Client Center Login

Login to the secure Client
Management Center

See what we can offer you!
View Our brochure

smartCEO readers pick the Region's Top Accountants
and they choose Paul Karstetter!


"Tax preparer is excellent and very patient.  Thank you for all the years of excellent service." - R.R.

"Your firm's constant attention to detail provides alot of confidence.  Paul's ability to quickly react to new/updated information without any hesitation is also outstanding.  Thanks!" - M.B.

"The S & K client center is fantastic, and gets better every year.  It provides maximum efficiency especially for small businesses and is easy to use." - P.H.

Focused on Your Success – Income Tax Services for Individuals

Maximizing your income means minimizing your income tax liability.  Select us as your CPA / tax preparation firm and your tax return won’t be a source of stress in April.

Here is your road map to stress free tax return preparation:

  • Individual income tax preparation
  • Income tax planning and projections
  • Tax saving strategies throughout the year
  • Estate and trust income tax returns
  • Specializing in multi-state returns
    • Virginia
    • Maryland
    • District of Columbia (DC)
    • If a state has an income tax, we have experience with that state
  • Amended tax returns and net operating loss carry backs
  • Review of previous year tax returns
  • Free electronic filing
  • Representation before the IRS and state tax departments
  • Response to IRS and state letters of inquiry
  • On-line 24 / 7 access to your prior year tax returns in our client center
  • Small unincorporated businesses
  • Selection of the best business entity for you
  • Advice on the tax effects of real estate transactions
    • Rental properties
    • Short sales and foreclosures
  • Managing capital gains taxes on security sales
    • Stocks
    • Bonds
    • Mutual funds
  • Tax credits and shelters
  • Oil and gas partnerships
  • Individual Retirement Accounts (IRAs and Roth IRAs)
  • Health Savings Accounts (HSAs) and Health Reimbursement Arrangements (HRAs)
  • Education planning (Section 529 accounts)
  • Alternative Minimum Tax (AMT) consulting
    • Minimum tax credit planning
    • Employee stock options
      • Nonqualified stock options
      • Incentive stock options

Here is your road map to stress free tax return preparation:

  • Tax planning before year end (as often as necessary)
  • Initial tax return meeting (optional for returning clients)
  • Tax organizers available on request (optional)
  • Initial tax return preparation by our CPAs and accountants
  • Our questions and your answers
  • Preparation, discussion, and revision of draft tax returns (we value your input)
  • Completion of final tax returns and final meeting (optional)

You can control your tax liability with our help by:

  • Planning for your tax liability throughout the year
  • Matching tax savings strategies to your personal financial goals
  • Minimizing audit risk by understanding how the IRS reviews tax returns
  • Reviewing your tax return drafts for more input on your tax returns
  • Analyze the "what ifs" - making the maximum pension contributions versus no pension contributions