Our Services

Your Business Matters

We have developed an excellent reputation with taking care of the tax and financial needs for a wide variety of businesses and individuals. Whether you need assistance with personal or business taxes, financial planning, tax filings, or something else, you can count on us for professional service. We have a wealth of information and are looking forward to working with you.


Tax Consultation

Tax laws can be very complex and a constant challenge. Even with good intentions, you may find yourself in a dispute with the IRS or another state agency that can carry very real consequences. We are experienced CPAs that know how to resolve tax disputes of all types effectively. 

We can also help guide you through setting up a business and planning your business activities to be  in compliance with Federal and state agencies, and to be cost and tax efficient.

Contact us today to discuss your specific situation with a free consultation!

After consultation, a price structure will be presented based on the services requested of us.

Personal Tax Preparation

We understand your individual tax situation is unique. You will be treated with guidance and care during every step of the process. 


After reaching out to us, we'll discuss what services would be best for you. If tax preparation is one of them, we will send you an Engagement Letter explaining our responsibilities and your responsibilities in the preparation process. We will then need a copy of your prior year's tax return (if applicable). 

In January, you will be emailed a tax organizer that will guide you through collecting your tax information. You will then email or fax your tax information to us. Once preparation is complete, you will receive the invoice, along with a copy of your tax return to review. After you have approved of the return and the invoice is paid, we will electronically file your Federal and State tax forms.

Business Tax Preparation

Our CPAs keep up with changes in the tax laws and are always looking for new ways to help our clients keep more money in their hands. We have the tools and skills to prepare your taxes efficiently and in compliance with Federal and State tax laws. 

  • Sole proprietors

  • Partnerships

  • Limited Liability Companies

  • S-Corporations

  • C-Corporations

  • Trusts

Preparation of your business return starts at $500 and includes one state return. 

Financial Advisor

Those who fail to plan, plan to fail. Our CPAs want you to financially succeed.  Have a conversation with a CPA to help better understand where you stand financially, what your financial goals are, and create a plan to reach those goals. 

  • Budgeting and debt payoff

  • Retirement planning

  • Investments

  • Employee benefits planning

  • Personal financial statements

  • Education savings

  • Insurance coverage

$30 per hour

The first step in the process is to complete the questionnaire below to help us get to know you better.

Estimate your tax preparation fees:

Since virtually all of our growth comes from existing client referrals, we offer a generous referral program for our personal tax clients (Form 1040) as a way of saying "thank you." Receive $50 off your personal tax preparation fees for every client you refer who also has their taxes completed.

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Based in Maryland, but servicing all of USA

©2019 by Walsch Tax and Financial Services. LLC