Important Documents

Woman finding important tax documents on her computerWelcome to the Important Documents page! Here, you’ll find valuable resources to assist you in your financial journey, including our Charitable Contributions Worksheet and Pre-Appointment Checklist.

We encourage you to reach out with questions or for further assistance. At Emerald Tax & Accounting, we take pride in offering personalized support for your tax and accounting needs. Your financial well-being is our top priority, and we’re here to guide you!

Our Blog is another important resource. Catch up on recent tax & accounting changes and learn how they affect you or your business.

Have more questions?

Click to schedule a call or meeting – or send us an email. You can also set an appointment to visit our offices in Arnold, MD, or Hickory, NC.  

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Tanya Richmond profile picture
Tanya Richmond
2 August 2026
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I trust the financial wellbeing of my consulting business, the financial well-being of my family, and the good and accurate stewardship and accounting of our customers' funds to Emerald Financial. They have been with Support Development Associates, LLC since the beginning of our incorporation and I think of them as part of our team. They give me peace of mind.
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Alex Berca profile picture
Alex Berca
13 March 2026
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For many years we've been lucky getting our taxes done by Emerald Financial Partners which has a high reputation as professionalism, always perfect and on time, NEVER A WORRY!
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Maria Rivera profile picture
Maria Rivera
7 March 2024
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My husband and I have used Emerald Financial Partners for years. They are excellent with business and personal financials. They provide us with year around updates so that there is better planning and less surprises. With their assistance tax season has become a no stress time. Emerald's team brings their knowledge and expertise every year to pull everything together. And, knowing the team is on it, my husband and I can focus on our stuff.
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Roseann Mazzola profile picture
Roseann Mazzola
3 March 2024
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We have been clients of Emeral Financial Partners since long before it was even Emeral Financial Partners! We have been working with Valerie for over 20 years. She and all her staff are extremely efficient, professional and very nice to work with. I highly recommend using Emeral Financial Partners.
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Deneen Bowlin profile picture
Deneen Bowlin
21 February 2024
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They have been doing my taxes for years. Always prompt with returning emails about questions I may have anytime of the year. They are fast with quality service! I sent all my information over on a Friday and it was completed the following Tuesday. Staff is also very helpful in answering questions over the phone.
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