Estabrook & Co
Latest  News

 Thank You for a great 2018 Tax Season!

As a reminder, if you needed to extend your Tax Returns all Corporate Returns are due by September 15, 2019 and all Personal Returns are due by October 15, 2019.  

NEW Timonium Office:
10 Gerard Avenue
Suite 305
Timonium, MD 21093  

Bel Air Office:
725 N Hickory Ave
Bel Air, MD 21014

Baltimore Office:
4904 Harford Road
Baltimore, MD 21214  

LIVING PLAN 365- This is a Game Changer! See what this planning software can do to help secure you and your family's financial security! Call Now for a free install and training. Call 410-444-0002 to get a planning appointment or to get Living Plan 365 up and going for you!   

Each year our business grows because valued clients like you refer friends and family to us.

Useful  Information

 Tax Payment and Due  Dates

  • September 16, 2019- All Business returns due
  • Sept 16, 2019- 3rd QTR estimate due
  • October 15, 2019- All Personal returns due
  • January 15, 2020- 4th QTR estimate due

IRS Forms


An Overview of Our Tax Service

Convenience - I am willing to travel to your location in the Baltimore metro area without charge. In addition, I am available to consult with you through email, phone, or in-office appointments.

Maximum Refund - I will work with you to obtain the maximum amount of deductions so you pay as little tax as legally allowed.

Experience - As a certified public accountant, I have prepared Federal and or State returns in every state with a tax system. I also have incorporated clients in 15 different states. I have a Masters in Tax and have successfully represented my clients in regards to IRS and State Tax Authorities for over 25 years.

Most Common Items Needed for Tax Preparation
(Please note: This is only a guide of the most common items needed for Tax Preparation, as there may be additional information required based on your individual circumstances.)
  • Individual Tax Return:
    • W2’s, 1099 misc, 1099R and any other income
    • Mortgage interest and Real Estate Taxes 1098 statement
    • Charitable contributions
    • Un-reimbursed Job expenses
    • IRA contributions
    • Qualified education expenses 1099T statement
    • Dependent child care expenses
    • Dependents and their social security numbers
    • End of year investment statements showing distributions and/or dividends and interest
    • Medical expenses including health insurance
    • Estimated tax payments made for the year
    • Bank Account Information for Payment
  • Corporate Tax Return:
    • Profit & Loss Statement - your sales and expenses for the year
    • Balance Sheet
    • Year-end report from your payroll company
    • Bank Account Information for Payment
My Tax Preparation Philosophy:
  • I will spend time with you to ensure that I understand your unique situation.
  • I'll do everything I can to save you money on your taxes.
  • I'll look for ways to save you money in the future on your Federal and State taxes.
  • I'll offer suggestions to improve your financial future.

To arrange a complimentary tax consultation, please call our office at (410) 444-0002.