Choose Zoom, phone, or in-office appointments. Schedule with us by phone or online calendar.
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.
Financial 1 Tax
-Alisa of Baltimore, MD | Read More
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"THE BEST advisor and tax preparer my husband and I have ever had."
"Most knowledgeable and personable advisors I have ever worked with.”
"I highly recommend Financial 1 for superior tax advice."
Your Easy Tax Preparation Process:
1. Schedule Your Appointment
Pick your date and time on the calendar.
2. Prepare Your Documents
We've got an secure, easy client portal. Go to client area
3. Come to Your Appointment (or Zoom)
Know your taxes will be filed with ease!
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Financial 1 Services for Those In or Near Retirement
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Estate Planning & Elder Law
- Matt P. of Columbia, MD | Read 5-Star Reviews
Personal and Business | Tax Prep and Accounting at Financial 1 Tax
Financial 1 Tax provides a complete suite of accounting and financial services, from estate and retirement planning, to personal and business tax preparation.
Watch Now | Founder Tatyana Bunich
Tatyana Bunich is a Financial Advisor, Certified Estate Planner (CEP), and member of the National Association of Tax Professionals (NATP). President and Founder of Financial 1 Tax.