Reducing Taxes - CFO Source
Maximizing Profits, Minimizing Taxes,
And Finding Capital For Our Clients

Reducing Taxes

We have years of experience coming up with ways that can significantly reduce or defer your payments. Using time tested strategies along with up to date knowledge on recent developments, we can help take the sting out of your tax bill. Here’s how we can help:

  • A seasoned and experienced tax professional with a thorough understanding of current tax laws, not a junior staff person will prepare your return.
  • By making sure you have the right structure to minimize income and payroll taxes – the LLC entity is popular but doesn’t always provide the best tax advantage.
  • Shifting income between entities to take advantage of passive and non passive rules – If you have real estate entities, it may make sense to push income into these entities to reduce
    payroll taxes on owners income
  • Maximizing deductions and credits – are you sure your getting all the tax incentives recently enacted?
  • Making sure that the least amount possible is paid at the latest possible time – With proper tax planning income can be shifted to future years, delaying tax payments.

Call us today at 443.487.7733 or request a complementary analysis and learn how we can help reduce your tax payments.

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What Our Clients Say...

“The unique strategic tax approach that The CFO Source implemented with our companies saved my family thousands of dollars in federal and state taxes! Their knowledge of the tax law, their tax planning tactics, and their diligence with the IRS enable our family to sleep peacefully!”

-Louis Kim, President, My Mom's Car Wash

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Regions Served

  • Frederick County: Frederick (21701, 20702, 21703, 21709), New Market (21774) , Mount Airy (21771), Urbana (21704), Ijamsville (21754), Walkersville (21793), Libertytown (21762), Damascus (20872), and more.

    Howard County: Clarksville (21029), Columbia (21044), Cooksville (21723), Dorsey (21075), Elkridge (21075), Ellicott City (21043), Fulton (20759), Glenelg (21737), Glenwood (21738), Granite (21163), Hanover (21076), Highland (20777), Jessup (20794), Lisbon (21765), Marriottsville (21104), North Laurel (20723), West Friendship (21794), Woodbine (21797), Woodstock (21163), and more.

    Montgomery County: Olney (20832), Damascus (20872), Laytonsville (20882), Silver Spring (20910), Clarksburg (20871), Gaithersburg (20878), Germantown (20876), Bethesda (20816), Chevy Chase (20815), and more.

    Baltimore County: Arbutus (21227), Catonsville (21228, 21250), Cockeysville (21030, 21031, 21065), Dundalk (21222), Edgemere (21219), Essex (21221), Garrison (21055), Lansdowne (21227), Lochearn (21207), Lutherville (21093), Middle River (21220), Milford Mill (21244), Overlea (21236), Owings Mills (21117), Parkville (21234), Park Heights (21215), Pikesville (21208), Randallstown (21133), Reisterstown (21136), Rosedale (21237), Timonium (21093), Towson (21204), White Marsh (21162), Woodlawn (21207), and more.

    Carroll County: Eldersburg (21784), Finksburg (21048), Hampstead (21074), Manchester (21102), Marriottsville (21104), Taneytown (21787), Union Bridge (21791), Westminster (21157, 21158), Mount Airy (21771), New Windsor (21776), Sykesville (21784), Woodbine (21797), Taneytown (21787), and more.

  • Washington, DC and Northern Virginia

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Contact CFO Source

5515 Hudson Drive
Sykesville, MD 21784
phone icon 443-487-7733 | Fax: (206)415-2361

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