Estabrook & Co
Latest  News

Thank You!!:  The 2016 year was a great success thanks to all of you! Please remember that the time to really save taxes is right now! Call us and let us show you how to shave thousands off your tax bill!

LIVING PLAN 365- This is a Game Changer! See what this planning software can do to help secure you and your family's financial security! Call Now for a free install and training. Come in for year end investment and Tax saving strategies. Call 410-444-0002 to get a planning appointment or to get Living Plan 365 up and going for you!   


REFERRALS WELCOME
Each year our business grows because valued clients like you refer friends and family to us.

 
Useful  Information

 Tax Payment and Due  Dates

  • January 15, 2017- 4th Quarter Estimates for 2016
  • March 15, 2017- All Business returns are due or must be extended.
  • April 15, 2017- All Personal returns due and 1st QTR Estimates
  • June 15, 2017- 2nd QTR Estimates due
  • September 15, 2017- All Business returns due
  • Sept 15, 2017- 3rd QTR estimate due
  • October 15, 2017- All Personal returns due
  • January 15, 2017- 4th QTR estimate due

IRS Forms

Experience


Jay Estabrook

Prior to founding the Estabrook and Company in 1995, Jay Estabrook served as the Chief Financial officer for a Regional Telecommunications company. He was responsible for developing and implementing their financial and customer service data systems, as well as overseeing all accounting and treasury functions. He was also involved in assisting them with going public.

Previously, Jay served as the Tax Partner for Estabrook and Company P.C. in the Boston Massachusetts area and was a Senior Tax Manager for KPMG Peat Marwick in Burlington Massachusetts. He has a vast amount of experience in assisting small to medium size businesses with their tax, accounting & financial needs.

As part of his service with KPMG Peat Marwick, Mr. Estabrook gained experience in diverse tax issues as well as SEC financial reporting, business acquisitions, combinations, and the initial public offerings of companies attempting to consolidate highly fragmented industries.

Mr. Estabrook is a Certified Public Accountant and holds a Bachelors of Accounting and Finance degree from the University of Maine. He also holds a Masters Degree in Accounting from Kansas State University and a Masters in Tax degree from Bentley College. He has a Theology degree from Maryland Bible Seminary in Baltimore MD, and is a Investment Advisor Representative through Founders Financial Securities, LLC.
 

Nathan Estabrook

Nathan Estabrook is the Manager of our Accounting and Bookkeeping Division. He holds a Series 7 license and an Insurance license. He graduated with a Bachelor’s Degree from Villa Julie College and has 10 years of experience in Accounting, Tax and Financial Planning. Nathan has been working closely with many of our business and personal clients in everything from tax preparation and planning to business coaching.

Nathan has been the Treasurer of the local Lauraville Business Association in Baltimore, Maryland for the last 4 years and enjoys working with local businesses. His strong leadership and organization skills have assisted many of these companies in everything from improving cash flow, increasing sales, adding employee retention strategies and overall greater organization.
 

Beth Estabrook

Beth Estabrook holds a Series 7 license and an insurance license. Beth specializes in assisting Jay Estabrook with financial planning and investment portfolio research, construction and on-going money management. Beth graduated from Towson University with a Bachelors Degree in Finance and Associates Degree in Accounting.
 

David Estabrook

David has been working for Estabrook and Co for the past six years. He runs our Small Tax Compliance department which includes Bookkeeping, Personal Property Tax preparation and Income Tax preparation. He assists in the preparation and filing of Bankruptcies and the filing of Financial Services applications. David is in the process of completing his Bachelors in Business Administration.
 

Steven Estabrook

Steven joined our company full time in the beginning of 2014. He holds a Bachelor's Degree in accounting from Towson University. He previously worked at Lenox Laser in the accounting department where he was responsible for daily bookkeeping, accounts payable, accounts receivable, payroll and generating financial reports. Steven lives in York County Pennsylvania and enjoys spending time with his wife, Amanda, and his dog, Loki.
 

BillieJo Monk

BillieJo joined Estabrook & Company in 2012. She holds a Life Insurance license and is currently completing her Series 7 license. BillieJo is a Financial Services and Insurance Professional at Estabrook & Company and focuses on initial client applications, processing client information, investment software and funds tracking. Before her switch to the financial world, BillieJo worked as a chemist for 15 years. She graduated Summa Cum Laude from Shippensburg University of Pennsylvania with a Bachelor’s degree in Chemistry. BillieJo lives in Pennsylvania with her husband and 2 daughters.
 

Joseph D. Stauffer

Joseph has been working for Estabrook and Co. off and on since 2004. He assists Nathan Estabrook in tax preparation, incorporation's and provides bookkeeping services for our clients that need assistance in daily, weekly, and monthly accounting needs. He left his passion for the culinary world, however still provides Restaurant Consulting for our restaurant owners. He still enjoy's cooking, reading and writing.
 

Allan Randall

Allan joined Estabrook & Company in the beginning of 2015. Allan holds a Series 7 license. He is Director of planning at Estabrook & Company specializing in retirement planning. Allan graduated from Towson University in 2011 with a degree in Business Administration with a focus in Management. Allan has a diverse sales/management background having worked as an Account Representative at Ripken Baseball and Randstad Technologies where he worked in sales and recruiting. When he isn’t in the office, Allan is an avid sports fan and especially enjoys watching baseball and football.
 

Philip Dubay

Philip joined Estabrook & Company in early 2015. Philip holds a Series 7 license and is in the process of completing the CFP board exam. Philip is an Associate Wealth Advisor for Estabrook & Company and specializes in individual money management and corporate benefit planning. He especially enjoys working with younger clients helping them develop good financial habits and investing ideals. Philip graduated from Stevenson University with Magna Cum Laude honors and a degree in business administration with a focus in finance. He is also a lifetime member of the Sigma Beta Delta honor society for Business Administration. In his spare time Philip enjoys playing golf and volleyball.


To arrange a consultation, please call our office at (410) 444-0002 or in Bel Air call (443) 676-2808.