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Tax Preparation Process

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Meet Your CPA

We’ll get to know you and your tax needs to achieve financial peace of mind.

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Gather Tax Docs

Upload, drop off or mail your tax documents such as W2s, 1099s, K-1s, business expenses, mortgages, and more to our accountants.

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Prepare your federal and state tax returns to get your tax liability to the lowest legal limit.



Analyze the results to present solutions, actions, and recommendations to build a long term tax plan.

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e-file Taxes

Use technology to your advantage to gather your eSignature on your returns, upload a client copy to your portal and eFile your returns. Taylor & Co. can serve as your virtual tax preparer.



We provide ongoing tax planning services, strategies and advice to keep your goals in check.

w-2 Tax Forms, CPA

Professional Tax Services

At Taylor & Company, we’re not interested in being just a once-a-year dump and prep professional tax service. Sure, compliance of filing accurate and timely tax returns is a given, but our mission is to provide you with actionable tax planning services and strategies you can use in the real world to lower your tax liability.

Every relationship starts with a complete review of your prior year tax returns. We often find that many new clients have not captured all the deductions they could, such as depreciating a rental property or netting bond premium and accrued interest against taxable bond interest. In this case we will amend those tax returns and generate refunds.

We are passionate about taxes and use our deep knowledge of tax law to keep you in compliance while taking advantage of every tax credit and deduction. Tax returns are required to be prepared and filed every year, but so many overlook credits and deductions because they do know they exist. So, if you are looking for experienced and passionate tax advisors who look out for you and your family’s best interests, then get started with Taylor and Company.

Other than being experts in tax law, when considering us for your tax preparation needs, there are several reasons our clients know we have their best interest in mind and that distinguishes us from other preparers.

  • We will return a call or email within 24 hours
  • We will provide you with current and future tax planning that incorporates current tax strategies
  • We will use technology to your advantage to ensure you have an efficient tax preparation process

TaxCaddy will simplify your role in the gathering and delivery part of the tax preparation process. This year, we’re using TaxCaddy to simplify how we request and receive documents, data, and signatures from you. Your official TaxCaddy invitation will arrive via email.

TaxCaddy makes gathering tax documents and sharing them with your tax advisor a breeze. Let TaxCaddy retrieve your 1099s, 1098s, and W-2s automatically. Upload or snap photos of your tax documents year-round and store them with bank vault security. Electronically sign your tax documents from anywhere.

Connect with a CPA

Meet with us at our office in Baltimore County, or we can serve as your virtual tax preparer.


Need a Virtual Tax Preparer?

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