NEW CLIENT SPECIAL
Save $50 on your first tax preparation or bookkeeping service.
New clients only. Cannot be combined with other offers.
Based in Halethorpe · Serving Clients Throughout Maryland
Virtual Tax Preparation & Bookkeeping
in Halethorpe, Maryland
Virtual tax preparation, bookkeeping, and financial insight for individuals and service-based businesses throughout Maryland.
Tax Services
Accurate tax preparation,
done right the first time.
Virtual tax filing for individuals and small businesses — handled with care, clear communication, and 15+ years of accounting experience behind every return.
Individual Tax Preparation
Accurate, virtual tax filing for individuals and families. W-2s, 1099s, self-employment income, and more — handled with care and clear communication.
Business Tax Preparation
Tax filing for sole proprietors, single-member LLCs, and S-Corps. We'll make sure your deductions are captured and your return is filed correctly.
Bookkeeping Packages
Clean books, real insight,
all year long.
Virtual bookkeeping packages designed for small service-based businesses that are serious about their finances. Choose the level of support that fits where your business is today.
Essential
- Monthly transaction recording
- Monthly account reconciliations
- Monthly financial statements
- Books completed by the 25th of the following month
- Year-round bookkeeping support
Growth
- Weekly transaction recording
- Monthly reconciliations and check-in
- Books completed by the 15th of the following month
- Dedicated Client Success Manager
- Quarterly financial review meeting (if requested) includes:
- Revenue — what came in
- Net income — what's left after expenses
- Cash on hand — what's actually in the bank
- One thing that improved, one thing to watch, and one action item
Advisory
- Twice-weekly transaction recording
- Monthly reconciliations and check-in
- Books completed by the 10th of the following month
- Monthly management reports
- Monthly financial review meeting (if requested) includes:
- What actually happened — revenue trend, expenses, profitability
- Why cash and profit don't always match — and what to do about it
- Real decisions you're facing: hire, raise rates, cut costs — and what your numbers say
- What to focus on next month so you're not surprised again
Getting Started
How to get started
Virtual, straightforward, and built around your schedule.
For New ClientsSchedule a Free Consultation
Book a quick call so we can learn about your needs and make sure SMS is the right fit for you.
Create Your Client Account
Once we've connected, you'll receive an invitation to set up your secure client account in our portal.
Complete Your Intake Questionnaire
Tell us about your business, your current financials, and which service you're interested in.
We Get to Work
From there, everything is handled securely inside your portal — documents, communication, signatures, and delivery.
Client Stories
What clients say
Alisha assisted me with filing my backed up taxes with ease!
Specialized Management Service set up my company in QuickBooks Online and manages my invoicing, reconciliations, payroll, and keeps me up to date on my taxes. I can always count on SMS so I can focus on what's most important. I can't thank them enough!
SMS has been our outside accounting and bookkeeping service for 3 plus years. Alisha is phenomenal and ALWAYS got things done on schedule or ahead of schedule. Due to SMS assistance I was able to close our monthly financials a full week earlier. I highly recommend SMS services.
I was quite impressed with the services I received from Alisha Gordon in preparation of my taxes for year 2025. I found her to be very knowledgeable with tax preparation and very efficient with doing my taxes in a timely manner. I would recommend her services as highly professional.
Who We Serve
Built for
small businesses.
We specialize in serving individuals and service-based small businesses who want accuracy, clear communication, and a financial partner they can trust.
- Individual taxpayers
- Sole proprietors & single-member LLCs
- Service-based small businesses
- Clients who need a bookkeeper who understands and can explain their numbers
- Business owners ready to understand their numbers
Office Hours
Fully virtual. Serving clients througout Maryland