Emerald Financial Partners
Annapolis, Anne Arundel
(9)
Annapolis, Anne Arundel
(9)
We're accountants, tax strategists and financial advisors.
Under one roof, we provide a full range of services including new business start-ups, business advisory services, accounting, bookkeeping, QuickBooks Clean-Up, Sage software support, remote CFO services, payroll and more.
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9 customer reviews
Bob
Bookkeeping Services
Excellent Onboarding Session... jumped right in to replace the prior service. Expect outstanding service!
Reply from Emerald Financial Partners
Thank you, Bob, for your kind review. We are excited to be working with you!
Diane Donnelly
Due to lack of attention by my previous accountant to my taxes, I was forced to find another accountant. I thought the transition was going to be awkward and arduous, but it was practically seamless. Christy took care of making sure all of my quarterly taxes were done, the appropriate forms were completed and turned in to meet the deadlines, etc. Absolutely nothing fell through the cracks. This is my first full year with QualiTax and they got me a very healthy return at the end of the year and she gave me very helpful advice on how to structure my business to create tax shelters and protect my money. Christy evaluates my tax situation on a quarterly basis (per our agreement) and makes recommendations throughout the year so there are no surprises lurking when it's time to pay the IRS man. She has been very detail oriented and I appreciate all she has done to help me achieve my financial goals. She is part of my wealth building team and I am thankful to have her! More...
Reviewed on Google Maps
Ken Hess
I found Valerie through Dave Ramsey. She has done my taxes now 3 years in a row. It is very easy on my part and I receive great communication about my returns. She also sends out emails with great information throughout the year. Anytime someone asks me about my taxes, I always recommend Valerie and QualiTax. More...
Reviewed on Google Maps
Jason Cronin
Due to a tax-filing error by my previous company, I had to go into Qual-I-Tax to amend my 2014 tax return - ugh! To my delight, Valerie saw me early, was prepared and SO polite. After a quick review of the paperwork sent by my previous company, she recalled the issue and showed me how she caught the error before filing in 2014. So what I thought was going to be painful, was in-fact a non-issue due to their attention-to-detail and catching the error 'before!' filing. Thank you Qual-I-Tax! More...
Reviewed on Google Maps
Ted Neuman
The QualiTax folks are the BEST in every way but especially with communication and Valerie's notes are insightful and inspiring.
Reviewed on Google Maps
Richard Denham
QualiTax has been providing exceptional tax service to me and my family for several years. Despite filing somewhat more complicated returns and dealing with multiple tax entities, I have found their attention to detail and professionalism to far exceed my expectations - and I would strongly recommend their services.
Reviewed on Google Maps
Ron Contillo
My wife and I have been with Valerie and QualiTax ever since we moved to Maryland, 23 years ago. Valerie and her staff have been nothing but professional and have provided excellent tax preparation service and advice during this time. She is very detailed oriented and is always up to date on the latest tax laws to ensure that all forms are completed properly. She was also able to save us money along the way each year too! I would highly recommend Valerie and QualiTax to anyone out there looking for a professional and personable tax preparation service. More...
Reviewed on Google Maps
Philip Ulzheimer
A friend had referred me to QualiTax 8 years ago and I have been using them ever since. The first thing Valerie did was review my prior years tax return and found a few errors/missed items, which were in my favor.
When I met my wife I sent her to QualiTax and she too was impressed with the personal service and knowledgeable staff.
Ever since then I/we have continued to use QualiTax and have always received excellent personal service.
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Reviewed on Google Maps
Debra Larsson
Have had the best experience (5 stars+) with Val and her team over the years! We have received expert counsel on our taxes, as well as excellent, responsive customer service. Simply outstanding!
Reviewed on Google Maps
What kind of accounting services do you provide?
We are large enough to meet all your needs and small enough to know your name. Whether it's outsourced accounts payables and receivables, payroll, bank reconciliations, general ledger maintenance, sales tax reports, 1099's and W-2's, income tax preparation and financial statements, we can handle it.
Many of our clients enjoy having us as their one stop shop for all of their accounting and tax needs.
Why is it so important for businesses to hire a great accountant?
We don't just record history at the end of the year by putting numbers in boxes on your tax return . We help you write your own history by taking a proactive approach to take advantage of the new tax laws and save you money.
Good accountants don't just put numbers in boxes, they put the numbers in the RIGHT box to help minimize your tax bill.
What do you love most about your job?
We love being able to help people become more profitable with their businesses and create wealth. We very much enjoy being part of their success.
What inspired you to start your own business?
After working for several years with a private firm, I was told that no further advancement opportunities within the company were available for me as a woman. As a result, in 1980 I started my own practice at the age of 24.
Why should our clients choose you?
We have an A+ rating with the Better Business Bureau, are family owned, and have been in business since 1980.
Our experience and customer service provides you with information you can rely on. Our company policy is to return all emails and phone calls within 24 hours.
We understand accounting systems and how they work.
We're large enough to meet all your needs, but small enough to know your name.
Virtual CFO Services
Since 1980, we've been providing businesses with pro-active tax, accounting, and financial services. Whether you are a small-medium sized business owner, own real estate investments, or need help with the bookkeeping, we can help!
Our pro-active approach means we help you anticipate and prepare for the future, not just react to the past. In our experience, this is a critical component of growing your business, rather than merely trying to maintain your business.
So, we can provide a wide array of unique and extensive resources to help you build a better business. Our holistic approach means we look at more than just taxes. Whether you are considering an acquisition, an exit strategy, or ways to increase the value of your business, we can help!
QuickBooks Clean-up and Set-up
One of the most difficult challenges we face with clients is that they think that, if they have QuickBooks and TurboTax, they can handle everything themselves.
Unfortunately, in many cases, a lot of money is left on the table. Without having the seasoned advice of an experienced accountant to set up the chart of accounts properly and strategic planning moves to save them money, Uncle Sam is taking a large piece of the pie.
We will clean up your QuickBooks file, get your various tax returns up to date and start working on a strategic plan to save you money and create wealth.
Business Accounting
Emerald Financial Partners is a full-service, Annapolis Maryland based CPA and business tax accounting firm serving the needs of small-medium sized businesses, public and privately-held businesses, non-profit organizations, and sole proprietors in the Mid-Atlantic region.
We work with business owners who want to save time and money on their accounting, tax, and financial services, allowing business owners to focus more time on your business, while we focus on the details. Emerald Financial Partners provides a variety of business accounting, tax, and financial services, including:
Small business tax accounting services
Outsourced CFO services
DCAA compliance for Government Contractors
WOSB certification
Bookkeeping and financial statements
Special tax and accounting services for real estate investors
Financial statement preparation and tax planning
Loan and capital equipment analysis
Real estate and investment property analysis and tax compliance
Tax compliance for stocks and other investments
Tax Services
At Emerald Financial Partners, we believe proactive tax planning is one of the keys to every successful business. As your CPA Business Tax Accounting partner, we serve as a trusted resource and proactive advocate for your business' success!
Proactive tax planning for businesses means scouring your income and expenses for every available deduction, credit, loophole, and opportunity — without questionably aggressive strategies, gray areas, or red flags to the IRS!
As part of our services, we often assist businesses with preparing the following:
Business income tax returns (Form 1120, Form 1120S, Form 1065, Schedule C)
Federal payroll services (Federal 941s, 940s, W2s and 1099s)
State payroll services (state withholding and unemployment returns)
Personal property tax returns
Sales tax returns
Real Estate & Rental Properties
Real estate investments and rental properties require specific tax strategies to help you make the most of your real estate investments. We specialize in providing tax and accounting services to help you:
Track expenses
Properly classify income
Review the most common deductions for rental property Ordinary and necessary expenses for investment properties
Help you understand how to qualify for tax deductions and tax benefits for expenses paid by the tenant
The cost of improvements for rental properties
Allow you to maximize the deductions associated with real estate investments and rental properties
