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Services
Tax Compliance & Planning Services Michael began his career in the early 1960s, around the time he earned a Bachelor of Science degree in Business Administration from the University of Maryland. From the beginning, he offered his special brand of timely tax return preparation and planning services to individuals and families. Since that time, he has been a strong taxpayer advocate, always finding new ways of helping clients reduce their taxes. In fact, Michael's keen eye has been known to uncover opportunities for amending prior-year returns prepared by others who weren't as adept at applying the full range of tax-reduction techniques available to all taxpayers.
"...thanks to the highly efficient work of Mr. Eisenberg, our returns were
completed on time with relative ease. Additionally, his investment knowledge has
helped us develop a sound portfolio while at the same time reducing our tax
burden." Dr. Lawrence L.
Small Business Advisory Services After having been a successful retail business owner himself for nearly 30 years, Michael sought to combine his tax and business acumen by developing a small business advisory focus for his practice. During the last decade, Michael has been advising small business owners in a growing number of industries, including child and dependant care, legal services, medical, retail, consulting, fitness and health, real estate, construction, and others. In addition to tax compliance and planning services, Michael's small business services include advising on business formation, financial structure, cash flow and debt management. He's helped turn around numerous floundering businesses over the years, while helping successful ones to maintain their focus.
"You and your staff have taken care of us and our business with dedication
and professionalism, providing excellent service and always meeting our
accounting needs." Rosario L., Antonella M., Marninart Gallery
Taxpayer Advocacy & IRS Dispute Resolution In addition to his tax and small business advisory roles, as an Enrolled Agent Michael has confidently represented numerous clients during IRS audits, successfully resolving disputes in their favor. As some unfortunate people know, dealing with the IRS can be a nerve-racking experience. Wouldn't it be comforting to have someone like Michael on your side during such an ordeal?
"Thank you so much for being a trusted friend and Financial Quarterback and
allowing me to make a touchdown in my tax returns." Barbara F.
Personal Financial Services With decades of tax experience under his belt, Michael wisely added personal financial services to his practice in the 1990s. He'd always had a keen interest in the overall financial well-being of his clients, and had offered guidance in this area informally over the years. However, he noticed that many of his clients were receiving ill-informed advice from their financial advisors. In response, Michael began offering tailored financial advice to his clients that was responsive to their personal and financial objectives. Following is a brief list of services Michael currently offers in this area:
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Pre- and post-retirement planning
Education planning
Real estate planning (personal and investment)
Insurance planning
Mutual fund counseling
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Michael is a Registered Investment Advisor Representative and holds securities licenses in Maryland, Virginia and Washington, D.C. He also holds the Certified Senior Advisor (CSA) and Certified Fund Specialist (CFS) designations.
Michael's dedication to your needs can assist you in planning for an uncertain future by helping you formalize your budgeting and spending plans, and by guiding you into a disciplined saving and investment program. He's already helped countless clients reach their personal and financial goals.
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