About Small Business Advisors

If you run your own business, you know important it is to find the right business financial partner. Most accountants do a fine job recording the history you give them. Then, at tax time, they put the “right” numbers in the right boxes on the right forms and call it a day.

Not all accountants are created equal – Small Business Advisors doesn’t just record history. We help you write it, with a proactive attitude and complete menu of tax help and accounting services.

To minimize your taxes, you need a plan. You need concepts and strategies that leave more on your bottom line and we specialize in tax planning and tax preparation. We partner with business owners throughout Anne Arundel and Prince George counties including Annapolis, Bowie, Crofton and Gambrills, Maryland. Read more...

Contact us today to schedule your free Tax Analysis. We’ll find the mistakes and missed opportunities that can cost you thousands, then show you how proactive tax planning can rescue those wasted dollars.

Our Services

CloudAdvisor is our suite of internet-based technologies that gives you real-time information and analytics on any desktop or mobile device. From accounting and bookkeeping to timekeeping, payroll, expense reimbursements, and more, CloudAdvisor takes the time and legwork out of running a small business. Learn More...

Business Services
Gain valuable insight into your business and improve your decision making capabilities. Learn more...

Tax Services
Proactive tax planning, comprehensive tax preparation and tax help for individuals, businesses and non-profits. Learn more...


Start Holiday Gift Giving for the Kids with an IRA Contribution

Gary Heldt

October 17, 2016

If you’re like many parents and grandparents, you may already be thinking about what kind of gift to get the children on your list this holiday season. For teens and young adults especially, it can be challenging to come up with truly unique and meaningful gifts. One idea with long-lasting impact is to make a contribution to either a traditional or Roth IRA on your children or...


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News & Events

USA Today Article

Gary Heldt, Jr., owner of the Maryland based accounting firm Small Business Advisors, breaks the mold of typical CPAs with hands on, year round dedication to customer service. Read more...

Breaking the Tax Code: America's Leading Tax Professionals Reveal Proven Strategies to Legally Minimize Your Taxes and Keep More of What You Earn. Learn more during your next consultation.

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Meet Gary Heldt, CPA
Anne Arundel County's premier tax coach and best selling author of Breaking the Tax Code.
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Phone: 410-721-6000 • Fax: 410-721-5985