Tax & Accounting Services

Let's face it...taxes can be...well, taxing! But they don't have to be a burden. 360 Financial Group can help devise a tax strategy that makes the most sense for you, your family and your business.

Tax & Accounting Services for Businesses

Tax & Accounting Services for Small Businesses

You know your business…360 Financial Group knows business finances.

From quarterly and annual tax projections to tax deductions and credits, your 360 Financial Advisor will offer you sound advice and strategies to ensure that your profits are maximized and your taxes are minimized.

We work with businesses that are just starting out, to those that have been in business for years, to navigate the regulations and requirements that are integral to each business. And we want to share our experience with you.

We are successful when you are successful. We want you to be able to take advantage of opportunities that align with your business objectives. 360 Financial Group will partner with you and give you advice for the long term.

Ready to take your business to the next level?

We make sense of the numbers to help you make informed decisions. We’ll provide you with the reporting that you need for tax purposes, as well as for your banker, clients, suppliers, board, and other stakeholders. We take a holistic approach to your finances and look at the complete picture—not just your balance sheet and income statement—but how they fit in to your business and your goals.

Our industry specialists will analyze trends; prepare cost allocations, and industry comparisons, to allow you to take your business to the next level.

To schedule an appointment with Carl Strozyk, please call us today at 410.893.2100 or submit the brief form below and we'll contact you directly.

Tax  & Accounting Strategy

Tax & Accounting Services for Individuals

Your tax strategy means way more than meeting an April 15 deadline. Instead, it is a comprehensive plan that encompasses your different sources of income, investments, employee benefits, large purchases, and a host of other decisions.

The sooner you speak with your advisor at 360 Financial, the sooner we can help you implement strategies to manage your tax responsibility and help you reinvest in you.

Sure, a software tool may help you complete your tax form, but if you want the confidence a sound strategy can provide, talk to the experts at 360 Financial. An excellent tax strategy means money in the bank for you. We can help you develop it.

We’ll help you prepare your returns and solve tax problems before they arise, but if necessary our tax experts will be there to handle any problems. We specialize in:

  • Tax planning
  • Tax return preparation
  • Problem solving
  • Tax notices/Draft letters
  • Tax abatement

By working with us and using our 360° approach, taxes are all part of the plan.

Call 360 Financial Group at 410.893.2100 today. You owe it to yourself and your family.

Carl Strozyk

"Thank you for your interest in 360 Financial Group. I look forward to learning more about your business goals."

-Carl Strozyk, President

 

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News You Can Use

News You Can Use

i95 Business Highlights Carl Strozyk and 360 Financial Group as Harford County Business Leader

i95 Business Highlights Carl Strozyk and 360 Financial Group as Harford County Business Leader

8/9/2017 12:00:00 AM EDT
2 months ago

As part of its August issue, i95 Business shined a spotlight on Harford County business leaders, and Carl Strozyk of 360 Financial Group is honored to be chosen.

Click here to see the full article on page 49: http://i95business.com/2017/08/partners-financial-journey/

Can I roll my traditional 401(k) account balance over to a Roth IRA?

Can I roll my traditional 401(k) account balance over to a Roth IRA?

7/20/2017 12:00:00 AM EDT
3 months ago

Yes, you can make a direct or 60-day rollover from a 401(k) plan [or other qualified plan, 403(b) plan, or governmental 457(b) plan] to a Roth IRA, as long as you meet certain requirements.*

First, you must be entitled to a distribution from your plan. While you can always access your account when you terminate employment, in some cases you may be able to withdraw your own ...

What is a rollover IRA, and do I need one?

What is a rollover IRA, and do I need one?

7/17/2017 12:00:00 AM EDT
3 months ago

Generally, the term "rollover IRA" refers to an IRA that you establish to receive funds from an employer retirement plan like a 401(k). A rollover IRA is also sometimes referred to as a "conduit IRA."

When you roll funds over from an employer plan to an IRA, your financial institution may suggest that you use a rollover IRA to receive the funds. Of course, you can transfer those dollars ...