Full Service Income Tax & Estate Planning

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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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"Most knowledgeable and personable advisors I have ever worked with.”
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Your Easy Tax Preparation Process:

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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

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We support all tax scenarios, as well as specializing in:

Cryptocurrency and Rental property
Limited Liability Company (LLC)
Businesses, including S Corporations
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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!

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