Financial 1 Tax is a full-service accounting, tax, and estate planning firm with over 20 years of experience, serving clients both remotely and from offices across Maryland and Florida. Led by founder Tatyana Bunich, a Certified Estate Planner and member of the National Association of Tax Professionals, the firm stands out for its integrated approach to financial wellness, blending tax expertise with strategic wealth and retirement planning.
The firm supports a diverse clientele, including individuals, businesses, retirees, and military personnel, with a special focus on complex scenarios such as cryptocurrency transactions, rental properties, and LLCs. Financial 1 Tax emphasizes convenience and security, offering flexible appointment options—Zoom, phone, or in-office—along with a secure client portal for document uploads. Their holistic methodology ensures clients receive year-round support, not just during tax season.
Services Offered
- Tax preparation
- Certified public accounting
- Estate planning
- Will planning
- Trust planning
- Elder law
- Tax consulting
- Retirement planning
- Wealth management
- Social Security tax reduction
- Charitable tax planning
- Roth IRA conversion strategies
- Business tax preparation
- Limited Liability Company (LLC) services
- S Corporation services
- Cryptocurrency tax services
- Rental property tax services
Financial 1 Tax serves clients across all 50 states, with physical locations in Columbia and Baltimore, Maryland, and Plantation and Boca Raton, Florida. The team is equipped to serve clients in English and Russian, reflecting the founder’s background, and has been featured in media for its expert financial guidance.
