Full Service Income Tax & Estate Planning

5 Star Experience | Read Reviews


Get a Free Consultation
Schedule Tax Appointment

410-908-9293


Choose Zoom, Phone, or In-Office Appointments

Need help or have questions? Let us assist you. We remain open during COVID-19. For your safety, 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. Ask your questions online and 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, and stay safe!

"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:



2. Prepare Your Documents

Download Your Checklist


Read Reviews

In the News

Financial 1 Featured on Kiplinger
Financial 1 Featured on MarketWatch
Financial 1 Featured on the Wall Street Journal
Financial 1 Featured on U.S. News
Financial 1 Featured on Girlboss

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


Learn More
Watch Videos
We support all tax scenarios, as well as specializing in:

Rental property
Limited Liability Company (LLC)
Businesses, including S Corporations
Military
Ask a question online!

Read More Reviews


Financial 1 Tax - Tatyana BunichFinancial 1 Tax - Brian SpernFinancial 1 Tax - Jeffrey LinkerFinancial 1 Tax - Stacey HenderstonFinancial 1 Tax - Michael BunichFinancial 1 Tax - Ally Ibach

Meet Your Financial 1 Team

Visit our locations in the DC-Baltimore area in Maryland, and the Miami metropolitan area in Florida.
Or, work with us online from your home or office (Zoom available).

Watch Now | Founder Tatyana Bunich

Founder's Video, Financial 1


National Association of Tax Professionals - Finaancial 1 Tax

Five Star Wealth Manager - Tatyana Bunich

Financial 1 - Tax Professionals

Retirement Time - Tatyana Bunich / Financial 1 Wealth Management Group

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!

Ask Your Questions