Financial 1 Tax is an accountant in Columbia, Maryland. The firm provides a complete suite of accounting and financial services, including tax preparation, wealth management, retirement planning, and estate planning involving wills and trusts. Serving clients across all 50 states, the team offers expertise in elder law and business tax preparation. The firm maintains a 4.80 rating from thousands of reviews.
Led by founder Tatyana Bunich, a Certified Estate Planner and Registered Financial Consultant with over 35 years of industry experience, the team consists of licensed, credentialed accountants and CPAs. Their approach focuses on a collaborative strategy to protect wealth and coordinate various aspects of a client's financial life, from insurance coverage to legacy planning. Clients can engage with the firm through in-person appointments at their Maryland or Florida offices, or remotely via Zoom, phone, and secure digital document uploads.
The office is located on Columbia 100 Pkwy, situated near Old Annapolis Road. The location is a short drive from the Love of Learning Montessori School and Children's Manor Montessori School, and is approximately 0.4 miles from The UPS Store.
Financial 1 Tax is known for providing a 5-star experience and is recognized by clients for its professional, knowledgeable, and personable advisors. With over 20 years of experience, the firm has established a reputation for superior tax advice and a commitment to helping families protect their financial legacies.
Financial 1 Tax provides dedicated accounting and estate planning expertise to families and individuals throughout Columbia and beyond.