizing deductions. We specialize in complex tax situations and multi-entity returns for various business structures.
Business Startups
Our business startup services include entity selection, financial forecasting, and business plan development. We help new businesses establish proper accounting systems, create realistic budgets, and navigate tax implications for different business structures to ensure long-term financial success.
Estate Planning
We provide estate planning strategies to minimize tax burdens and ensure proper asset distribution. Our services include will and trust coordination, inheritance tax planning, and charitable giving strategies to protect your legacy while meeting legal requirements.
Financial Consulting
Our financial consulting covers retirement planning, investment strategy, and comprehensive financial assessments. We help clients create personalized plans that address tax implications, risk management, and long-term wealth preservation through customized advisory services.
People
Thomas M. Wagner
Founder/CPA
Certified Public Accountant with 34 years of experience, Master's in Taxation, former Harford Community College instructor, and member of MACPA and AICPA. Specializes in tax strategy and business consulting.
Dale Baldwin
CPA
Certified Public Accountant with 24 years of experience and QuickBooks certification. Provides expert accounting and tax services with focus on small business financial management solutions.
Gail Davis
Accountant
Experienced accountant offering comprehensive financial services including bookkeeping, tax preparation, and business consulting for individuals and small businesses in Harford County.
Julie Canning
Accountant
CPA candidate with expertise in accounting and tax services. Provides financial consulting and compliance support for businesses and individuals seeking professional financial guidance.
Deanna Johnson
Accountant
Dedicated accountant offering specialized accounting services including financial reporting, tax preparation, and business advisory services to support client financial success.
Questions
What accounting services do you offer for small businesses?
We provide full-service accounting including bookkeeping, payroll processing, financial reporting, and tax compliance for small businesses in Maryland.
How can you help with tax planning and preparation?
Our CPAs offer year-round tax planning strategies and preparation services for individuals and businesses, focusing on minimizing tax liabilities.
Do you assist with business startup financial planning?
Yes, we help new businesses with entity selection, financial forecasting, and business plan development to ensure strong financial foundations.
What estate planning services are available?
We provide estate tax planning, will and trust coordination, and strategies to minimize inheritance tax burdens for Maryland residents.
How do you handle IRS or tax authority issues?
Our team represents clients in IRS audits, tax debt negotiations, and resolution of government notices or assessments.
What financial consulting services do you offer?
We provide retirement planning, investment strategy advice, and comprehensive financial planning tailored to individual and business needs.
