Tax Services in St. Mary's County, MD

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Top St. Mary's County, MD Tax Preparers

HeimLantz, CPAs and Advisors
5 out of 5
Location 22738 Maple Rd #201, Lexington Park, MD 20653, USA
Phone (301) 862-3367
Directions
Forbes Accounting Inc: Forbes Julia L
3 out of 5
Location 29163 Three Notch Rd # A, Mechanicsville, MD 20659, USA
Phone (301) 884-0512
Directions
Brigham John L CPA
Location 22936 Cattail Ln, California, MD 20619, USA
Phone (301) 862-5575
Directions
Gheen Accounting & Tax Service
4 out of 5
Location 30537 Potomac Way #106, Charlotte Hall, MD 20622, USA
Phone (301) 290-1587
Directions
Guy Amy L CPA
Location 28810 Riverwatch Dr, Mechanicsville, MD 20659, USA
Phone (301) 884-8225
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Little Diane
Location 22402 Chancellors Run Rd, Great Mills, MD 20634, USA
Phone (301) 737-0202
Directions
Askey Askey & Associates
4 out of 5
Location 23507 Hollywood Rd, Leonardtown, MD 20650, USA
Phone (301) 475-5671
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Tax Accountant in St. Mary's County, MD

Where Tax Accountants in St. Mary's County, MD Serve

St. Mary's County, MD is a charming and historic region located in southern Maryland. It is home to several noteworthy landmarks, including the St. Mary's City Historic District, which boasts over 50 historic buildings and sites. Other notable landmarks include the Patuxent River Naval Air Museum, which showcases the rich history of naval aviation, and the Sotterley Plantation, a stunning 18th-century estate that offers a glimpse into Maryland's past. The county is home to a diverse range of top employers, including the Patuxent River Naval Air Station, which employs over 20,000 people and serves as a hub for research and development in the field of aviation. Other major employers in the region include St. Mary's College of Maryland, MedStar St. Mary's Hospital, and the College of Southern Maryland. St. Mary's County is conveniently located near several major highways and streets, including Route 5, Route 235, and Route 4.

Financial Services Related to Tax Planning in St. Mary's County, MD

Banks and Credit Unions

Residents of St. Mary's County, MD could be helped by a bank in several ways. Firstly, a bank could provide loans to small businesses in the county, which would help boost the local economy. This is particularly important in St. Mary's County, which has a large number of small businesses that rely on tourism and the local population. Additionally, a bank could offer financial education to residents, particularly those who may not have had access to such resources in the past. This could include workshops on budgeting, saving, and investing, which could help residents make informed financial decisions. Finally, a bank could offer a range of services, such as checking and savings accounts, credit cards, and mortgages, which would make it easier for residents to manage their money and achieve their financial goals. Overall, a bank could play a vital role in supporting the economic and financial well-being of residents in St. Mary's County, MD.

Insurance Broker

Residents of St. Mary's County, MD can greatly benefit from the services of an insurance broker. With the county's proximity to the Chesapeake Bay, residents may require specialized insurance coverage for watercraft and flood damage. Additionally, the county is home to a large number of military personnel and their families, who may need assistance navigating the complex world of military insurance benefits. An insurance broker can also help residents find affordable health insurance options, as St. Mary's County has a higher than average uninsured rate compared to the rest of Maryland. Furthermore, with the county's growing population and increasing number of small businesses, an insurance broker can provide valuable guidance on commercial insurance options and risk management strategies. Overall, an insurance broker can help residents of St. Mary's County, MD navigate the often-confusing world of insurance and ensure that they have the appropriate coverage to protect themselves and their assets.

Retirement Planning

Residents of St. Mary's County, MD could greatly benefit from the services of a retirement planner. With a population that is primarily made up of retirees and individuals nearing retirement age, the need for financial planning and guidance is crucial. A retirement planner can help residents navigate the complexities of Social Security, Medicare, and pension plans. Additionally, with the high cost of living in St. Mary's County, a retirement planner can assist residents in creating a budget and developing a comprehensive retirement plan that will allow them to maintain their standard of living. Furthermore, with the abundance of military retirees in the area, a retirement planner can provide specialized knowledge and guidance on military benefits and retirement planning. Overall, a retirement planner can offer tailored solutions to the unique challenges faced by residents of St. Mary's County, MD, ensuring a secure and comfortable retirement.

Wealth Management

Wealth management can play a crucial role in helping St. Mary's County, MD residents achieve their financial goals and secure their future. By providing personalized financial planning and investment strategies, wealth managers can help individuals and families build wealth, protect their assets, and plan for retirement. Additionally, wealth management can help St. Mary's County residents navigate complex tax laws, mitigate risks, and maximize their returns. This can lead to increased financial stability and security, which can have a positive impact on the local economy. Overall, wealth management can help St. Mary's County residents achieve their financial aspirations and contribute to the growth and prosperity of the community.

Financial Advisor

Residents of St. Mary's County, MD could benefit from the services of a financial advisor in several ways. For instance, the county is home to a significant number of military personnel and their families due to the presence of Naval Air Station Patuxent River. A financial advisor could assist these individuals with navigating the complexities of military pay, benefits, and retirement planning. Additionally, St. Mary's County has a growing population of retirees who may need help managing their investments and ensuring their retirement income lasts throughout their lifetime. A financial advisor could also provide guidance on tax-efficient investing and estate planning, which could be particularly valuable for residents who own businesses or real estate in the area. Overall, a financial advisor could play a crucial role in helping St. Mary's County residents achieve their financial goals and secure their financial futures.

Mortgage Loan Officer

Residents of St. Mary's County, MD can benefit from the expertise of a mortgage loan officer in numerous ways. For instance, the officer can help homebuyers navigate the complicated process of securing a mortgage loan. This is especially important in St. Mary's County, which is known for its high property values and limited housing inventory. Additionally, the loan officer can provide valuable advice on the various types of mortgage loans available, such as fixed-rate, adjustable-rate, and government-backed loans. Moreover, the officer can assist homeowners with refinancing their existing mortgages, which can help them save money on monthly payments or shorten the length of their loan. Overall, the services of a mortgage loan officer can be invaluable to residents of St. Mary's County who are looking to buy or refinance a home.

Estate Planning Lawyer

Residents of St. Mary's County, MD can greatly benefit from the services of an estate planning lawyer. With the county's rapidly growing population, it is becoming increasingly important for individuals to have a solid estate plan in place. An experienced lawyer can help residents navigate the complex legal landscape of estate planning, including drafting wills, establishing trusts, and creating powers of attorney. Additionally, St. Mary's County has a significant military presence, and an estate planning lawyer can assist service members and their families with special considerations such as VA benefits and survivor benefits. Furthermore, the county's proximity to the Chesapeake Bay means that many residents own waterfront property, which can present unique challenges when it comes to estate planning. An attorney can help ensure that these properties are properly accounted for and transferred to heirs in accordance with the owner's wishes. Overall, an estate planning lawyer can provide invaluable guidance and peace of mind to residents of St. Mary's County, MD.

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