435 Wandering Ct Sonoma, CA 93632
1-800-123-4567
contact@aeso-site.com

A Stress Free Experience

Tax Services

We provide tax preparation services to individuals and businesses.

An Overview of Our Tax Services

Convenience — We are willing to travel to locations in the Baltimore metro area without charge. In addition, we are available to consult with you through email, phone, video conference, or in-office appointments.

Maximum Refund — We 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 accounting office we have prepared Federal and/or State returns in every state with a tax system. We also have incorporated clients in at least 15 different states. We have successfully represented our clients with regards to IRS and State Tax authorities for over 25 years.

Most Common Items Needed for Tax Preparation*

*This is only a guide of the most common items needed for Tax Preparation.                                                                                                                    *There may be additional information required, depending upon your individual circumstances.

Individual Tax Return:

  • W2s, 1099-NEC, 1099-MISC, 1099R and any other income
  • Mortgage interest and Real Estate Taxes 1098 statement
  • Charitable contributions
  • IRA contributions
  • Qualified education expenses (reported on a 1098T 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
  • 1095-A proof of healthcare from the Health Exchange
  • IRS Letter 6419 – 2021 Total Advance Child Tax Credit Payments
  • IRS Letter 6475 – 2021 Economic Impact Payments
  • Bank Account Information for Payment
  • Voided Check

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
  • Voided Check

Our Tax Preparation Philosophy

  • We will spend time with you to ensure that we understand your unique situation.
  • We will do everything we can to save you money on your taxes.
  • We will look for ways to save you money in the future on your Federal and State taxes.
  • We will offer suggestions to improve your financial future.

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

Our Experts

Meet the Team

Jay Estabrook, CPA

President

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Nathan Estabrook, EA

Tax Accountant

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Allan Randall, EA

Tax Accountant
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Steven Estabrook

Tax Accountant
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Tina Galloway, EA

Tax Accountant
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Jay Estabrook
Prior to founding 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 Bachelor’s of Accounting and Finance degree from the University of Maine. He also holds a master’s degree in accounting from Kansas State University and a Masters in Tax from Bentley College. He has a Theology degree from Maryland Bible College & Seminary in Baltimore, MD, and is an Investment Advisor Representative through Founders Financial Securities, LLC.

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Nathan Estabrook

Nathan is our Vice President and Registered Representative. He holds a Series 7 license and an Insurance license. He graduated with a bachelor’s degree from Villa Julie College and has over 15 years of experience in Accounting, Tax preparation and Financial Planning. Nathan specializes in tax preparation both personal and business. He works as part of the financial services team creating and presenting financial plans. In his spare time, he enjoys spending time with his family.

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Allan Randall

Allan joined Estabrook & Company in the beginning of 2015. Allan is a tax accountant and a financial advisor. He holds a Series 7 license and specializes in tax and 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 loves spending time with his wife, Emily and their four children, Paisley, Isabella, Savannah, and Charlie.

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Sue May

Sue May is new at Estabrook & Company. A graduate of Anna Maria College, she spent 40-plus years in the Graphic Arts industry. In addition to her work in graphic design, Sue also functioned as a copywriter and an editor, and helped to establish and run a print shop for a non-profit organization. ASL (American Sign Language) is one of Sue’s passions, and she serves as a volunteer interpreter on a weekly basis. When vacationing with her husband Bruce, Sue loves hiking the many trails of Acadia National Park, exploring Bar Harbor, catching the sunsets on Cadillac Mountain, and returning to the cabin with a good book.

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Steven Estabrook

Steven has been with Estabrook & Company since 2014. He holds a bachelor’s degree in accounting from Towson University. Steven is the manager of the Estabrook & Company bookkeeping department. He also prepares personal & corporate tax returns, quarterly estimates and settles small tax compliance issues for the tax department. Steven, his wife Amanda and their two kids Ella & Wyatt live in Seven Valleys Pennsylvania. They love camping, hiking and exploring state and national parks.

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Tina

Tina Galloway joined our company in January of 2019. She holds a Bachelor’s Degree from California University of Pennsylvania. Tina knew from an early age that she had a love of numbers and helping others succeed. She is a certified QuickBooks ProAdvisor and has earned the Enrolled Agent designation from the Department of the Treasury. Tina has worked with many small and large companies helping owners succeed in starting and growing their businesses. Tina enjoys spending quality time with her husband and children.

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