We engage clients as friends and we empower you to reach your financial goals.
At TRUFI, we help individuals, businesses and non-profits grow and flourish. We forge close connections that enable you to see us as your virtual CFO. As your partner, we treat your personal or business financial well-being as if it were our own. We are dedicated to putting our decades of accounting and financial services experience to work for you.
TRUFI Maryland is more than just a financial coach. We provide a full range of individual financial services with an eye toward consistent growth. We take the time to get to know you as an individual, and we take the time to get to know your business. As a team, we help you make informed financial decisions today and develop a financial plan for the future.
Services
Financial Strategies
What are your financial goals? Are you growing your business? Maybe you’re saving for your child’s college education or saving for your own retirement or something special? TRUFI can help you develop a financial road map to get you where you want to go.
Business Coaching
Are you thinking about starting a business in Maryland but you’re not sure where to begin? We offer personalized business development services tailored to your needs, whether that is helping you start your company or training your staff.
IRS Tax Resolutions
Have you received threatening letters from the IRS? Don’t try and handle it alone. We specialize in tax resolution services for individuals as well as businesses. We help you resolve issues with the IRS, including negotiating agreements on paying back taxes.
Business Tax Services
Business tax preparation and year-end reporting can cause real headaches for businesses. We stay up to date with the newest tax laws to help ensure you are in full compliance. And we can help if you’re audited, and get your bookkeeping and record keeping more organized.
What People Say
New Business Filing Deadlines
New Business Filing Dates:LLC, Partnerships and 1120S returns are due on March 15 (earlier)Corporations are due April 15 (Later) {Holiday adjustment to April 18th for 2017)Personal returns are unchanged.These changes…