Full Service Accounting
Tax Preparation, Elder Law, Estate and Retirement Planning
Financial 1 Tax provides a complete suite of accounting and financial services, from estate and retirement planning, to personal and business tax preparation. With office locations in the Maryland and Florida, our licensed, credentialed accountants and CPAs are here to help. For over 20 years, our team aspires to give every client a 5-Star experience — Read Reviews from across the United States.
We work with individuals and families who have worked a lifetime and are concerned about the possibility of running out of money during retirement and who fear taxes and costs will negatively impact their legacy to loved ones or charities.Get Assistance Now
At Financial 1 Tax we understand you may experience the same anxiety, which is why our top priority is to protect your wealth. In addition to providing you with investment and tax strategies we will coordinate all areas of your financial life from analyzing your insurance coverage to assisting with estate and trust needs. This collaborative approach insures that each party is working in harmony with the other to create one complete road map.
We believe managing all of the moving pieces reduces stress and can help you create a clear vision for your future. The Financial 1 Tax team is guided by Founder and President Tatyana Bunich, a Financial Advisor, Certified Estate Planner (CEP), and member of the National Association of Tax Professionals (NATP). Watch Founder’s Video
Legal Support for Estate Planning, Wills and Trusts
Our personalized services include the legal assistance you need to plan for the future. Financial 1 regularly draws up wills and trusts, along with other estate planning services. From your day-to-day taxes to your long-term plans, let our team your support your ongoing success. We provide both legal and accounting services. Get legacy and estate planning help
Maryland and Florida Locations | Now Supporting All 50 States!
Find our locations in Baltimore and the Greater DC Metro area in Maryland, and now in the Miami Metro area in Florida. Or, work with us remotely online from anywhere (Zoom available). Find our office addresses and directions in Columbia, MD, Pikesville, MD, Boca Raton, FL, and Plantation, FL.
Meet the Team
We also provide tax accounting for cryptocurrency, including tax obligations for Bitcoin (BTC), Ethereum (ETH), and other coins and tokens, along with DeFi and income related to staking, arbitrage and interest. Have questions?
Get Your Taxes Done
A Rated by the Better Business Bureau | Featured in Kiplinger
Preparing your own taxes can be confusing and may leave you with more questions than answers. Let us help you. We’ll find all the credits and deductions you’re entitled to.
We know you want to get your taxes completed and filed as quickly as possible. That’s why we offer free electronic filing with paid tax preparation, several disbursement options, and more products and services for you to choose from.
We support all tax scenarios, as well as specializing in:
- Rental property
- Limited Liability Company (LLC)
- Businesses, including S Corporations
Income Tax Preparation
At Financial 1 Tax, we’re dedicated to preparing your federal, state and local income tax returns to your complete satisfaction. Our tax preparers will work with you during the tax interview to provide you with the attention and service you deserve.
We offer an in-depth tax interview. We ask you questions to accurately determine your tax liability, identify all the deductions you’re entitled to, and work to get you the biggest refund you deserve.
Have a Tax Question?
Get fast, online answers to your complicated tax questions with our new “Ask the Expert” service. Perfect if you’re doing your own taxes — small businesses, military, rental properties, multiple states, freelancers, contractors, and many more scenarios. Try it today!Ask Your Questions