New Boca Raton Florida Office!
Make a Florida Appointment - Available Now
Make a Maryland / DC-Area Appointment - Available Now
Choose Zoom, Phone, or In-Office Appointments
A new tax season is here! Have questions? Let us assist you. We can work with you remotely through Zoom conference calls, secure document uploads, phone and email. Or, choose a private in-person appointment at our offices. Schedule with us by phone or our online calendar -- pick your own date and time. Get fast answers to your complicated tax scenarios on our new "Ask the Expert" page. Our team also handles the legal for wills and trusts, too. Read our blog for important tax tips and changes, including tax obligations for cryptocurrency transactions.
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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.
Your Easy Tax Preparation Process:
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
Ask a question online!
"Best Advisor and Tax Preparation in Maryland!"
- Matt P. of Columbia, MD | Read 5-Star Reviews
Watch Now | Founder Tatyana Bunich
Have a Tax Question? Ask Online.
Get fast, online answers to your complicated tax questions with our new Ask the Expert service. Perfect if you’re doing your own taxes. Try it today!
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