Tax + Financial Services
Each client should not only be pleased with the services provided, but have a stress free and personal experience.
Providing tax, accounting, and advisory services to both business & individual clients throughout the United States.
Whatever your tax or accounting need is, Bluemount Financial will utilize our vast experience to provide professional service to assist in a timely and accurate manner.
Contact Us
1810 Bel Air Road, Suite 202 Fallston, MD 21047
(443) 537-1031
Areas of Practice
Income Tax Preparation
From individuals to corporate tax and everything in between, we have you covered. With the complex tax laws, you can trust our experts to keep you in compliance with federal and state tax returns.
General Accounting / Bookkeeping
From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Our accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning, investments, and employee benefit and profit-sharing plans.
Estate & Trust Planning
Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Our role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries.
“When incorporating a business, the paperwork can be overwhelming. Joe walked me through step by step, laying out all my options.”
– Ian Johnston, Co-founder of Live to Relive
How can we be of Service?
Big or small, we’ve got a solution for you. Feel free to contact us with any of your financial needs.