Potomac Advisory Group Email Format
Financial ServicesMaryland, United States2-10 Employees
Your Financial Compass Bethesda - DC - Arlington - Frederick We believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success. We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen. We provide a variety of services including: Income Tax Preparation for individuals, trust, businesses, and non-profits. Financial Services ITIN assistance IRS and State Audit Representation Payroll & Bookkeeping Business startup services Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence. Securities offered through Avantax Investment Services℠, Member FINRA, SIPC. (www.finra.org, www.sipc.org) Investment advisory services offered through Avantax Advisory Services℠ Insurance services offered through an Avantax affiliated insurance agency. Please visit www.avantax.com/social_policy/ for more information