Timonium,
Maryland
Local accounting & tax services
Archer Lewis Timonium
20 E Timonium Rd, # 301, Timonium, Maryland, 21093
Phone
410-252-7322Hours
Mon–Fri: 9AM–5PM
Overview
About our office
Timonium sits in the heart of the Baltimore metro's professional corridor: insurance, healthcare, defense contracting, and financial services all in close proximity. Calvin, James, Ulysses, and Deborah built a practice that reflects that range. If you're running a business in Central Maryland and you need advisors who understand the specific landscape here (including the layered complexity of Maryland's tax code), this is the right team.
Meet the team
Meet our team
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Calvin Haugh
Calvin Haugh is a principal providing primarily tax services for high net worth taxpayers and small businesses. He also handles reviews and compilations for certain construction contractors who are required to have financials for bonding and lending purposes. He has 13 years of experience in public accounting with 4 of those years spent at CliftonLarsonAllen. Calvin because a licensed CPA in 2016 after obtaining a bachelor's of accounting from Stevenson University in 2013.
Calvin Haugh
Calvin Haugh is a principal providing primarily tax services for high net worth taxpayers and small businesses. He also handles reviews and compilations for certain construction contractors who are required to have financials for bonding and lending purposes. He has 13 years of experience in public accounting with 4 of those years spent at CliftonLarsonAllen. Calvin because a licensed CPA in 2016 after obtaining a bachelor's of accounting from Stevenson University in 2013.
ServicesIndustriesJarrard, Nowell & Russell, LLC is a separate entity from Archer Lewis, LLC. Jarrard, Nowell & Russell, LLC provide attest and assurance services. Jarrard, Nowell & Russell, LLC create independent, objective assessments to give stakeholders confidence in financial reporting. Services include non profit audits, private company audits, employee benefit plan audits, reviews, compilations, agreed upon procedures, and prepared financials. These services are performed under professional standards established by the AICPA and require a high level of independence.
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James Paulk
James T (JT) Paulk is a principal focused on tax services for SPG Services LLC in Timonium MD. He has more than 25 years experience in public and private accounting. JT works with individual, fiduciary and business clients on tax planning and compliance. He has broad experience working with clients on developing strategies for entity selection, retirement planning, estate and fiduciary-related planning and compliance, pass-through entity investment and ownership, estimated tax vs. tax withholding.
James Paulk
James T (JT) Paulk is a principal focused on tax services for SPG Services LLC in Timonium MD. He has more than 25 years experience in public and private accounting. JT works with individual, fiduciary and business clients on tax planning and compliance. He has broad experience working with clients on developing strategies for entity selection, retirement planning, estate and fiduciary-related planning and compliance, pass-through entity investment and ownership, estimated tax vs. tax withholding.
ServicesIndustriesJarrard, Nowell & Russell, LLC is a separate entity from Archer Lewis, LLC. Jarrard, Nowell & Russell, LLC provide attest and assurance services. Jarrard, Nowell & Russell, LLC create independent, objective assessments to give stakeholders confidence in financial reporting. Services include non profit audits, private company audits, employee benefit plan audits, reviews, compilations, agreed upon procedures, and prepared financials. These services are performed under professional standards established by the AICPA and require a high level of independence.
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Ulysses Yates
U.A. joined us as a partner in October 2015 when he merged in his accounting and tax practice. U.A. has more than 35 years of public and corporate accounting experience. He has been a business owner, a CFO, and a CPA firm Partner. U.A. spent the first seven years of his professional career working for two large regional CPA firms, doing tax return preparation. He then joined a former client, as their CFO and shareholder. After 10 years of rapid growth, he negotiated a sale to a publicly traded company. U.A. joined the public company, and for the next 6 years served as the director of east coast financial operations overseeing 17 locations. In 2008, he returned to public accounting and has been providing financial consulting, accounting and tax services to a wide variety of clients ever since. U.A. graduated from Towson University and is a member of the MACPA, AICPA & MSATP. U.A. and his wife Liz live on a small farm in the Hereford Zone. They have three grown children, two adopted children and five grandchildren.
Ulysses Yates
U.A. joined us as a partner in October 2015 when he merged in his accounting and tax practice. U.A. has more than 35 years of public and corporate accounting experience. He has been a business owner, a CFO, and a CPA firm Partner. U.A. spent the first seven years of his professional career working for two large regional CPA firms, doing tax return preparation. He then joined a former client, as their CFO and shareholder. After 10 years of rapid growth, he negotiated a sale to a publicly traded company. U.A. joined the public company, and for the next 6 years served as the director of east coast financial operations overseeing 17 locations. In 2008, he returned to public accounting and has been providing financial consulting, accounting and tax services to a wide variety of clients ever since. U.A. graduated from Towson University and is a member of the MACPA, AICPA & MSATP. U.A. and his wife Liz live on a small farm in the Hereford Zone. They have three grown children, two adopted children and five grandchildren.
ServicesIndustriesJarrard, Nowell & Russell, LLC is a separate entity from Archer Lewis, LLC. Jarrard, Nowell & Russell, LLC provide attest and assurance services. Jarrard, Nowell & Russell, LLC create independent, objective assessments to give stakeholders confidence in financial reporting. Services include non profit audits, private company audits, employee benefit plan audits, reviews, compilations, agreed upon procedures, and prepared financials. These services are performed under professional standards established by the AICPA and require a high level of independence.
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Deborah Santoni
Specializing in tax strategy and business growth.
Deborah Santoni
ServicesIndustriesJarrard, Nowell & Russell, LLC is a separate entity from Archer Lewis, LLC. Jarrard, Nowell & Russell, LLC provide attest and assurance services. Jarrard, Nowell & Russell, LLC create independent, objective assessments to give stakeholders confidence in financial reporting. Services include non profit audits, private company audits, employee benefit plan audits, reviews, compilations, agreed upon procedures, and prepared financials. These services are performed under professional standards established by the AICPA and require a high level of independence.
What we offer
Our services
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01
Tax
Tax planning works best as a year-round conversation, not a once-a-year filing. Archer Lewis advisors stay engaged with your business throughout the year, backed by 600+ specialists nationwide.
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02
Estate, Trust, & Gift
What you've built deserves a plan for what happens to it. Archer Lewis handles estate, trust, and gift tax work for business owners and families who want control over how their wealth transfers, and to whom.
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03
Federal, State & Local Tax
Federal, state, and local tax obligations don't slow down, and neither do we. Archer Lewis handles accurate, on-time filing across every jurisdiction where your business operates.
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04
Tax Authority Representation
Facing the IRS alone is a mistake. Archer Lewis stands between you and the tax authorities, handling audits, appeals, and collections so you don't have to.
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05
Tax Planning
Filing accurately is the baseline. Tax planning is what actually reduces what you owe: year-round strategy that shapes decisions before the tax consequences are locked in.
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06
Accounting
Accurate financials are the foundation for every decision a business makes. Archer Lewis keeps your books clean and current, giving you numbers you can rely on well beyond tax season.
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07
Bookkeeping
Accurate books aren't optional. They're the foundation of every good business decision. Archer Lewis handles your bookkeeping so your numbers are always current, clean, and useful.
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08
Advisory
Selling a business, planning an exit, restructuring, or preparing for growth are among the most consequential decisions an owner will make. Archer Lewis brings financial expertise and strategic clarity to these moments.
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09
Business Valuation
Most business owners don't know what their business is actually worth until they need to. Archer Lewis provides defensible, credible valuations for sales, succession, disputes, and planning, before the moment forces the question.
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10
Assurance
When lenders, investors, or regulators need confidence in your numbers, Archer Lewis provides the independent verification to support it, through audits, reviews, and compilations handled by specialists who understand what's at stake.
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11
Compilations
When you need professionally prepared financial statements but don't require independent verification: a compilation delivers exactly that. Accurate, professionally formatted, and appropriate for the situation.
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12
Review
A review provides meaningful independent assurance without the full scope of an audit, the right choice when your stakeholders need more than a compilation but an audit would be more than the situation requires.
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13
Private Client Services
High-net-worth individuals and families face financial complexity that extends well beyond an annual tax return. Archer Lewis brings together estate planning, family office services, and succession strategy to help preserve and direct your wealth according to your intentions.
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14
Financial & Income Tax Planning
Personal income tax for high-net-worth individuals isn't just a return: it's a year-round strategy. Archer Lewis integrates your income, investments, and business interests into a single tax-efficient plan.
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15
Succession & Transfer Planning
How your business or wealth transfers, to family, a partner, or a buyer, is one of the most consequential decisions you'll make. Archer Lewis builds succession plans that protect your value and give you control over what happens next.
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Industries we serve
Industries our Timonium office serves
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01
Government
Government entities and public agencies face audit requirements, grant compliance, and financial reporting standards that require specialists in governmental accounting. Archer Lewis serves government clients who need advisors that know the rules.
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02
Healthcare
Healthcare practices face reimbursement accounting, physician compensation structures, and practice valuations that most generalist firms handle poorly. Archer Lewis works with medical practices and healthcare organizations that need specialists.
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03
Professional Services
Law firms, consultancies, engineering firms, and other professional service businesses have their own financial complexity. Archer Lewis works with professional service firms that need advisors who understand how they operate.
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Small Business
Most small business owners handle their finances longer than they should. Archer Lewis takes it off your plate: bookkeeping, tax, payroll, and planning handled by a local team that knows your business.
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Timonium, Maryland
70 years of trusted advice. One conversation away.
Address
20 E Timonium Rd, # 301, Timonium, Maryland, 21093
Ready when you are
Sit down with an advisor who knows your business and stays with you all year — not just at tax time.
Also available
Other services at our Timonium office
- New Business Formation
- Business Advisory Services (general)
- Bank Financing
- Cash Flow Management
- Small Business Accounting