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Getz Tax Services, LLC mission is to provide the highest quality and the most personal tax and financial consulting services to individuals and small businesses in the Greater Harford County - Baltimore County region.

To achieve this, the firm puts the highest priority on the development of a friendly, talented and expert staff, within a positive and supportive environment.

Getz Tax Services, LLC has been serving the Harford and surrounding county communities for over 45 years, as well as providing service to several clients around the nation who have moved from the area. While specializing in individual taxation and tax planning Getz Tax Services prides itself for being able to provide its clients several other interrelated services, either separately or as a package. Below is a list of some of these services we provide. Let our solid team of associates help you with your tax and financial planning needs.


LIST OF SERVICES
(Including examples)

  • Income Tax Planning & Return Preparation:

    • Reducing tax liability

    • Choosing business form

    • Reducing taxes on asset dispositions

    • Maximizing exclusions and credits

    • Reducing taxes related to divorce

     

  • Various Tax and Accounting Services:

    • Developing & prioritizing goals

    • Developing budgets

    • Preparation of statements of financial worth and cash flow

    • Determining asset allocation

    • Developing college savings plan

     

  • Estate Planning:

    • Opening and administering the estate

    • Review of wills

    • Post-mortem planning

    • Preparation of estate tax returns

    • Maximizing use of the marital deduction

     

  • Retirement Planning:

    • Determining retirement needs

    • Distribution planning retirement plans

    • Choosing retirement vehicles

     

  • General Small Business Services:

    • Installing, training & maintaining of accounting related computer software

    • Financial statement preparation

    • Monthly or quarterly bookkeeping services

     

  • Gifting Planning:

    • Developing a gifting program

    • Maximizing utilization of lifetime credit

    • Determining appropriate assets to gift

    • Preparation of gift tax returns

     

  • Trust Planning:

    • Choosing proper trust for children and spouses

    • Preparation of accounting and returns

     

  • Elder Care Planning:

    • Organizing and maintaining financial affairs

    • Analyzing Long Term Care policies

    • Evaluating medical care cost proposals

     

 

PLEASE NOTE: This list is not all-inclusive. Please call if you have questions about other services that are not listed here.

Additionally, some services may be performed in conjunction with our associate firm, KAWG&F, P.A.

FEES:

In general, fees for services will be charged on an hourly basis, except for preparation of regulatory forms, such as tax returns.

 

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