Refund Plan, Tax & Accounting is a comprehensive financial services firm specializing in tax law, accounting, and business consulting, serving individuals and businesses with over 25 years of industry experience. The firm stands out for its flexible pricing, year-round availability, and commitment to delivering fast, effective solutions tailored to each client’s unique financial needs.
The team consists of highly qualified professionals, including tax attorneys, certified public accountants, and accounting specialists, who provide creative and professional support aimed at helping clients achieve growth and compliance. They emphasize a client-focused approach, ensuring privacy, timely service, and complex problem-solving for a diverse clientele that includes entrepreneurs, corporations, partnerships, and individuals navigating tax obligations and business challenges.
Services Offered
- Tax preparation for individuals, corporations, and partnerships
- Tax planning and compliance with current laws
- Accounting services including transaction tracking and bank reconciliation
- Payroll system development and payroll return preparation
- Business registration and entity selection guidance
- Business consultation for cash flow, inventory, retirement, and insurance planning
- ITIN application and renewal assistance
- Cybersecurity and data privacy services including risk assessments and audits
- Technical accounting for audit readiness, GAAP conversions, and restatements
- Operational accounting including monthly close processes and SEC reporting
- Forensic accounting for fraud investigations and litigation support
- Valuation services for financial reporting and purchase price allocations
- Technology transformation and ERP project management
- Risk and compliance services including SOX readiness and internal audit
- Transaction advisory for mergers, acquisitions, and due diligence
- Refund status checks for federal, Maryland, and other state returns
Refund Plan, Tax & Accounting primarily serves clients in Maryland, with offices in Takoma Park and Silver Spring, and offers support to ensure accessibility and convenience for local individuals and businesses seeking expert financial and legal guidance.
