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Our team prepares returns for wages and contractor income alongside investment activities. If your work spans DC and Maryland, withholding & credits get controlled against the work pattern. Montgomery County local tax is reviewed in order for estimates not to drift midyear. Many clients prefer Wheaton tax preparation services for a quality record routine all year.
Monthly reconciliations, cleanup performance, and reports for owners who need usable numbers. Sales deposits and payroll files are tied out on a proper routine. Wheaton accounting services function at an optimal level when the close comes with good notes and proper categorization.
Planning starts with the next action — not a long report. Our CPA firm in Wheaton, Maryland can model estimations if pay changes, bonuses arrive, or side income grows. We review the cash timing in order not to collide tax due dates with major expenses.
Foreign income and account reporting frequently require extra forms & earlier document necessity. Our team takes the deadlines into consideration and then collects the data in a simple order. Such a service is optimal for households tied to DC-area employers & cross-border pay.
Limited-scope audits present support to boards and grant programs along with internal controls — without a full scope audit engagement. Such testing targets the question at hand. The results get documented in plain narrative. Many Montgomery County organizations prefer this approach for their specific, distinct needs.
Letters from the IRS or Maryland may easily appear with mismatched forms or missing backup. Wheaton tax accountant support covers reviewing the notice, customizing the response, and satisfying the deadlines. If a prior return requires a change, our amendment presents what was updated and why.
Our professionals record your rental income & expenses — property by property — with depreciation kept current. From the beginning, basis items like closing costs & improvement items are organized. This is particularly important in such a market where home values are above many national benchmarks.
Our CPAs establish full alignment of payroll & reimbursements and owner compensation. This is leverageable for local service shops and restaurants along with contractors who grow along the corridor. Wheaton CPA planning also covers quarterly payments in the case of profit swings during the year.
Each industry requires distinct perspectives in terms of job costs & utilization or program spending. Category structure gets set in order for monthly reports to comply with how revenue is earned. A certified public accountant near you in Wheaton should present reports that managers actually read.

We honor the legacy of Ken Watter, who passed away on December 4, 2023. Ken was a highly successful Certified Public Accountant and a dedicated community member in Montgomery County. His commitment to excellence and unwavering dedication to his clients have left an indelible mark on our firm.

Christina specializes in business development and marketing strategies within financial and accounting systems. Christina has worked in the financial field for over 20 years, in Europe, the UK and the US. She has worked for major corporations and ran her own successful U.S. financial services practice. She holds financial licenses from the London School of Banking and various U.S. States. Christina is originally from London and enjoys playing tennis, hiking and the Arts with her son. She speaks Greek as a second language.

Amim Milliken is an analytical and detail-oriented Senior Tax Accountant with extensive experience across individual, business, and corporate tax returns. She currently serves clients at Dimov Tax Associates and JDA TSG, where she prepares and reviews complex tax filings, provides client support, and ensures compliance with evolving tax laws. With a strong background in QuickBooks, payroll, reconciliation, and financial reporting, Amim brings precision and integrity to every engagement. Known for her resourcefulness, clear communication, and client-first approach, she excels in delivering accurate results while maintaining confidentiality and professionalism.

W-2s, any telework or onsite notes, and year-end pay stubs that present withholding detail. A CPA in Wheaton can map the resident Maryland return & any nonresident filing in parallel to where you worked.
Maryland applies a local income tax set by each county, and it is part of the state filing process. Montgomery County’s local rate is 3.20% (tax year 2025).
Hourly CPA work in Wheaton, Maryland is generally from $215 to $365 per hour. The pricing varies in line with the scope and record condition.
In Wheaton, hourly bookkeeping runs $95 to $175 per hour. Volume of transactions & payroll frequency and how receipts are delivered influence the rate.
The closing package and improvement receipts as well as a list of dates the unit is rented vs personal use. In Maryland, depreciation & expense tracking lowers issues later if you sell or refinance.