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Chrest CPA Tax & Financial PC
BRIAN CHREST, CPA
410-825-5120
brian@CPAinTheBox.com
Our Mission:

Empower Clients and Community Toward Financial Peace



Welcome! Chrest CPA is positioned and ready to take a leadership role in your family's financial life.  Please call 410.825.5120 for your complimentary financial review.

CPA-In-The-BOX is designed to leave the basics behind and "kick it up a notch!".Your entire financial life in one place, or box, as we like to say. Chrest CPA thinks outside the box with this new service CPAInTheBOX.

This is where we can explore advanced tax planning and investment strategies and topics. (We are Here!!!!!!- Look forward to an interactive service full of planning opportunities.)

Chrest CPA Tax & Financial PC
Brian F. Chrest CPA
1511 York Road Lutherville, MD 21093
410.825.5120 Fax 410.321.7483
Brian@CPAintheBOX.com
WHAT'S IN YOUR BOX?

ADAM SMITH, Scottish Philosopher of the 18th Century was quoted as saying: "The directors of companies, being managers of other people's money than their own, do not watch over it with the same anxious vigilance."

In these hard economical times, it is even more important than ever to choose the accountant that is working for your best interest and one whom you Trust as you would a Family Member!

POWER OF 3:

KNOW MY CLIENT - SUITABILITY
KNOW THE TAX CODE - KNOWLEDGE OF LAW
KNOW INVESTMENT STRATEGY CHOICES - HANDS ON THE HEART OF CURRENT EVENTS

My Monthly View
My Quarterly View
My Annual View
About Chrest CPA

Tax-Purposed Financial and Tax Services is our term for a level of Financial service appropriate for all individuals, corporations, sole-proprietors and single and multi person LLC's. It can include entering and reviewing your income and expense transactions, bank statement reconciliation, and preparation of a month or quarterly and year-to-date management-only use profit and loss statement along with a review of your financial picture.  From Investment allocations to Insurance reviews. we can perform a complete Financial analysis. 

If you have ever gotten a "surprise" in March when you get your tax return done, leaving you with just a few weeks to come up with a large tax balance due, you know what a benefit it can be to stay on top of your books and taxes throughout the year. 

Tax-Purposed Financial Planning allows us to review your scheduled estimated tax payments for necessary adjustments. We also use this information to advise you on an expected tax benefit of purchasing equipment, and whether timing of the purchase is critical to its maximum tax advantage. 

This is done at a cost which is typically much less than the services of other Certifed Public Accountants, which would include more detailed reports, balance sheets, and other accounting services. 

Using our tax-purposed Accounting service may also save on tax preparation fees. If we need to complete a year's worth of bookkeeping in order to get your information ready for accurate tax return fling, bookkeeping charges can be higher during the individual tax fling season. 

Newsletters
  • Earnings Call: A Closer Look at Financial Reports
    The second quarter of 2016 marked the fifth quarter in a row of declining U.S. corporate earnings. Low oil prices and a strong dollar were largely to blame for
  • Ten Year-End Tax Tips for 2016
    Here are 10 things to consider as you weigh potential tax moves between now and the end of the year.
  • Top Financial Concerns of Baby Boomers, Generation Xers, and Millennials
    Many differences exist among baby boomers, Generation Xers, and millennials. But one thing that brings all three generations together is a concern
  • What are my health-care options if I retire early?
    If you're eligible for an early-retirement package from your employer, determine whether post-retirement medical coverage is included. These packages sometimes provide
  • Should I accept my employer's early-retirement offer?
    The right answer for you will depend on your situation. First of all, don't underestimate the psychological impact of early retirement. The
    
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Investment Advisor Representative of and Securities offered through Founders Financial Securities, LLC  Member FINRA, SIPC and Registered Investment Advisor.


To ensure compliance with requirements imposed by the IRS, Chrest CPA Tax & Financial PC informs you that, if any advice concerning one or more U.S. Federal tax issues is contained in this communication (including any attachments), such advice is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code, or (ii) promoting, marketing or recommending to another party any transaction or matter addressed herein.

This communication is strictly intended for individuals residing in the state(s) of MD. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.