Estabrook & Co
Latest  News

Thank You!!:  The 2017 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, 2018- 4th Quarter Estimates for 2017
  • March 15, 2018- All Business returns are due or must be extended.
  • April 15, 2018- All Personal returns due and 1st QTR Estimates
  • June 15, 2018- 2nd QTR Estimates due
  • September 15, 2018- All Business returns due
  • Sept 15, 2018- 3rd QTR estimate due
  • October 15, 2018- All Personal returns due
  • January 15, 2019- 4th QTR estimate due

IRS Forms

Taxes

An Overview of Our Tax Service

Convenience - I am willing to travel to your location in the Baltimore metro area without charge. In addition, I am available to consult with you through email, phone, or in-office appointments.

Maximum Refund - I will work with you to obtain the maximum amount of deductions so you pay as little tax as legally allowed.

Experience - As a certified public accountant, I have prepared Federal and or State returns in every state with a tax system. I also have incorporated clients in 15 different states. I have a Masters in Tax and have successfully represented my clients in regards to IRS and State Tax Authorities for over 25 years.

Most Common Items Needed for Tax Preparation
(Please note: This is only a guide of the most common items needed for Tax Preparation, as there may be additional information required based on your individual circumstances.)
  • Individual Tax Return:
    • W2’s, 1099 misc, 1099R and any other income
    • Mortgage interest and Real Estate Taxes 1098 statement
    • Charitable contributions
    • Un-reimbursed Job expenses
    • IRA contributions
    • Qualified education expenses 1099T statement
    • Dependent child care expenses
    • Dependents and their social security numbers
    • End of year investment statements showing distributions and/or dividends and interest
    • Medical expenses including health insurance
    • Estimated tax payments made for the year
    • Bank Account Information for Payment
  • Corporate Tax Return:
    • Profit & Loss Statement - your sales and expenses for the year
    • Balance Sheet
    • Year-end report from your payroll company
    • Bank Account Information for Payment
My Tax Preparation Philosophy:
  • I will spend time with you to ensure that I understand your unique situation.
  • I'll do everything I can to save you money on your taxes.
  • I'll look for ways to save you money in the future on your Federal and State taxes.
  • I'll offer suggestions to improve your financial future.

To arrange a complimentary tax consultation, please call our office at (410) 444-0002.