I have over 15 years of experience in the industry and working in all various aspects of it. I customized, personalized and tailored my approach to what is needed by the customer. More often than not, it would be one of or a combination of four major areas;General Financial Planning, Titling or beneficiary designation, Investment or Retirement planning. I have the experience or capability to handle this or other specialized areas. I love working with people and making a difference in their lives. A lot of financial planning directly affect peoples lives in significant ways....

At Lewis Apex Holdings, LLC, we provide strategic tax, accounting, and financial consulting services designed to help individuals and businesses build, protect, and grow their wealth. With over 20 years of experience and a foundation built on expertise from global CPA firms, we deliver tailored solutions that go beyond compliance—focusing on long-term financial success. Our services include tax preparation, bookkeeping, and advisory support, for individuals and businesses at every stage. We pride ourselves on being responsive, knowledgeable, and committed to simplifying the financial process for our clients. At Lewis Apex Holdings, we don’

I am an Enrolled Agent with many years of experience.

At DNA Financial & Associates, we go beyond tax preparation to provide clarity, strategy, and trusted guidance for individuals and business owners. Our clients work with us because we take a proactive, advisory-first approach—helping them make informed financial decisions with confidence. Individual & Personal Tax and Advisory Services We provide accurate individual income tax preparation combined with proactive tax planning and personal financial guidance. Our advisory services help individuals and families reduce tax exposure, plan for life transitions, and align financial decisions with long-term goals such as retirement, wealth preserva...

We are here for you, our clients year round! We understand taxes are not a once a year event. We help you keep more of your money with you and less with the taxing authorities. We specialize in Small Business. We make your business our business!

QuickLook Accounting Solutions provides Bookkeeping Services, QuickBooks Training and Accounting Consulting Services. We have worked with hundreds of organizations in diverse industries, in various locations throughout the United States. We provide a variety of QuickBooks-related services for small businesses. Services include: integrating 3rd-party applications, importing/exporting data, accounting migration, business process review, troubleshooting, networking, customization, setup, and training. Services provided on-site or via a remote connection. Let the team at QuickLook Accounting, (help you avoid headaches at tax time by keeping tra...

EFS is a boutique tax preparation firm that specializes in complex and foreign income tax issues, FinCen114 reporting, real estate tax issues, and small business & their owners tax situations. They have been in business for 25+ years. Their target marketing area is the Baltimore-Washington DC Metropolitan areas. The owner is a CPA, a Certified Internal Auditor, and has a passion for tax work. It's a puzzle and she loves doing puzzles. Please visit our website, www.efsnet.com, to find out more about the services that EFS offers....