Tax Preparation Services for High Net Worth Households and Retirees

Grounded in long-term tax planning, QW Tax Preparation provides tax preparation and other tax advisory services to high net worth households.

QW Tax Preparation is based in the Baltimore, MD - Washington, DC area and serves clients across the United States via online video and internet-based services.

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About QW Tax Preparation

  • What QW Tax Prep Does

    QW Tax Preparation provides tax preparation services to individuals and households, primarily for the preparation of annual Form 1040 filings.

    Lindsey Young is the owner of QW Tax Preparation and is an Enrolled Agent, which is the highest credential that the Internal Revenue Service awards.

    In addition to providing tax preparation services, Lindsey is also an experienced financial planner, providing investment advisory services through Quiet Wealth.

    Please note: QW Tax Preparation only offers “virtual services” and does not have a physical office. Prospective clients should generally be comfortable using online tools, including video-conferencing, client portals, and electronic payment platforms.

  • Typical Client Profile

    QW Tax Preparation typically works with high net worth households who are seeking both tax preparation services and forward-looking tax planning advice.

    QW Tax Preparation currently only provides tax preparation services to individuals and households, including self-employed individuals. (Form 1040)

    QW Tax Preparation does not currently provide tax preparation services to owners and partners of business entities with employees nor to trusts and estates.

    QW Tax Preparation works with clients in the Baltimore-Washington, DC area and across the United States.

Learn More About QW Tax Prep Services

About Your Tax Preparer

Lindsey Young, EA, TPCP®, CFP®, CEPA®
Founder
QW Tax Preparation LLC

Lindsey started QW Tax Preparation to provide tax preparation services and tax planning advice to high net worth households

Lindsey is an Enrolled Agent. Enrolled agent status is the highest credential that the IRS awards. Individuals who hold this credential must adhere to ethical standards and complete 72 hours of continuing education courses every three years.

Lindsey is also a Tax Planning Certified Professional®. This is a specialized credential offered by The American College of Financial Services that provides financial professionals with comprehensive tax planning training. The TPCP® tax planning courses focus on giving professionals insights into tax-informed planning over a long-term time horizon; in other words, becoming a tax planning specialist who considers the bigger picture and how clients’ decisions now and in the future can lead to minimizing their tax burdens and maximizing their income. TPCP® professionals have taken three courses in tax planning and passed an exam for each course.

In addition to preparing tax returns, Lindsey is also the founder of Quiet Wealth, which provides financial advisory and investment management services. As part of her financial planning work, she has extensive experience working with clients to develop long-term tax plans that are aligned with their financial planning goals.

Lindsey received an MBA from Harvard Business School, where she concentrated her studies on finance and entrepreneurial management. She earned her BA from Williams College, where she majored in economics and psychology.

Lindsey is an Investment Adviser Representative and is licensed as an insurance Adviser in the State of Maryland. Lindsey has the following additional certifications, licenses and affiliations:

Lindsey is a native of Baltimore, and after a globetrotting career, she is happy to be back home in Maryland. In her free time, she enjoys playing tennis, baking, singing, and rooting for her Orioles.