Personal & Business Tax Services

Tax Expertise That Goes Beyond the Return

Whether you're an individual, a small business owner, or an operator already working with our advisory team, Harmony's tax practice brings the same rigor and responsiveness to every return we file.

Harmony’s tax team serves local clients in and around Annapolis, Edgewater, Severna Park, Crofton, and broader Anne Arundel County, and hospitality clients nationwide.

What We Handle:

Personal Tax Preparation & Filing
Business Tax Preparation (LLC, S-Corp, Partnership, Sole Prop)
Quarterly Estimated Tax Planning
Entity Structure Guidance
Multi-State & Multi-Entity Filings
Tax Planning & Strategy, Not Just Filing
Audit Support & IRS Correspondence

And For Restaurants Specifically:

FICA Tip Credit (Form 8846)
Tip Reporting & Form 8027 Compliance
Sales & Use Tax Filings
Cost Segregation for Buildouts & Leasehold Improvements
Work Opportunity Tax Credit

Harmony President matt Hetrick, CPA and Vice President David Wiseman meet with Chef Alex Flynn at Preserve in Annapolis.

Why Tax + CAS Together

Your books and your taxes were never meant to be separate. When your tax preparer isn't the same team managing your monthly numbers, tax season becomes a scramble to reconstruct a year's worth of decisions after the fact.

Our tax team works directly off the same clean, current books your CAS team is already maintaining — which means fewer surprises, better planning conversations mid-year (not in March), and a return that reflects decisions we helped you make, not just ones we're finding out about after the fact.

Meet Harmony’s Tax Team