Professional tax services for discriminating clients.
Serving Northern Virginia and the nation.

Tax Planning

Many financial decisions have tax implications, and you should understand them well in advance in order to make intelligent choices. Some areas where the tax impact could affect your decision are:

  • property ownership and transfer
  • gifts and bequests
  • retirement funding
  • insurance
  • timing of major transactions

When we prepare your income tax return, we'll offer observations and suggestions on the tax issues raised in the return.

We're also available for more complex tax planning, whether or not we prepare your annual returns. We provide tax planning services to individuals and small businesses on an hourly basis.