Dale has been preparing income tax returns for more than 35 years and established the firm in 1988. We specialize in preparing personal and small business returns and leverages tax planning strategies to minimize taxes owed to help clients achieve their financial goals.
Dale graduated from the University of Maryland, College Park, in 1982 with a B.A. degree in Law Enforcement. He currently holds a M.S. degree in Safety Engineering and is an Enrolled Agent (EA) and Registered Social Security Analyst (RSSA®).
Registered Social Security Analysts are an elite group of advisors trained to help Americans maximize their Social Security benefits.
PARTNER FOR LIFE & OFFICE MANAGER
Kimberly has been been preparing tax returns since 1995, after graduating from Towson University with a B.S. degree in Mathematics. Kim’s specialty is her organizational skills.
She keeps Dale in line and provides a wide range of services, including local tax returns and tax planning.