Year-End Tax Planning in Glenelg, Maryland

Year-End Tax Planning in Glenelg, Maryland

If you are in the market for year-end tax planning in Glenelg, the team at Baltimore-Washington Financial Advisors is here to help.

The end of the year is a busy time for everyone. The Baltimore-Washington Financial Advisors team can help if you’re looking for year-end tax planning in Glenelg. We are a fee-only and fiduciary wealth management company assisting our clients with their year-end tax planning for over 30 years. To find out how we can help, contact Baltimore-Washington Financial Advisors as soon as possible!

How Our Advisors Help Glenelg Clients with Year-End Tax Planning

Most people aren’t fond of the idea of handing over their money to the government. We are better equipped to provide all of our clients with wise tax advice since we provide year-end tax planning services to our financial planning and investment advisory clients. The team at Baltimore-Washington Financial Advisors takes great pride in having a proven track record of working with clients in Glenelg and around the country to create effective tax plans at the end of each year. As a fee-only and fiduciary wealth management firm, we take pride in providing timely tax compliance and preparation that meet each of our client’s needs.

By working with our team of advisors, clients can benefit from working with dedicated tax advisors who are available all year for both questions and support, year-round tax planning and communication of regulatory developments that could impact clients, representation before local, state, and federal tax authorities, and more! Without trusted year-end tax planning, individuals will likely pay more in taxes than needed. By trying to anticipate and plan for the events in each of our clients’ lives that generate larger tax liabilities, we can put clients on a path to increase their overall wealth!

How Efficient Tax Planning Starts Months Ahead of Filing the Return

By understanding your business priorities and financial picture, as well as the complex and changing tax codes, Baltimore-Washington Financial Advisors can help minimize your tax liability, both long-term and year-to-year, and do so in full compliance with all tax regulations. A couple of tax services we provide to our Glenelg clients include:

  • Corporate, LLC, and partnership tax planning
  • Merger and acquisition financial planning
  • Representation before tax authorities, like the IRS

Taxpayers in Glenelg benefit from our experience in helping minimize their tax obligations and with any tax implications of gifting or estate needs. 

How We Help Glenelg Clients Prepare for Our Year-End Tax Planning Services 

We help our clients with additional important aspects of year-end tax planning. You can get assistance from our knowledgeable team of financial advisors with the following:

– Health savings accounts and flexible savings accounts (HSAs and FSAs)

– Roth conversions

– Maximizing your retirement savings

– Asset locations

Baltimore-Washington Financial Advisors can help with year-end tax planning. Many of our clients also own privately held companies – so their personal and business tax obligations require a comprehensive perspective – and our full attention. The insight we gain in working on year-end tax planning issues with each of our clients leads us to help them with other financial matters, like wealth management and retirement planning services. Our team is here to help!

Let the professionals at Baltimore-Washington Financial Advisors help you with year-end tax planning. If you’re in need of tax advice and tax planning in Glenelg, Maryland, contact us today!

For Assistance With Year-End Tax Planning in Glenelg, Contact Baltimore-Washington Financial Advisors Today!

Baltimore-Washington Financial Advisors is a nationally recognized Fee-Only and Fiduciary wealth management firm, providing comprehensive wealth management since 1986. If you need help with your year-end tax planning in Glenelg, Maryland, contact our team. We serve clients throughout the Mid-Atlantic, nationally, and specifically in Annapolis, Baltimore, Ellicott City, Hunt Valley, Catonsville, Pikesville, Bethesda, Columbia, Rockville, Gaithersburg, and more! We’re here to provide you with the best services and advice when you need it. For more information on how we can help, visit our website, or give us a call at 410-461-3900!