Business Details
30 Years
experience
Your Trusted Partner for Accounting Services in Baltimore
Estabrook has been a trusted name in accounting, tax, and wealth management since 1996. Founded on principles of integrity and client-centric service, we specialize in delivering personalized financial solutions for individuals and businesses. Our team of certified professionals combines decades of experience with advanced education to address complex tax situations and retirement planning needs. We prioritize transparency, actively listening to clients to create tailored strategies that align with their unique goals. Our holistic approach integrates tax planning, investment management, and financial advisory services to provide comprehensive support. With offices in Baltimore, Timonium, and Bel Air, we serve clients across Maryland and beyond through in-person consultations and virtual meetings.Our commitment to excellence is reflected in our FINRA/SIPC-registered investment advisory services and ongoing professional development. We measure success by the long-term trust of our clients, demonstrated through decades of repeat business and referrals. Our team includes Certified Public Accountants, Enrolled Agents, and licensed financial advisors dedicated to minimizing tax liabilities and maximizing wealth growth. By staying current with regulatory changes and market trends, we ensure our clients receive forward-thinking advice that stands the test of time.
Services
Tax Services
Wealth Management
Accounting
Financial Planning
IRS Representation
Bookkeeping
Retirement Planning
Estate Planning
College Savings Plans
Business Tax Filing
Details
- Year established: 1996
Highlights and features
- Certified Public Accountants with advanced tax degrees
- 25+ years of experience in tax and financial planning
- Holistic approach integrating accounting and investment management
- FINRA-registered investment advisory services
- Client-focused service with personalized financial strategies
Associations and certifications
- FINRA
- SIPC
- CPA
What people say
Expert tax advice
Personalized financial plans
Professional team
Comprehensive wealth management
Excellent IRS support
Services
Tax Services
Our tax services include preparation and planning for individuals and businesses, focusing on maximizing deductions while ensuring compliance. We handle federal and state returns, IRS representation, and multi-state tax filings. With CPAs and Enrolled Agents on staff, we specialize in complex tax situations and offer year-round tax planning strategies.
Wealth Management
We provide comprehensive wealth management solutions including retirement planning, portfolio management, and financial goal setting. Our FINRA-registered advisors create customized investment strategies aligned with risk tolerance and long-term objectives. Services include 401(k) planning, estate preservation, and intergenerational wealth transfer strategies.
Accounting
Our accounting services cover monthly/quarterly financial statements, payroll processing, and system setup for new businesses. We offer ADP integration, budgeting support, and financial analysis to help businesses maintain accurate records. The department is led by certified accounting professionals with decades of industry experience.
Financial Planning
We develop comprehensive financial plans covering retirement, college savings, and estate planning. Our approach includes risk analysis, insurance reviews, and debt management strategies. Certified advisors conduct detailed assessments to create roadmaps for achieving short- and long-term financial goals through regular portfolio reviews and adjustments.
IRS Representation
Our team represents clients in IRS and state tax matters, including audits, collections, and penalty abatements. With experienced tax professionals and CPAs, we negotiate settlements and develop resolution strategies. We also provide proactive advice to prevent future tax compliance issues for individuals and business owners.
People
Jay Estabrook
President
Certified Public Accountant with 25+ years experience, holding advanced degrees in accounting and tax. Former CFO of a telecommunications company, now leading investment advisory services. Specializes in integrating tax planning with wealth management strategies.
Nathan Estabrook
Vice President
Series 7 licensed professional with 15+ years in tax preparation and financial planning. Focuses on business tax solutions and investment portfolio management. Graduated from Villa Julie College with accounting specialization.
Beth Estabrook
Financial Advisor
Licensed Series 7 and Series 66 advisor with expertise in retirement planning and investment research. Holds finance degree from Towson University. Specializes in holistic financial planning for families and business owners.
Allan Randall
Tax Accountant
Enrolled Agent with Series 7 license, specializing in tax and retirement planning. Business Administration degree from Towson University. Combines tax expertise with investment advisory services for comprehensive client solutions.
Steven Estabrook
Bookkeeping Manager
Accounting degree holder from Towson University managing bookkeeping operations. Handles corporate tax returns and financial compliance issues. Focuses on systematizing accounting processes for small business clients.
Questions
What accounting services do you offer for small businesses?
We provide full-cycle accounting including financial statements, payroll integration, budgeting, and tax compliance for small businesses.
Do you offer tax planning services or just preparation?
We offer both tax preparation and year-round tax planning strategies to minimize liabilities and optimize financial positions.
Are your financial advisors certified professionals?
Yes, our team includes Certified Public Accountants, Enrolled Agents, and FINRA-licensed investment advisors with advanced degrees.
How do you handle multi-state tax filings?
We prepare tax returns for all states with tax systems and have experience incorporating businesses in 15+ states.
What's included in your wealth management plans?
Our plans include retirement strategies, investment analysis, estate planning, insurance reviews, and college savings options.
Can I schedule virtual consultations?
Yes, we offer virtual meetings via video conference for client convenience across all our service areas.
