Williams Financial Services Corporation
Financial and Tax Solutions Provided in One Place

Tax Planning and Compliance

Too often, people receive financial advice that does not reflect the individual’s unique tax circumstances or status.

We also provide tax and accounting services through our affiliated firm, K.Q. Williams & Associates, P.C.  Our clients gain the advantage of receiving financial advice that takes into consideration the impact of a variety of taxes, including, but not limited to, federal and state individual and corporate income taxes, estate and gift taxes, and payroll taxes.  The following are examples of the tax issues that we integrate with clients’ solutions:
  • Assist clients in taking distributions from IRAs prior to 59½ without paying the 10% penalty in certain circumstances
  • Assist clients with required minimum distributions from IRAs
  • Assist clients in determining the tax consequences of investments transactions
  • Increase the efficiency of a client’s portfolio by properly allocating asset classes between the various retirement and taxable accounts
  • Assist clients with minimizing taxable income by utilizing tax-loss harvesting techniques
  • Assist clients in evaluating the after-tax consequences of various financial decisions
  • Assist business owners in determining the appropriate company retirement plan to provide to employees and/or key employees
  • Advise clients on financial solutions that are consistent with their income and estate tax plans
Estate & Trust Tax Preparation
Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, helps provide security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can help guide you through the complex process of getting your financial affairs in order.

Audits, Reviews & Compilations

At K.Q. Williams & Associates, we view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. We provide financial reporting on all three levels of assurance:
  • Audit- an intensive examination with the highest level of assurance
  • Review - some analytical procedures conducted with limited assurance
  • Compilation - based upon client information provided and used primarily for internal use

Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.  

Financial Statements
We can assist you in the preparation of your financial statements in accordance with professional standards, but express no opinion or any other form of assurance on the underlying information included in them. The financial statements produced can be a useful tool for management in making financial decisions.

K.Q. Williams & Associates, P.C. and H. Beck, Inc. are unaffiliated entities.

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4000 Mitchellville Road, Suite, B226 Bowie, Maryland 20716 | p: 301.805.5538 | f: 301.805.0124 | info@kqwcpas.com
Securities & Investment Advisory Offered Through H. Beck, Inc., Member FINRA, SIPC | Williams Financial Services Corporation and H. Beck, Inc. are unaffiliated. H. Beck, Inc does not offer tax/accounting services. Williams Financial Services Corporation currently has individuals licensed to offer securities in the states of AZ, CA, CO, DC, FL, MD, NC, NY, PA, SC, and VA and insurance products in the states of AZ, FL, MD, PA, and VA.  This is not an offer to sell or solicit securities in any other state or jurisdiction.   However, if you reside in a state other than a state listed, please inform us.  Proper licensing must be obtained before advice is offered.