Tax Services

When it comes to the world of taxes, preparation and planning go a LONG way. We have the tax professional know-how you’re looking for and can help you navigate your options.

Tax Preparation

Stop missing out on potential deductions that could be saving you big money!

Tax Planning

Real strategies and solutions to help you minimize your IRS liability.

IRS Representation

Don’t go it alone! We’re your ally and representative in an IRS audit.

Using KPIs For Your Baltimore Business

Being able to reasonably forecast upcoming problems has become an essential skill for Baltimore business owners -- but too many are flying blind, or doing "bank balance accounting." Can we help you fix this? Using KPIs For Your Baltimore Business "It is common sense...

Are Your Baltimore Business’s Receivables Slowing Down?

One of my favorite things about what we get to do around here is helping our Baltimore clients find "missing money" in their businesses. Whether it's through cost reductions, profit analysis, tax planning (LOTS of money can be saved there), or other means, what we are...

Use These Financial Reports For Business Decisions By P. Delatado, CPA

How do you make financial decisions for your Baltimore business? Do you set aside time to review your actual financial reports, or are you committing "bank balance bookkeeping"? You know what I mean: checking your business bank account daily as a measurement of your...

Struggling Baltimore Businesses: Careful With Price Reductions

If you're struggling in your Baltimore business, tempted to do some price reductions to drum up sales, and not getting the traction you need... I have a quick thought for you today. Struggling Baltimore Businesses: Careful With Price Reductions “Despite your best...

Developing Accountability In Your Baltimore Business

Before we get to talking about accountability in your Baltimore business... During the first Super Bowl that Tom Brady won (with the Patriots), these were some of the companies who advertised (hat tip to Jon Erlichman of Bloomberg): AOL Blockbuster Radio Shack Circuit...

P. Delatado, CPA’s Top 5 List of Potentially Fatal Business Mistakes

There is a difference between income and wealth. Tax returns aren't about wealth -- they're about "income", and how that is defined. Business owners and real estate investors have access to powerful tax advantages that wage earners do not ... and wage-earners probably...

Passing Down Your Baltimore Family Business

If we've learned anything from 2020, it's that our best-laid plans don't always turn out. As the great philosopher, Mike Tyson once said: Everyone has a plan until they get punched in the face. What is your plan for exiting your Baltimore family business? You need to...

A Few Winning Tips for Controlling Costs in Baltimore Businesses

So ... I'm not sure if you knew this. Apparently, running a business is expensive. And controlling costs can be daunting. But despite whatever you might see from those gurus who are posing by their Lamborghinis in the Facebook ads ... even the leanest Baltimore...

P. Delatado, CPA’s Thoughts on Reimbursement vs Company Cards

If you'll forgive me, I'm going to get pretty geeky today. You probably didn't realize that there are actual pros and cons to expense reimbursement for employees, etc., or using a company cc. Oh, my Baltimore readers, I'm going to take you down a little rabbit hole...

Financial Documentation Strategies for Baltimore Taxpayers

Ah, the wonders of financial documentation... Today’s topic has the benefit of ensuring your Baltimore "financial fortress" is as airtight as it can possibly be, which has its own advantages. Financial Documentation Strategies For Baltimore Taxpayers "You get older...

How You're Missing Legal Tax Deductions

Here’s a certain truth: The State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

But the problem is that regular taxpayers (like you) are missing out on legal and safe deductions to the tune of hundreds of millions of dollars in unclaimed refunds every year!

Learn more

Customer Stories

Peggy

Paulo and his staff were very professional, timely, and friendly in handling my financial affairs. I have and will recommend clients to him.

Michael Lawayne

Very professional, would recommend to anyone. Went to him for a tax matter and he had me an answer and a plan to take care of the matter within a short period of time. Thank you.