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

Emerald 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!

Serving the Annapolis Community for Over 40 Years

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!

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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.

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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

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."

Giving Back to Our Community

Emerald Financial Partners has a strong commitment to our community.  As active members of Thrive Business Communities, we participate in quarterly initiatives to give back to the communities in which we live and work!  Check out our recent activities!

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!

2021 Tax Preparation Annapolis, Maryland

Here’s What You Need for Your 2020 Taxes

By Emerald Financial | January 26, 2021

Filing your taxes on your own is not for the faint of heart. But that’s what we’re here for. Let *us* make it easy for you. Below is a list of what you will need during the tax preparation process. Not all of them will apply to you. Before you get overwhelmed: yes, this is […]

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Small Business Health Quiz

Small Business Health Quiz

By Emerald Financial | January 19, 2021

These are questions that might raise a few concerns, and that’s fine — it’s what we’re here for. Alongside establishing clear measurable for success (KPI’s), these are the sorts of things that effectively growing small businesses really need to get a handle on, regardless of their tax situation. I like to share these questions regularly […]

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Tax Season 2021 Goals

Managing Expectations during Tax Season

By Emerald Financial | January 11, 2021

Yes, it’s hard to believe that those year end tax statements will be coming in the mail soon. Luckily, 2020 is behind us and we are looking forward to a much brighter 2021! Stimulus Check If you received a “Stimulus Check” this year during the summer, we will need the details to report this information […]

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Tax free profit on renting your home

Rent your House (that you live in) for TAX FREE PROFIT

By Emerald Financial | January 11, 2021

Do you like golf? Well you’re about to. Why? Because it can save you quite a few shekels on taxes… Have you ever heard of Augusta? Yep. The most prestigious golf tournament of the year. Well they created a strange rule back in the day. If you qualify and follow some very specific steps, you […]

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Annapolis MD CPA helps with your taxes

Don’t File Your Tax Return on April 15th

By Emerald Financial | January 6, 2021

April 15th. The most notorious tax deadline, right? Well… There’s more to the story. And while yes, you should extend if you’re not going to file. If you’re working with a tax preparer… You may want to hold off on filing your tax return on April 15th, if you haven’t checked with someone who specializes […]

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New PPP Loans

PPP Round 2 is Here!

By Emerald Financial | December 28, 2020

It’s going to take us many weeks to digest everything in the Coronavirus Relief & Omnibus Agreement that the President signed Sunday night. PPP Round 2 is upon us! That’s right. PPP Loans for 1st time borrowers: -Generally 500 or fewer employees -Sole proprietors, independent contractors, and eligible self-employed individuals. -Any business that averages less […]

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