Business Details
26 Years
experience
Trusted Accounting and Tax Services in Prince Frederick, MD
Susan L Allen CPA Pa has been a trusted provider of comprehensive accounting and tax services since 2000. Our firm specializes in delivering personalized solutions for individuals and small businesses, including tax return preparation, strategic tax planning, bookkeeping, financial statement preparation, and QuickBooks consulting. With active memberships in the American Institute of Certified Public Accountants (AICPA), Maryland Association of Certified Public Accountants (MACPA), and the QuickBooks ProAdvisor Program, we maintain rigorous professional standards through continuous education and technological innovation.Our team of experienced professionals remains committed to providing accurate, efficient, and client-focused services tailored to meet the unique financial needs of each client while adhering to the highest ethical and professional standards in the industry.
Services
Tax Preparation
Business Tax Returns
Tax Planning
New Business Start-Up
Bookkeeping
Financial Statements
QuickBooks Consulting
Details
- Year established: 2000
Highlights and features
- We offer 25+ years of experience in individual and small business tax planning.
- Our team maintains active certifications through continuous professional education.
- We provide customized QuickBooks consulting for efficient financial management.
- Our firm combines personalized service with state-of-the-art accounting technology.
- We prepare accurate financial statements with timely monthly/quarterly reporting.
Associations and certifications
- AICPA
- MACPA
- QuickBooks ProAdvisor Program
Services
Tax Preparation
Our tax preparation service provides accurate federal and state tax return filing for individuals and small businesses. With expertise in C-Corporations, S-Corporations, partnerships, and sole proprietorships, we ensure compliance while optimizing deductions. Our team stays current with evolving tax laws through annual continuing education to deliver reliable, up-to-date solutions for minimizing tax liabilities.
Business Tax Returns
We specialize in preparing comprehensive business tax returns for various entity types including LLCs, partnerships, and non-profits. Our service includes proper classification of business expenses, accurate reporting of revenues, and strategic timing of deductions. We help clients understand their tax obligations while maintaining compliance with federal and state regulations through meticulous documentation and filing processes.
Tax Planning
Our tax planning service focuses on long-term financial optimization through proactive tax minimization strategies. We analyze clients' financial situations to develop customized plans that reduce tax burdens across multiple years. This includes mid-year adjustments, retirement contribution strategies, and business structure recommendations to maximize tax efficiency while aligning with overall financial goals.
Bookkeeping
We offer complete bookkeeping services with monthly, quarterly, and annual reporting cycles. Our computerized systems track accounts payable/receivable, manage payroll records, and maintain accurate financial ledgers. Clients receive organized financial data for informed decision-making, with optional budgeting support and integration with major accounting software platforms to streamline financial management processes.
QuickBooks Consulting
Our QuickBooks consulting service helps businesses optimize their accounting operations through effective software implementation. We provide system setup, data migration, customized reporting configurations, and staff training. This service ensures accurate financial tracking, improved workflow efficiency, and proper utilization of QuickBooks features tailored to each client's specific business needs and accounting requirements.
People
Susan L Allen
President
Certified Public Accountant with 25+ years of experience in tax strategy and financial planning. Specializes in small business accounting and individual tax optimization. Committed to client education and technological innovation in accounting practices.
Kevin A. Bourgeois
Staff Accountant
Experienced accountant providing tax preparation and financial reporting services. Focuses on accuracy and compliance for individual and small business clients. Maintains current accounting certifications through ongoing professional development.
Janice L Moore
Staff Accountant
Dedicated accountant specializing in corporate tax returns and financial statement preparation. Brings expertise in multi-entity tax structures and regulatory compliance to support business clients' financial needs.
Megan Cooper
Staff Accountant
Provides comprehensive accounting services including bookkeeping and tax planning. Focuses on personalized client support and accurate financial documentation for small businesses and individual taxpayers.
Amanda Allen
Administrative Assistant
Supports office operations and client communications with attention to detail. Coordinates document management and client service logistics to ensure efficient accounting operations.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial statement preparation, business tax returns, payroll services, and QuickBooks consulting tailored to small business needs.
Do you help with individual tax planning?
Yes, we offer comprehensive tax planning services for individuals including retirement strategies, investment tax optimization, and annual tax forecasting.
Can you assist with new business formation?
We provide start-up consulting for business structure selection, incorporation assistance, and initial financial planning for new businesses.
Do you offer QuickBooks support?
Yes, our QuickBooks ProAdvisor provides software setup, training, and troubleshooting for small businesses using QuickBooks.
How do you stay current with tax law changes?
Our team completes annual continuing education courses through AICPA and MACPA to maintain expertise on evolving tax regulations.
What areas do you serve?
We primarily serve Prince Frederick, MD and surrounding areas with both in-person and virtual accounting services.
Reviews (3)
Deborah Sullivan
Feb 20, 2021
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This company is the BEST. All the staff there are AMAZING. They help you with anything they can. They know their stuff. Just the best place to use for your personal and business needs. Debbie Sully & Sons
Tiffy Tiff
Dec 25, 2020
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Mrs. Susan Allen gets right down to business. She definitely knows her stuff. She has an excellent staff around her as well!
Jessica Kendrick
Oct 23, 2017
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Great office and personnel. Always welcoming and willing to help in anyway possible. Would not use anyone else! I highly recommend them.
