Full Service Income Tax & Estate Planning

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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

"Great service, very professional, and I got a big tax refund!”

-Alisa of Baltimore, MD | Read More

"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:

1. Schedule Your Appointment

Pick your date and time on the calendar.

Schedule Tax Appointment
Call Us: 410-908-9293

2. Prepare Your Documents

We've got an secure, easy client portal. Go to client area

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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

  • 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
Ask a question online!

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Financial 1 Tax - Tatyana Bunich, PresidentFinancial 1 Tax - Brian Spern, Elder Law and Estate Planning AttorneyFinancial 1 Tax - Jeffrey Linker, CPAFinancial 1 Tax - Stacey Henderston, AccountingFinancial 1 Tax - Michael Bunich, Real Estate SpecialistFinancial 1 Tax - Elana Spern, Marketing DirectorFinancial 1 Tax - Sammy Spern, Director of Client ServicesFinancial 1 Tax - Ally Ibach, Administrative Assistant

Meet Your Financial 1 Team

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

- 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

Founder's Video, Financial 1

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.

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 answers to your tax questions. Ask the Expert your question and start your free consultation.

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