Financial 1 Tax – Baltimore, MD

Integrated Legal and Tax Services in Baltimore

Financial 1 Tax is a unique, multidisciplinary firm located in Baltimore, Maryland (Pikesville), offering a comprehensive blend of legal, tax, and financial planning services. Founded in 2001 by Tatyana Bunich, the firm recognizes that legal protection and financial health are deeply interconnected. While many firms offer these services in isolation, we bring them together under one roof. If you are looking to find a lawyer who works hand-in-hand with financial experts to secure your legacy, our team provides an unmatched level of coordination and care.

Estate Planning and Elder Law

Our legal department is led by Brian M. Spern, an experienced Elder Law and Estate Planning attorney. We specialize in helping families navigate the complexities of aging and asset transfer. Our core legal services include:

• Estate Planning: Drafting custom Wills, Revocable Living Trusts, and Powers of Attorney to ensure your wishes are honored.
• Elder Law: assisting with Medicaid planning, long-term care strategies, and protecting assets from nursing home costs.
• Probate Avoidance: structuring your assets to bypass the time-consuming and expensive probate process.
• Tax Resolution: As a firm with deep tax expertise, we also provide legal representation for IRS disputes, offers in compromise, and audit defense.

A Holistic Approach to Your Future

What sets Financial 1 Tax apart is our ability to see the ”whole picture.” When you hire an attorney here, you are also gaining access to a team of CPAs and financial advisors. This ensures that your legal documents are not just legally sound but also tax-efficient and aligned with your retirement goals. Whether you need to draft a trust to protect a special needs child or require immediate assistance with an IRS levy, our integrated approach delivers superior results. We understand that these topics can be daunting, so we prioritize clear, jargon-free communication.

Serving the Pikesville Community

Conveniently located on Old Court Road in Pikesville, we serve clients throughout Baltimore City and Baltimore County. We believe in building long-term relationships based on trust and integrity. If you need an attorney urgently for a family crisis or tax emergency, our team is ready to mobilize. Don’t leave your financial and legal future to chance. Contact Financial 1 Tax today to order a lawyer’s services and experience the peace of mind that comes with a fully coordinated plan.