Steven D. Forman — CPA in Potomac, Maryland
SD
Steven D. Forman
Certified Public Accountant
|
Licensed in Maryland
Verified
Licensed
8 Candlelight Court, Potomac, Maryland 20854
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About Steven D. Forman
Based in Potomac, Maryland, Steven D. Forman has been serving the accounting needs of local businesses and individuals for over 15 years.
With a strong focus on tax planning and compliance, Forman's services include individual and business tax return preparation, as well as basic accounting and business tax services.
His experience has equipped him to navigate the complexities of small and medium-sized businesses, particularly those in family-owned enterprises, providing expert guidance on financial management and tax strategy.
Forman's expertise in tax compliance and business tax services has helped numerous clients achieve financial stability and optimize their tax positions.
Services Offered
Individual Income Tax Preparation and Filing
Business Tax Return Preparation and Filing
Self-Employed and 1099 Tax Preparation
Partnership Tax Return Preparation (Form 1065)
S-Corporation Tax Return Preparation (Form 1120-S)
C-Corporation Tax Return Preparation (Form 1120)
LLC Tax Return Preparation and Entity Classification
Tax Loss Harvesting and Investment Strategy
IRS Audit Representation and Defense
IRS Audit Preparation and Documentation
IRS Appeals and Dispute Resolution
IRS Collections and Levy Resolution
Payroll Tax Compliance and Audit Defense
Client Types Served
Individual Taxpayers and Wage Earners
Married Couples Filing Joint Returns
High-Income Earners and Professionals
Retirees and Fixed Income Individuals
Multi-State Residents and Tax Optimization Clients
Families with Investment Income and Rental Properties
Small Business Owners (1-50 Employees)
Medium-Sized Business Owners (50-500 Employees)
Home-Based Business and Side Hustle Operators
Technology and IT Consultants
Specialties
Basic Accounting Services
Corporate Tax Services
Bookkeeping Services
Individual Tax Returns
Payroll & Sales Tax Services
Sales Tax Compliance Services
General Accounting Services
Other Services
Tax Planning & Advisory Services
IRS Notice & Correspondence Services
Retirement Account Tax Reporting(Form 5500, IRA reporting)
Industry Expertise
Small and Medium-Sized Businesses (SMB)
S-Corporation Tax Planning and Compliance
Partnership Accounting and Tax Services
Limited Liability Company (LLC) Tax Planning
Solo Entrepreneur and Freelancer Tax Services
Family-Owned Business Accounting and Tax Planning
Personal Income Tax Preparation for High Net Worth Individuals
Languages Spoken
English
Availability
Available Mon-Fri, 9am-5pm. Please contact for appointment.
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