Financial 1 Tax
-Alisa of Baltimore, MD | Read More
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"THE BEST advisor and tax preparer my husband and I have ever had."
Charlene R.
"Most knowledgeable and personable advisors I have ever worked with.”
Tom H.
"I highly recommend Financial 1 for superior tax advice."
Carolyn Y.
Choose Zoom, phone, or in-office appointments. Schedule with us by phone or online calendar.
Your Easy Tax Preparation Process:
1. Schedule Your Appointment
Pick your date and time on the calendar.
2. Prepare Your Documents
We've got an secure, easy client portal. Go to client area
New Book! "Strategic Wealth"
"Strategic Wealth: How to Increase Investment Returns by Decreasing Your Tax Liability" by Tatyana Bunich & Sammy Spern was written to empower you with the knowledge and tools you need to take control of your financial destiny. This is more than just a book—it’s a blueprint for building the life you’ve always dreamed of.
Financial 1 Services for Those In or Near Retirement
Social Security Tax Reduction
Charitable Tax Planning
Roth IRA Conversion Strategies
Tax Planning
Estate Planning & Elder Law
Will Planning
We support all tax scenarios, as well as specializing in:
Cryptocurrency and Rental property
Limited Liability Company (LLC)
Businesses, including S Corporations
Military
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- Matt P. of Columbia, MD | Read 5-Star Reviews
Personal and Business | Tax Prep and Accounting at Financial 1 Tax
Financial 1 Tax provides a complete suite of accounting and financial services, from estate and retirement planning, to personal and business tax preparation.
Watch Now | Founder Tatyana Bunich
Tatyana Bunich is a Financial Advisor, Certified Estate Planner (CEP), and member of the National Association of Tax Professionals (NATP). President and Founder of Financial 1 Tax.
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