Ellerby Tax Services

06/01/2026

If you Missed the last Session, you lost money. The Class was Phenomenal!!!! Thanking all who attended and Blessed with the feedback. Registration online www.ellerby.co

05/28/2026

05/26/2026

Last chance Registration ends soon
Www.ellerby.co

05/07/2026

From now on, I expect nothing but perfection after I've taught you. My actions reflect the principles I preach. Since 1997, I've continued to grow and strive for more. Www.ellerby.co

04/28/2026

🛑 Struggling with Tax Debt? There is a Path Forward.
Delinquent taxes can feel insurmountable, but you don't have to face the IRS alone. As a licensed Enrolled Agent, I help Marylanders navigate the IRS Fresh Start Initiative and other relief options.
Whether it’s an Offer in Compromise (settling for less), penalty abatement, or a manageable payment plan, we can find the right solution to get you back on track.
📩 DM me today for a consultation to review your options.

I provide Trusted Tax Preparation, Tax Law Services & Accounting Solutions for Individuals and Small Businesses.

04/28/2026

Tax Season Stress? Get Representation from a Maryland Enrolled Agent! 🇺🇸
Did you know not all tax preparers are the same? As a licensed Enrolled Agent (EA), I am authorized by the US Department of the Treasury to represent taxpayers before the IRS. Whether you are dealing with an audit, collections, or just need complex tax planning, I provide year-round expertise in Maryland tax laws.
Don't settle for less than specialized knowledge. Message me to secure your spot for the upcoming season!

04/23/2026

Now that the 2025 tax season is over, shifting to a proactive, mid-year strategy can significantly reduce your 2026 tax liability. Key strategies for this period include adjusting withholding, maxing out retirement accounts, harvesting losses, and—if you are a business owner—restructuring for lower taxes.
Here are top tax strategies for individuals and businesses immediately after tax season:
Individual Tax Strategies (Post-Tax Season)

• Adjust W-4 Withholding: If you received a large refund or owed a significant amount, update your W-4 now. The goal is to have $0 refund and $0 owed to maximize monthly cash flow.
• Tax-Loss Harvesting: Even with strong markets, some assets may be down. You can sell these to offset capital gains and up to $3,000 of ordinary income, carrying forward the rest.
• Bunch Deductions & Charitable Giving: With the high standard deduction, consider "bunching" multiple years of charitable donations into one year to itemize, or use a Donor-Advised Fund (DAF) to get the deduction now while deciding where to donate later.
• HSA Optimization: If you have a high-deductible health plan, contribute to a Health Savings Account (HSA). It offers a triple-tax benefit: tax-deductible contributions, tax-free growth, and tax-free withdrawals for medical expenses.
• Roth Conversions: If your income is temporarily lower this year, consider converting traditional IRA funds to a Roth IRA to pay lower taxes now and secure tax-free income later.
THE ELLERBY TAX ADVISORY GROUP

The One Big Beautiful Bill Act reshaped 2026 tax planning. Learn 12 strategies to reduce taxes and increase after-tax income for individuals and businesses.

04/15/2026

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