Profile

Results

We work with you on a personal level to determine the best solutions for your unique needs, then leverage our seasoned expertise to achieve the best possible results.

Relationships

We are your trusted partner in success. Our firm is large enough to offer a full range of professional services at a fair price, but small enough to give you the individual attention that you deserve.

Relief

Rest assured that when a need arises, our firm is ready and capable to handle everything for you so you can focus on what matters most to you.

About Trish Date

Born and raised in Baltimore, Maryland, I’ve had a passion for numbers and helping people since my early twenties, which is when I first began my journey in tax preparation. After spending a decade in Texas honing my craft and growing my expertise, I returned to Maryland two years ago and currently reside in Fallston, Harford County, where I am excited to serve my community with top-tier tax services.

While in Texas, I worked with a financial advisor specializing in tax returns for high-net-worth individuals. Additionally, I served as the staff accountant for my church, where I managed financial records, ensured compliance with reporting standards, and supported the financial well-being of the organization. This role strengthened my commitment to accuracy, integrity, and community service—values I continue to bring to my clients today.

Professional Credentials

I am proud to be an Enrolled Agent (EA), a designation earned through the IRS that recognizes me as a federally licensed tax practitioner. This status allows me to represent clients in all 50 states before the IRS, providing unparalleled expertise in tax matters. Unlike other tax preparers, an EA designation requires rigorous testing, continuous education, and adherence to the highest ethical standards in the field.

Experience You Can Trust

With over 20 years of experience as a self-employed professional, I’ve seen and handled it all—from straightforward individual returns to complex small business filings. Whether you need assistance with:

  • Personal tax preparation
  • Small business tax strategy
  • Resolving IRS issues or audits
  • Filing amendments or past-due returns
  • Tax planning to minimize liabilities

I am committed to providing accurate, timely, and stress-free service that prioritizes your financial well-being.