Accountant, Accounting firm, Chartered accountant in Frederick, MD
A tax advisory-first firm working with high-income W-2 professionals and business owners on year-round planning rather than April-only filing. Three engagement types are offered: ongoing Tax Advisory with a dedicated advisor and plan adjustments as income changes, a one-time Tax Assessment that analyzes the current tax position and quantifies opportunities, and standalone Tax Preparation for individuals and businesses. Prospective clients start with a clarity call, and the firm screens for fit, favoring people ready to act before year-end. The firm reports identifying more than $12.9M in prospective tax-saving opportunities for clients in 2025 across 100+ clients served.
Founded by Kevin Andrade, CPA, who brings 10 years of experience in strategic tax planning for business owners. The team includes client success staff, tax associates, a bookkeeping associate, and a solutions specialist handling systems and processes.





