Full Service Income Tax & Estate Planning

5 Star Experience | Read Reviews


Get a Free Consultation
Schedule Tax Appointment

410-908-9293


Tax Preparation

Retirement Planning

Elder Law

“THE BEST financial adviser and tax preparer my husband and I have ever had.”
Charlene R.
“Most knowledgeable and personable financial advisors I have ever worked with.”
Tom H.
“I highly recommend Financial 1 for superior tax and investment advice.”
Carolyn Y.
“Their expert staff was able to give me some great recommendations.”
Adam M.


Your Easy Tax Preparation Process:



2. Prepare Your Documents

Download Your Checklist


Read Reviews

Financial 1 Services for Those In or Near Retirement



  • Social Security Tax Reduction

  • Charitable Tax Planning

  • Roth IRA Conversion Strategies

  • Tax Planning

  • Estate Planning

  • Will Planning

National Association of Tax Professionals - Finaancial 1 TaxFive Star Wealth Manager - Tatyana BunichFinancial 1 - Tax ProfessionalsRetirement Time - Tatyana Bunich / Financial 1 Wealth Management Group

Watch Now | Founder Tatyana Bunich

Founder's Video, Financial 1