Full Service Income Tax & Estate Planning

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It’s Tax Season! 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. Our team also handles the legal for wills and trusts, too. Schedule with us by phone or our online calendar — pick your own date and time. Read our year-end blog for tax tips, 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

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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:

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

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