Tax Services in Easton, MD

We did the hard work of finding trustworthy partners in Easton, MD. Fill out the form to get connected.

Get Local Tax Filing Help


MSN Money
Business Insider
Yahoo Finance
Market Watch

List of Firms

Top Easton, MD Tax Preparers

Weaver Mavity Short Associates LLC
5 out of 5
Location 117 Bay St, Easton, MD 21601, USA
Phone (410) 820-8400
Liberty Tax
3 out of 5
Location 423 E Dover St, Easton, MD 21601, USA
Phone (443) 400-7895
Professional Accounting & Bus
Location 29509 Canvasback Dr SUITE 201, Easton, MD 21601, USA
Phone (410) 822-6004
Tax Accountant in Easton, MD

Where Tax Accountants in Easton, MD Serve

Easton, MD is a charming town located on Maryland's Eastern Shore, bursting with landmarks and attractions that will leave you in awe. The town is home to the renowned Academy Art Museum, which showcases a vast collection of American art. Easton is also home to the historic Avalon Theatre, which has been entertaining audiences since 1921. The town's top employers include the University of Maryland Shore Medical Center, Easton Utilities, and the Talbot County Public Schools. These institutions provide ample job opportunities for the town's residents. Easton is conveniently located near several major highways, including Route 50 and Route 322, making it easy to get around town and explore the surrounding areas. The town's streets are lined with historic buildings and charming shops, creating a unique and inviting atmosphere. The neighborhoods in Easton offer a diverse range of housing options, from historic homes to modern apartments.

Financial Services Related to Tax Planning in Easton, MD

Banks and Credit Unions

Residents of Easton, MD would greatly benefit from the services provided by a bank. One of the most common ways that a bank can help the community is by providing access to loans and mortgages, which can be used to purchase homes or start businesses. This is especially important in Easton, MD, which has a growing population and a thriving economy. Additionally, banks can help residents manage their finances by providing checking and savings accounts, credit cards, and other financial products. This can be especially helpful for those who are new to the area and may not be familiar with the local banking options. Finally, banks can also provide financial education and resources to help residents make informed decisions about their money. This can include workshops on budgeting, saving, and investing, as well as access to online resources and financial planning tools.

Insurance Broker

Residents of Easton, MD can benefit from an insurance broker in a variety of ways. Firstly, an insurance broker can assist in finding the most suitable insurance policies for the unique needs of Easton residents, taking into account the specific risks and challenges of living in a coastal town. With the potential for hurricanes and flooding, it is essential that residents have adequate coverage for their homes, businesses, and personal property. Additionally, an insurance broker can provide guidance on navigating the complex insurance industry, helping residents to understand their policies and ensure they are getting the best value for their money. Overall, an insurance broker can provide valuable peace of mind for residents of Easton, MD, knowing that they are protected in the face of unforeseen events.

Retirement Planning

Residents of Easton, MD could benefit from the expertise of a retirement planner in a variety of ways. With its rich history and vibrant arts scene, Easton is a popular destination for retirees looking for a slower pace of life. A retirement planner could help these individuals navigate the complex world of retirement savings and investment options, ensuring that they have enough money to enjoy all that Easton has to offer. They could also assist with estate planning and long-term care options, which can be particularly important for retirees who may need additional support as they age. Additionally, a retirement planner could help Easton residents take advantage of local tax incentives and other resources that are available to seniors in the area. Overall, the guidance of a retirement planner could be invaluable for those looking to make the most of their retirement years in Easton, MD.

Wealth Management

Residents of Easton, MD can benefit from the expertise of a wealth manager in many ways. For instance, a wealth manager can help them create a personalized financial plan that aligns with their short-term and long-term goals. This is particularly important for Easton residents, given that the town has a diverse demographic with varying financial needs. A wealth manager can also help residents navigate the complex tax laws and regulations that apply to them, ensuring that they maximize their tax savings. Moreover, Easton residents can benefit from a wealth manager's investment advice, which can help them grow their wealth and achieve their financial objectives. With a wealth manager's help, Easton residents can enjoy peace of mind knowing that their financial future is secure.

Financial Advisor

Residents of Easton, MD can benefit from the services of a financial advisor in several ways. For instance, a financial advisor can help residents create a comprehensive financial plan that aligns with their long-term goals, such as retirement, education, or purchasing a home. Additionally, a financial advisor can help residents navigate the complexities of investment planning, including selecting the right investment vehicles and diversifying their portfolio. Given Easton, MD's proximity to the Chesapeake Bay, a financial advisor can also help residents take advantage of tax-advantaged investment options, such as conservation easements, which provide a financial incentive for landowners to preserve the natural beauty of the region. In short, a financial advisor can help residents of Easton, MD achieve financial security and peace of mind by providing tailored advice and guidance that meets their unique needs and circumstances.

Mortgage Loan Officer

Residents of Easton, MD can benefit from the expertise of a mortgage loan officer in several ways. For instance, a loan officer can assist in securing a mortgage to purchase a home in Easton, which is known for its charming historic district lined with brick sidewalks and 18th-century homes. The loan officer can also help residents refinance their existing mortgage to take advantage of lower interest rates, which can be particularly advantageous in a town where the median home value is higher than the national average. Additionally, a mortgage loan officer can provide guidance on the various loan options available, such as FHA loans, VA loans, and conventional loans, to ensure that residents are able to find the best mortgage product to suit their unique needs and financial situation. Overall, the expertise of a mortgage loan officer can be invaluable to residents of Easton, MD looking to purchase or refinance a home in this charming and historic town.

Estate Planning Lawyer

Residents of Easton, MD can benefit greatly from the services of an estate planning lawyer. One of the most common ways that an estate planning lawyer can help is by assisting individuals with the creation of a will or trust. This is particularly important in Easton, MD, where many residents own properties with historical significance. An estate planning lawyer can help ensure that these properties are properly transferred to the next generation or to a charitable organization. Additionally, an estate planning lawyer can help clients navigate the complexities of Maryland state law, which can be particularly challenging when it comes to estate taxes. By working with an estate planning lawyer, residents of Easton, MD can ensure that their assets are protected and that their wishes are carried out after they pass away.


Income Tax Preparation FAQs