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Tax Preparation

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We Remain Open During COVID-19

Need help? Have questions about all the tax changes this year? We can assist! For your safety, we can work with you remotely through Zoom conference calls, secure document uploads, phone and email. We will continue to provide you with whatever support you need during the pandemic, including private appointments. 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 latest update for 2020. Stay safe!

“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

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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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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).

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