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smartCEO readers pick the Region's Top Accountants
and they choose Paul Karstetter!

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"Tax preparer is excellent and very patient.  Thank you for all the years of excellent service." - R.R.

"Your firm's constant attention to detail provides alot of confidence.  Paul's ability to quickly react to new/updated information without any hesitation is also outstanding.  Thanks!" - M.B.

"The S & K client center is fantastic, and gets better every year.  It provides maximum efficiency especially for small businesses and is easy to use." - P.H.

Focused on Your Success – Income Tax Services for Individuals

Maximizing your income means minimizing your income tax liability.  Select us as your CPA / tax preparation firm and your tax return won’t be a source of stress in April.

Here is your road map to stress free tax return preparation:

  • Individual income tax preparation
  • Income tax planning and projections
  • Tax saving strategies throughout the year
  • Estate and trust income tax returns
  • Specializing in multi-state returns
    • Virginia
    • Maryland
    • District of Columbia (DC)
    • If a state has an income tax, we have experience with that state
  • Amended tax returns and net operating loss carry backs
  • Review of previous year tax returns
  • Free electronic filing
  • Representation before the IRS and state tax departments
  • Response to IRS and state letters of inquiry
  • On-line 24 / 7 access to your prior year tax returns in our client center
  • Small unincorporated businesses
  • Selection of the best business entity for you
  • Advice on the tax effects of real estate transactions
    • Rental properties
    • Short sales and foreclosures
  • Managing capital gains taxes on security sales
    • Stocks
    • Bonds
    • Mutual funds
  • Tax credits and shelters
  • Oil and gas partnerships
  • Individual Retirement Accounts (IRAs and Roth IRAs)
  • Health Savings Accounts (HSAs) and Health Reimbursement Arrangements (HRAs)
  • Education planning (Section 529 accounts)
  • Alternative Minimum Tax (AMT) consulting
    • Minimum tax credit planning
    • Employee stock options
      • Nonqualified stock options
      • Incentive stock options

Here is your road map to stress free tax return preparation:

  • Tax planning before year end (as often as necessary)
  • Initial tax return meeting (optional for returning clients)
  • Tax organizers available on request (optional)
  • Initial tax return preparation by our CPAs and accountants
  • Our questions and your answers
  • Preparation, discussion, and revision of draft tax returns (we value your input)
  • Completion of final tax returns and final meeting (optional)

You can control your tax liability with our help by:

  • Planning for your tax liability throughout the year
  • Matching tax savings strategies to your personal financial goals
  • Minimizing audit risk by understanding how the IRS reviews tax returns
  • Reviewing your tax return drafts for more input on your tax returns
  • Analyze the "what ifs" - making the maximum pension contributions versus no pension contributions