Capital MD

Capital MD is a tax preparation and financial services business based in Bala Cynwyd, Pennsylvania. Previously operating as NBC Financial Services, the company traces its work to 2012 and serves individuals, families, small businesses, and gig workers. Its tax services include preparation and planning for personal and business returns at federal, state, and local levels. Capital MD also provides monthly bookkeeping, payroll coordination, and financial systems support to help business owners maintain organized records. Entrepreneurs can seek assistance with business formation, entity setup, restructuring, and compliance matters.

Beyond tax season, Capital MD offers guidance on life insurance planning and longer-term financial strategies. The company begins prospective engagements with a financial checkup to understand the client's needs and determine pricing for the requested services. Customer reviews mention electronic document uploads and helpful explanations. Its office at Two Bala Plaza, Suite 300, offers in-person meetings by appointment. New clients can discuss tax deadlines, bookkeeping needs, financial systems, and specific engagement details with the team.