Estabrook & Co

Description

Welcome We provide tax, accounting, investment and financial services to individuals and business clients. Our clients benefit by getting personalized, quality services which exceeds their expectations. The easiest way to learn how we can solve your financial matter is to speak with Jay Estabrook, CPA, MST. Please give us a call. Our advice and services are tailored to our clients' unique financial situations. As a full service CPA and Investment firm, we provide responsive business insights and solutions you can trust. Our full range of services include Incorporations, Wills and Trusts, Taxes and Accounting services, Investments, Retirement planning and IRS representation. Our Promise to You Our Mission is to partner with our valued clients, professionally and independantly in the areas of tax preparation and planning, personal wealth management and strategic business solutions. Our goal is to empathize and understand all matters of importance to those we are called to serve through knowledge, innovation, persistence and trusted relationships that enable us to provide the professional guidance that each client deserves. Thank you for your consideration.

Nathan Estabrook Nathan Estabrook is the Manager of our Accounting and Bookkeeping Division. He holds a Series 7 license and an Insurance license. He graduated with a Bachelor's Degree from Villa Julie College and has 10 years of experience in Accounting, Tax and Financial Planning. Nathan has been working closely with many of our business and personal clients in everything from tax preparation and planning to business coaching. Nathan has been the Treasurer of the local Lauraville Business Association in Baltimore, Maryland for the last 4 years and enjoys working with local businesses. His strong leadership and organization skills have assisted many of these companies in everything from improving cash flow, increasing sales, adding employee retention strategies and overall greater organization.

Jay Estabrook Prior to founding the Estabrook and Company in 1995, Jay Estabrook served as the Chief Financial officer for a Regional Telecommunications company. He was responsible for developing and implementing their financial and customer service data systems, as well as overseeing all accounting and treasury functions. He was also involved in assisting them with going public. Previously, Jay served as the Tax Partner for Estabrook and Company P.C. in the Boston Massachusetts area and was a Senior Tax Manager for KPMG Peat Marwick in Burlington Massachusetts. He has a vast amount of experience in assisting small to medium size businesses with their tax, accounting & financial needs. As part of his service with KPMG Peat Marwick, Mr. Estabrook gained experience in diverse tax issues as well as SEC financial reporting, business acquisitions, combinations, and the initial public offerings of companies attempting to consolidate highly fragmented industries. Mr. Estabrook is a Certified Public Accountant and holds a Bachelors of Accounting and Finance degree from the University of Maine.

Jay Estabrook has a Series 7 Brokers license and Series 66 advisors license and is a Investment Advisor Representative with Founders Financial Securities, LLC. Jay specializes in helping his clients prepare for their retirement years by providing financial planning including investments, life insurance, annuities and access to professional money management. Estabrook and Company has the expertise to develop and implement the retirement plan that most benefits you and your family or business. We lead you through the process step by step making the whole experience totally painless and informative. Assisting Jay is Nathan Estabrook and Beth Estabrook who specialize in financial planning and investment portfolio research. Nathan and Beth each hold a Series 7 Brokers license and Life Insurance license. Our Process: Financial and retirement planning is a continuous process that involves a partnership between ourselves and our clients dedicated to accomplishing of our client's goals. It is a not a one time shot or a one product fits all strategy, but rather a journey that we take together through systematic reviews and meetings leading to a successful and predictable outcome.

An Overview of Our Tax Service Convenience - I am willing to travel to your location in the Baltimore metro area without charge. In addition, I am available to consult with you through email, phone, or in-office appointments. Maximum Refund - I will work with you to obtain the maximum amount of deductions so you pay as little tax as legally allowed. Experience - As a certified public accountant, I have prepared Federal and or State returns in every state with a tax system. I also have incorporated clients in 15 different states. I have a Masters in Tax and have successfully represented my clients in regards to IRS and State Tax Authorities for over 25 years.

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