A.K. Burton PC

06/03/2026

Don't toss that receipt! 🧾 There's an important IRS audit risk that HSA investors often overlook. Make sure to keep your documentation in check to avoid any surprises down the line.

Read more here: https://www.msn.com/en-us/health/other/don-t-toss-that-receipt-the-irs-audit-risk-hsa-investors-overlook/ar-AA23iHyI?ocid=msedgntp&pc=SCOODB&cvid=6a1db6d62feb4663a0f07d0176e09b47&cvpid=954440ebc61646dbcd220ffe84645819&ei=43

A growing chorus of financial planners warns that the most popular strategy to maximize health savings accounts — reimbursing yourself decades down the line — is creating a ticking time bomb of unorganized paperwork that could trigger severe IRS penalties, according to CNBC. Long a favorite weal...

06/02/2026

🚨 Attention Retirees! 🚨

Are you making these 6 common tax filing mistakes? Don't let tax season stress you out! Check out this article to learn how to avoid pitfalls and make the most of your retirement funds.

👉 Read more here: https://www.msn.com/en-us/money/retirement/6-tax-filing-mistakes-retirees-make-and-how-to-avoid-them/ar-AA1Z3Tdp

🧾💰

Retirement changes how you’re taxed. Learn six common tax filing mistakes retirees make and how to avoid penalties, higher brackets, and Medicare surcharges.

06/01/2026

How to avoid capital gains taxes on a quitclaim deed

Transferring property with a quitclaim deed may seem like a quick and tax-free move, especially among family members. However, the reality can be far more complicated. These transfers often avoid immediate taxes. However, they can quietly set the stage for a much larger capital gains bill down the r...

05/29/2026

Qualify for Roth IRA contributions by lowering your income

If your income is just above the cutoff (MAGI) to qualify for Roth IRA contributions, these strategies will help you meet it and lower your taxes.

05/28/2026

Need more time for your federal taxes? 🕒 Check out this helpful guide on filing for a federal tax extension in just 6 easy steps! 🌟

Read more here: https://www.msn.com/en-us/money/personalfinance/how-you-might-file-for-a-federal-tax-extension-in-6-steps/ar-AA1VOE4u

Discover steps to file a federal tax extension, avoid mistakes, and understand the benefits of timely tax submission for smoother financial management.

05/27/2026

Discover the income limit you can reach before your Social Security benefits begin to be affected by taxes!

Find out more here: https://www.msn.com/en-us/money/markets/here-s-how-much-income-you-can-have-before-you-start-losing-your-social-security-benefits-to-taxes/ar-AA23KjVn?ocid=msedgntp&pc=SCOODB&cvid=6a16ff9c898b49fea39d8fafbc2c36d5&ei=11 💰📊

You definitely need to understand this if you're claiming Social Security checks in 2026.

05/27/2026

Work from home tax deductions: Who qualifies and what you can claim

With tax season just around the corner, knowing how to navigate work from home tax deductions can help you save time — and money — on your tax returns.

05/26/2026

Avoid these 5 common tax mistakes that might hold up your refund!

Learn more here: https://www.msn.com/en-us/money/personalfinance/5-common-tax-errors-that-could-delay-your-refund/ar-AA1YClDN 💰🕒

Small tax filing errors can slow your IRS refund. Learn five common mistakes -- including calculation errors -- that could end up delaying your money.

05/25/2026

All of us at A.K. Burton, PC, wish you a Happy Memorial Day.

05/22/2026

📊 Is Your Business — or Your Personal Finances — Getting the Expert Attention They Deserve?

Whether you're a small business owner navigating the complexities of financial reporting or an individual trying to make smarter decisions with your money, having the right CPA in your corner makes all the difference.

At A.K. Burton, PC, we provide comprehensive accounting services for BOTH businesses and individuals throughout Bethesda, Rockville, and Montgomery County — all under one roof, with one trusted team.

🏢 FOR YOUR BUSINESS:
✅ Financial statements & tax basis reporting
✅ Trend analysis to track and improve performance
✅ Business acquisition & sale guidance
✅ Loan procurement assistance
✅ Litigation support & expert witness services
✅ Strategic advice for complex business & tax decisions

👤 FOR YOU PERSONALLY:
✅ Personal financial statement preparation
✅ Individual tax planning & preparation
✅ Financial guidance through life's major milestones
✅ Estate & trust accounting support
✅ Year-round advisory — not just at tax time

What truly sets A.K. Burton, PC apart? Our founder, Alton K. Burton, is both a licensed Attorney AND a Certified Public Accountant — a rare and powerful combination that gives every client the benefit of legal AND financial expertise working together on their behalf.

Whether your needs are straightforward or complex, we treat every client with the same personalized attention and professional care. No assembly lines. No rushed appointments. Just real expertise from a team that genuinely cares about your financial future.

Family-owned and serving the Montgomery County community since 1988.

📞 Call us today for a consultation: (301) 365-1974
📧 Email: [email protected]
🌐 Learn more: cpa-maryland.com/services/accounting-services