Business Details
Your Trusted Accounting Partner in Baltimore, MD
Jeffrey D. Baer CPA, PA provides personalized accounting and tax services to individuals and small businesses across the United States. With over three decades of experience, our firm combines deep industry expertise with a commitment to client-focused solutions. Our founder, Jeff Baer, holds a CPA license and PFS accreditation from the American Institute of CPAs, bringing specialized knowledge in financial planning and tax strategy.We serve diverse industries including wholesale distribution, real estate, and nonprofit organizations, offering services ranging from IRS audit representation to QuickBooks setup. Our team prioritizes attention to detail and timely service, ensuring clients receive customized financial guidance that supports long-term success.
Services
Tax Preparation
Estate Planning
Payroll Services
IRS Audit Representation
QuickBooks Setup
Business Succession Planning
Cash Flow Management
Financial Planning
Highlights and features
- We offer 30+ years of CPA experience in tax and financial planning
- Our team provides industry-specific expertise for wholesale, real estate, and nonprofit sectors
- We deliver customized QuickBooks setup and training solutions
- Our IRS audit representation ensures compliance and stress reduction
- We combine personalized service with proven financial strategy development
Associations and certifications
- American Institute of Certified Public Accountants
Services
Tax Preparation
Our tax preparation service ensures accurate and timely filing of individual and business tax returns. We specialize in minimizing liabilities through strategic deductions while maintaining full compliance with federal and state regulations. Clients benefit from our expertise in handling complex tax situations for diverse industries.
IRS Audit Representation
We provide comprehensive IRS audit representation to protect clients during tax examinations. Our approach combines proactive documentation preparation with experienced negotiation to resolve disputes efficiently. This service covers back taxes, liens, and wage garnishments while maintaining client confidentiality throughout the process.
QuickBooks Setup
Our QuickBooks setup service configures accounting systems tailored to business-specific needs. We ensure proper chart of accounts organization, inventory tracking implementation, and payroll integration. Clients receive training to maximize software efficiency while maintaining accurate financial records for reporting purposes.
Estate Planning
This service creates structured estate plans to manage asset distribution and minimize probate challenges. We coordinate wills, trusts, and power of attorney documents while addressing tax implications for multi-generational wealth transfer. Clients receive ongoing guidance to update plans according to changing circumstances.
Business Succession Planning
We develop succession plans to ensure business continuity during ownership transfers. Our approach addresses leadership development, valuation strategies, and tax-efficient transition structures. This service includes contingency planning for unexpected events while preserving organizational stability and stakeholder confidence.
People
Jeffrey D. Baer
CPA, PFS
Certified Public Accountant with 30+ years of experience serving small businesses and individuals. Specializes in tax strategy, financial planning, and QuickBooks implementation. Holds PFS accreditation from the American Institute of CPAs.
Questions
What accounting services do you offer for small businesses?
We provide comprehensive small business accounting including bookkeeping, payroll processing, cash flow management, and financial reporting tailored to your specific industry needs.
How can you help with IRS tax problems?
Our IRS problem resolution service handles audits, back taxes, liens, and wage garnishments through strategic negotiation while ensuring compliance with tax regulations.
Do you offer QuickBooks support for new businesses?
Yes, we provide QuickBooks setup, training, and optimization services to help new businesses implement accounting systems effectively from day one.
What tax planning strategies do you specialize in?
We focus on legal tax reduction strategies including entity selection, retirement planning, and timing of income/expenses to maximize after-tax returns.
How do you handle business succession planning?
We create customized succession plans addressing leadership transition, valuation strategies, and tax-efficient ownership transfers while ensuring operational continuity.
What industries do you typically work with?
We serve diverse industries including wholesale distribution, real estate, manufacturing, nonprofit organizations, and personal service businesses with specialized accounting solutions.
