In 1980, Valerie McLaughlin founded QualiTax, a woman-owned business that provided tax and accounting services to local businesses and individuals in the Annapolis, MD area. After nearly 38 years of service, a growing client base, changing technology, and an emerging population of millennial's, the strategic decision was made to rebrand the firm as Emerald Financial Partners in 2018. "This rebrand allows us to demonstrate our ongoing commitment to meet the changing needs of our clients. As Emerald Financial Partners, we will focus on providing a wider array of financial services with unlimited access and ongoing support to help our clients reach their goals," stated Valerie McLaughlin, CEO.
Christy Bennett, CPA says that, "As a millennial, I have a unique understanding of the changing perspectives of my peers. Most people now want an advisor they can access anytime to help them make better financial decisions. We want to help our individual clients evaluate every aspect of their lives with decisions like how to plan for taxes, save for retirement, create a budget, buy/lease a car, or buy a home."
Valerie continues, "Small to medium sized businesses have always been our sweet spot because, as a small business, we understand the pains of a start-up, the growth challenges, and the services you need to help you focus on your business. Our new platform will allow us to offer packages that are easy to budget and provide a wider array of services to meet our business clients needs."
The firm is now located in professional offices at Arnold Station, in Arnold, MD and serves clients in the local Annapolis area as well as many businesses across the country.