Tax Preparation & Planning · Shepherdstown, WV

Tax Preparation and Planning in Shepherdstown, West Virginia

Shepherdstown is one bridge away from Sharpsburg, Maryland, so plenty of local owners earn money, hire staff or live on both sides of the Potomac. Scott Burke prepares your business and personal returns together and plans with you through the year.

Shepherdstown at a Glance

County
Jefferson County, WV
From Hagerstown
About 15 miles south of Hagerstown
Sales tax
7% inside town limits (6% West Virginia plus 1% Shepherdstown municipal)
Local economy
Shepherd University, tourism and small shops on German Street
Scott Burke, owner of Burke's Bookkeeping in Hagerstown, MD

Scott Burke does the work on every Burke’s Bookkeeping account himself, including yours in Shepherdstown.

Why It Matters in Shepherdstown

Two states, one river

West Virginia Route 480 crosses the Potomac from Shepherdstown and becomes Maryland Route 34 toward Sharpsburg. Maryland and West Virginia have a reciprocal agreement for wages and salaries, and Maryland’s agreement with West Virginia applies no matter how long a nonresident keeps a home in the other state. That helps commuters, but it covers wages only. Business profits and rental income are a separate question.

So a Shepherdstown resident with a business in Maryland, or a Maryland resident who owns a shop in town, may need returns in both states. Scott works out which filings apply, gives you a clear document checklist and walks through the returns with you before they are filed.

Both sides of the river

Maryland and West Virginia returns prepared together and checked against each other.

Planning, not just filing

Quarterly check-ins help you set aside the right amount during the year.

What You Get

What tax preparation and planning covers

01

Business returns

Returns for partnerships, S-corps, sole proprietors and LLCs.

02

Personal returns

Prepared alongside your business return so income flows through correctly.

03

Multi-state filing

Income and employees across the West Virginia, Maryland and Pennsylvania lines.

04

Catching up

Help with unfiled returns and notices from tax agencies.

How It Works

Working With Scott From Shepherdstown

Remote or In Person

Work with Scott remotely from Shepherdstown, or meet in Hagerstown by appointment.

A Flat Price

After a free consultation you get a clear scope and a flat price, with no hourly surprises.

Someone Who Picks Up

The person who does your books and taxes answers your questions. Scott has run businesses of his own.

FAQs

Frequently Asked Questions

Questions Shepherdstown business owners ask about tax preparation.

Do I have to come to Hagerstown or meet in person?
No. Remote clients are welcome, and Scott also meets clients in Hagerstown by appointment. Many Shepherdstown clients upload documents and review the finished return with Scott over the phone.
How much does it cost?
It depends on what you need. After a free consultation, Scott gives you a clear scope and a flat price, with no hourly surprises.
I live in Maryland but own a business in Shepherdstown. Does reciprocity cover me?
Not for the business. The reciprocal agreement covers wages and salaries, so profit from a West Virginia business usually means a West Virginia nonresident return as well as your Maryland return. Scott prepares both.
I work at Shepherd University and run a side business. What should I watch for?
Your W-2 wages and your business income are taxed differently. Scott prepares both on one return and can set up quarterly check-ins so the side income does not leave you with a surprise bill.
What do I need to bring for my return?
After a free call, Scott sends a clear document checklist for your situation, then prepares and reviews the return with you before filing.