Tom Taylor, CPA/PFS
Tom leads our individual and business tax and accounting practice. Tom began his career as an auditor with the international accounting firm of Ernst & Young LLP in 1993. Tom sharpened his finance and accounting skills as an Investment Banking analyst at Legg Mason in the mid '90s. He founded Chesapeake Financial Advisors, our sister company and fee-only financial planning firm and investment advisory firm.
Tom earned double degrees in Accounting and Finance from Mount St. Mary's University in 1993 and is an honors graduate of Calvert Hall College High School in Towson, MD. He became a Certified Public Accountant in 1996 and received his Personal Financial Specialist (PFS) designation from the AICPA in 2009. The PFS credential is granted exclusively to CPAs with considerable
Tom is active in a number of professional organizations including the Maryland Association of Certified Public Accountants, the American Institute of Certified Public Accountants, a member of the National Association of Personal Financial Advisors, past-president of the Calvert Hall Alumni Association, on the finance committee of St. John the Evangelist School, a member of the Towson Elks Club and Towson Chamber of Commerce. Tom treats every client with respect and integrity. He provides independent financial analysis in addition to tax and accounting services.
Tom Fargo, EA, MBA
Tom founded Tom Fargo & Associates in 1987 to provide accounting, tax planning & preparation and business counseling to individuals, small businesses and professionals. He founded his practice on the philosophy that we only succeed when our clients succeed. That philosophy led Tom to consider his clients needs first as he looked to a transition in his life. So that Tom could spend more time with his family and grand children, he joined Taylor & Company in 2015.
Tom's experience as an engineer, manufacturing operations manager and MD Air National Guard pilot complement his MBA and Enrolled Agent training and distinguish him from other practitioners. Tom listens to our clients to learn their goals, resources, tolerance for risk and definition of success, then goes to work helping them succeed.
Dee Hoeck, Senior Accountant
Dee joined our firm in 2015 and serves clients as our primary lead on bookkeeping and payroll services. Dee has over 30 years of experience working with small and family run businesses. Dee is a certified QuickBooks ProAdvisor and provides QuickBooks consulting to new businesses just getting started and to established companies that need to focus on their business versus their books. She specialized in setup and conversion to QuickBooks Online from QuickBooks Desktop and Enterprise.
401 Washington Ave., Ste. 1202 15 E Churchville Rd., Ste. 106
Towson, MD 21204 Bel Air, MD 21014