Emerald Financial Partners is Your Business & CPA Tax Accountant...Since 1980!

Serving the Annapolis Community for Over 40 Years, Emerald Financial Partners is Your Business & CPA Tax AccountantEmerald Financial Partners believes you should have a trusted partner, on call, to support you through the financial decisions that impact your life, your family, and your business. We provide a holistic approach to your tax, accounting, and financial needs.  We have been serving as a business CPA and tax accountant to companies and individuals since 1980.  We specialize in assisting entrepreneurs, business owners, self-employed, government contractors, and real estate investors with reducing their tax liability, maximizing their business income, and keeping track of all the details!

Need Help with Tax Planning and Building Wealth?

Start Planning Early in the Year When You Have More Options.

Our accountants help you understand how you can best build your personal wealth each year and over the long haul. A proactive financial advisor can make a huge difference. We take the time to understand your goals and make clear recommendations on how you can keep more of the money you earn and put it to work for your future. 

Contact us today to start preparing for your future.

Maximize Your Employer Retention Credit

Looking to Apply for PPP Loan Forgiveness and Receive the Employer Retention Credit?

How you apply for PPP forgiveness directly affects how much your Employer Retention Credit is. Making sure that you file each form properly to maximize your credit can save you tens of thousands of dollars. Don’t file for forgiveness until you’ve looked at all the angles!

Contact us today for assistance with your application.

Bookkeeping Support and a Virtual CFO for the Same Cost!

Think About What You Need to Pay a Full-Time Bookkeeper...

Chances are, for a similar monthly cost, Emerald Financial can perform your bookkeeping AND give you the insight and guidance of our senior accounting team. We get to know your business, keep your books in order, and can offer tax planning and strategies to help you reduce expenses and fuel growth throughout the year.

Contact us or click for details - this can be a smooth, cost-effective way to advance your business.

Emerald Financial Partners – Annapolis, Maryland’s Leading Tax, Accounting & Financial Specialists

Emerald Financial Partners offers consultations so that we can understand your needs and help create a path for financial success. Our team goes above and beyond to understand your unique needs and develop strategies that will help you reach your goals.   Our personal and business services are structured to provide you unlimited access and on-call support to help you make better financial decisions, every day.  Contact us to schedule a conversation!

Business Services

Business owners want to save time and money.  Emerald Financial Partners provides accounting, compliance, and tax services for your business, leaving you time to focus ON your business.  More importantly, we take a ProActive approach to your business with strategies that are designed to anticipate possible challenges and plan accordingly.

We provide an array of business services to meet the demands of small, medium, and large-sized businesses.  We specialize in assisting entrepreneurs, business owners, and real estate investors with reducing their tax liability, maximizing their business income, and keeping track of all the details!

Learn More About Our Business Services

Personal Services

Emerald Financial Partners provides a holistic approach to your tax, accounting, and financial needs to enhance your lifestyle and help you better plan for the future.  Our team provides you access to the professionals you need, for many of life's important decisions.  We provide an array of services to meet the tax, accounting, and economic goals of individuals and their families to help them make better financial decisions every day of the year, not just at tax time.

Learn More About Our Personal Financial Services

Is Your Accountant ProActive or ReActive?

If you are an entrepreneur, business owner, or real estate investor, you need an accountant to serve as your strategic partner, not just your bean counter!  As a proactive accountant, we work side by side with the owner, collaboratively, to help grow your business.  A proactive accountant is an adviser that is looking for opportunities to position the company for profitability, tax savings, expense reduction, and more.

A proactive accountant addresses the client’s needs before they become urgent issues.  As a business owner, the difference between a proactive or reactive accountant could mean the difference between success and failure.  Are you working with a proactive accountant?  If you’re not sure, contact Emerald Financial Partners, and we’ll get you and your business on the right path.   Learn More About Proactive CPAs

Candace N.

"We recommend Emerald Financial Partners VERY HIGHLY!  Not only have they helped us with taxes for years, but also guided us through some huge questions and long range planning."

Paul A.

"Emerald Financial Partners cleaned up our Quickbooks file and amended our business and personal income tax returns.  We saved $32,830 in taxes."

Cheryl G.

"Your entire team has given nothing less than exceptional service to me and my company over the past several years. I finally feel like I've found a tax accountant that's proactive on by behalf."

Marcus J.

"Hands down the best experience I have ever had with a tax accountant. Professional and responsive. I highly recommend."

Michael D.

"I rest easy knowing that Emerald "has my back" when filing my Federal taxes and that I am able to have an annual review to make sure that we are on track with our family estate plans."

Volunteers of America®

For this Holiday season, Emerald Financial Partners is sponsoring Volunteers of America Chesapeake & Carolina’s by Adopting a Family for the holiday. The Adopt a Family program gives hope to many local children and families in need across the District of Columbia, Maryland, and Virginia. We will be purchasing holiday gifts for each child in the family, as well as a special holiday meal for the family to enjoy. Volunteers of America Chesapeake & Carolina’s inspires self-sufficiency, dignity, and hope by providing critical health and human services to thousands of vulnerable individuals and families across Maryland, Virginia, the District of Columbia, and the Carolina’s. They help thousands of people each year through their programs. The programs are designed to help Neighbors who experience homelessness or are at risk to be homeless, Individuals with mental illness, individuals with intellectual disabilities, those in need of supportive services, those recovering from substance abuse addictions, those in community corrections, as well as veteran services.

News & Resources to Help You Grow Your Business

At Emerald Financial Partners, we provide valuable insight and content designed to help you grow your business smarter!  We offer consultations so that we can understand your needs and help create a path for financial success. Contact us today!

stimulus check scammers

Be Mindful of Scammers…

By Valerie McLaughlin | April 28, 2020

Anytime (like now) that there is a rollout of government assistance, you can count on two things: 1)   Bumps in the road (it’s difficult managing help for millions of people) 2)   SCAMS None of my clients have been victims of this, but I wanted to alert you to this dynamic. How to make sure your check is […]

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loan forgiveness payment protection program

Understanding the Paycheck Protection Provision Loan Program

By Valerie McLaughlin | April 2, 2020

Yes, the CARES Act for the Paycheck Protection Provision loan program (PPP) was passed last Friday. It’s 800 pages and the banks are still feeling their way around to determine how to process these new loans. The complete guidelines have not been developed yet. We recommend starting your application with the bank you already have […]

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tax deadline moved to 7/15/20

Tax Filing Deadline Delayed

By Valerie McLaughlin | March 18, 2020

UPDATE 3/20/20:  Treasury Secretary Mnuchin announced today that the IRS WILL EXTEND the tax filing deadline for 2019 tax returns.  Since most tax returns are filed online, he said that the deadline will be moved to July 15, 2020. While many consumers are struggling to deal with the repercussions of COVID-19, this announcement provides clarity […]

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Financial Matters of the Heart

By Valerie McLaughlin | March 5, 2020

Tax time can remind us of our choices over the course of the entire previous year. We see how easy it is to pull the trigger on more expensive choices because we convince ourselves that “we deserve it.” Rather than wanting this nice thing (whether it’s as simple and perhaps-trivial as a clothing item or […]

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Serving the Annapolis Community for Over 40 Years, Emerald Financial Partners is Your Business & CPA Tax Accountant

Celebrating 40 Years of Service

By Valerie McLaughlin | February 20, 2020

In 1980, there were still a lot of stereotypes and limitations surrounding women professionals.  The glass ceiling had yet to be touched, much less broken, and many young women struggled to find their way in a workforce that was dominated by men.  This was even the case almost 20 years later, when in 1999, the […]

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2020 tax returns

3 Tips for 2020 Tax Returns

By Valerie McLaughlin | February 4, 2020

Yes, 2020 is in full swing and tax season is upon us.  There are some additional revisions to 2020 tax returns that are worth talking about.  Here are 3 tips to ensure you’re on the right track! TIP #1:  The IRS is asking for more information than ever on your tax returns.  There is a […]

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