Tax, Accounting, and Advisory for Individuals and Owner-Led Businesses.
Fintaxe Financial Services is a CPA-led firm based in Westminster, Maryland. The firm prepares individual and business tax returns, maintains books and financial reporting, and provides tax planning and advisory services to clients across the state.
What Fintaxe Does.
Engagements are scoped to the work that is needed, whether that is a single filing, ongoing bookkeeping and reporting, forward planning, or a combination of these.
Individual Tax Preparation
Federal and state income tax returns for individuals and families, including self-employment income, rental property, investment income, and multi-state filings.
→ TaxBusiness Tax & Compliance
Income tax returns for corporations, S corporations, and partnerships, together with estimated payments, elections, and related filing requirements.
→ PlanTax Planning & Advisory
Projections and planning around timing, estimated payments, entity structure, deductions, credits, and the tax consequences of significant transactions.
→ AccountBookkeeping & Accounting
Monthly bookkeeping, account reconciliations, and financial statements prepared in QuickBooks Online for tax reporting and management use.
→ AdviseBusiness Advisory & Fractional CFO
Budgeting, cash-flow forecasting, management reporting, and ongoing financial oversight for businesses that need senior finance support without a full-time hire.
→ ITINITIN Applications & Renewals
Form W-7 preparation and in-person document certification as an IRS Certifying Acceptance Agent, for new applications and renewals, including spouses and dependents.
→How an Engagement Works.
Tax, accounting, and advisory work are handled by the same firm, so each part of the engagement is informed by the others.
About the FirmInitial Consultation
The engagement begins with the service you need, any relevant deadline, and enough background to determine whether Fintaxe is the right fit.
Engagement Letter
Before work begins, you receive an engagement letter that sets out the scope of the work, the information required from you, the timing, and the fee.
Completion and Review
Completed work is delivered with an explanation of the results and any planning, compliance, or reporting matters that warrant attention.
Who Fintaxe Works With.
Fintaxe serves owner-led businesses in healthcare, education, and financial services, along with individual and family tax clients throughout Maryland.
Get in Touch.
Tell Fintaxe what you need and when you need it, and we will follow up to discuss scope and next steps.
Daniel Gyimah
Daniel founded Fintaxe to provide tax and accounting services that stay connected to the financial decisions his clients are making.
He is a Certified Public Accountant with experience in tax preparation, bookkeeping, and financial reporting, and has served as a fractional CFO to owner-led businesses. The firm operates virtually from Westminster, Maryland.