Tax Solutions

CFS' financial advisors. From left to right: Frank Brittingham; J.D. Schroen, CPA; Mike Sise, CFP®, AIF®, CRPC®; and Bruce Robson, CFP®, AIF®.

At CFS Tax Solutions, we make every effort to provide quality, year-round service with client satisfaction as our highest objective.

 

We have over 25 years of local tax preparation service, including a CPA and CFP® on staff capable of addressing any tax issues that may arise. With the ever changing tax laws, it pays to trust a professional that is up-to-date on these changes; We take pride in the continuing education that we take advantage of each year in order to keep up with all the information that will benefit our clients. Our friendly staff is prepared to be of service to you: be it our flexible schedule or quick preparation time, our number one priority is you!

Call us now to schedule an appointment to have us handle your taxes for you! (410)-546-0911

 

What We Offer


  • Year-Round Support
  • Notice Assistance—We will help you address any correspondence you may receive from the IRS or state tax offices
  • Free Tax Quotes!
  • Online access via SmartVault, including photo-submissions of tax documents!
  • We will retain all tax information in a virtual file. If you ever need any previous year's tax information, it is at our fingertips free of charge to you!
  • Our focus is the individual—we only prepare Individual (including Sole Proprietorship) Returns.  

Ready to Get Started?

Give us a call today!


Tax Resources


 

  • Tax Planning Guide

    • A brand-new, downloadable Tax Planning whitepaper for 2021. Includes changes in the tax code due to the CARES Act and other COVID-19 legislation.

 

 

  • Tax Planning Forms

    • A full set of downloadable forms from the IRS as well as CFS Tax Solutions. Here you'll find quick and convenient interactive forms to help you in your tax planning and implementation process.

 

Meet the Tax Department


J.D. Schroen portrait

J.D. Schroen, CPA

CPA, Investment Advisor Representative

☎️ 410-546-0911, ext. 107
📠 410-543-2759
  jd@cfsfinancial.com

J.D., a Salisbury native, received his B.A. in Accounting from Asbury College (Wilmore, KY). After graduating, he spent the next several years working in the finance and accounting fields in Lexington, KY before moving back to Salisbury. He joined CFS in 2001 as a financial advisor and was also tasked with growing CFS’ tax department. J.D. received his investment series 6 & 7 registrations in 2001 and the CPA designation in 2003. J.D. is active in his church and various community outreach programs. He currently resides in Salisbury with his wife Jenny and four children and is an active cyclist and snow skier.

Learn more about J.D.'s tax services in our Tax Solutions page.

 

Bruce W. Robson portrait

Bruce W. Robson, CFP®, AIF®

Co-Founder, CERTIFIED FINANCIAL PLANNER™

☎️ 410-546-0911, ext. 106
📠 410-543-2759
  bruce@cfsfinancial.com

Bruce is a co-founder of Comprehensive Financial Solutions (CFS) and attained the CFP® certification in 1994 and the AIF® designation in 2016. He is a CERTIFIED FINANCIAL PLANNER™ certificant, an Accredited Investment Advisor®, Registered Securities Principal, Investment Advisor Representative, and a Licensed Insurance Agent. He is the past Chair of the Advisors Council for the Financial Services Institute, Inc. (Washington, DC). Bruce has three children and resides in Salisbury, MD with his wife Susan. He enjoys anything involved with the water and gardening. Bruce is active with the Salisbury Horizons Academic and Summer Enrichment Program and a member of the Wicomico Environmental Trust.

Connect on LinkedIn.

 

Shelly M. Mullins portrait

Shelly M. Mullins

Client Service Associate

☎️ 410-546-0911, ext. 111
📠 410-543-2759
  shelly@cfsfinancial.com

Shelly M. Mullins joined CFS Comprehensive Financial Solutions in January 2009 as our Tax Receptionist. As our company has grown, she now serves as our Director of First Impressions and Executive Administrator to J.D. Schroen, CPA. As Executive Administrator to J.D. Schroen, CPA, Shelly is responsible for a vast array of administrative tasks as well as assuring investment and tax clients receive the highest satisfaction possible. Standing as a self-motivated, energetic individual, serving as our lead Director of First Impressions, Shelly provides a friendly and professional point of contact for all Comprehensive Financial Solutions (CFS) clientele. Shelly's top priority is to provide an exceptional customer service experience. Prior to joining CFS, she was employed by the Phillips family at Phillips Men Shop as a Sales Associate here in Salisbury, MD for over 6 years. Shelly is a long time Worcester County native; she resides in Berlin, MD with her husband Andy.

 

Elizabeth Brittingham portrait

Elizabeth Brittingham

Registered Administrative Assistant

☎️ 410-546-0911
📠 410-543-2759
  liz@cfsfinancial.com

Liz Brittingham graduated Flagler college in 2017 with a double major in Accounting and Business Administration. She holds Series 7 and Series 66 security registrations, and is currently pursuing her CIMA (Certified Investment Management Analyst) designation. Prior to her employment at CFS she was a first mate on the “Get Sum” based out of Ocean City, Maryland. During her seven years as a mate she earned her United States Captain’s License at the age of 19. In her free time, she enjoys spending time with her friends, traveling, fishing and being out on the water.