Dear Client,

We are celebrating our 34th year in business and can’t thank you enough for your continued confidence and support. Again, the 2023 tax year will bring many new challenges and some changes we have never faced before. Please have extra patience should we take a little longer in preparing your return.

To assist in making us more efficient, please take note of the following:

The filing deadline for the 2023 tax year is Monday, April 15, 2024. We will need all info by March 22, 2024 in order to prepare your return on time. As a designated “paid preparer”, I must be paid before I can electronically file.

For those of you who would like to request a meeting, please let us know if you would prefer an in-person or virtual meeting. Please call 301-253-0013 or email to schedule the meeting as soon as possible. There will be an additional fee for all meetings.

Outside of appointment fees, our fees will be based on:

Extensions are completed by written request and with a payment of $65.00. PDF copies of past tax returns have a charge of $30.00. As a reminder, all previous tax returns are uploaded on clients Smart Vault portals.

We remind you that tax planning should be addressed throughout the year as an integral part of retirement planning. As always, we encourage you to contact us to discuss how these issues impact your tax position, as well as your retirement.

Please visit our financial planning website,, to find out more about investments, tax planning, and retirement planning.

We look forward to working with you again this year and wish you a happy, healthy, and prosperous 2024!!


George S Magas CPA

Here to help you in 2024….. George, Cathy, Marc, Kyle, Cameron, Adriana, Isabella, and Jennifer