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Welcome to our website! Bookmark this site and come back often for news and tax planning tips in our newsletter section. You can also check your refund status right on our website!
We have been working closely with individuals and businesses for many years to help them achieve their financial goals. Our experience includes tax planning and compliance services for individuals and businesses, as well as extensive work in expatriate and foreign national taxation.
Our goal is to provide clients with highly personalized tax, accounting, and financial advice. By performing the best service possible at affordable fees, we have formed countless rewarding business relationships throughout the world and have helped our clients grow and prosper.
We would welcome the opportunity discuss your personal or business situation with you and assist you with your tax and financial needs. Please email email@example.com call us at (703) 671-7050.
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Member : American Institute of CPAs, Virginia Society of CPAs
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Overview of Medicare Advantage, what’s in them, special rules, and more.
How long does a $20 bill last?
Here are some simple and inexpensive energy-saving tips that may help you save money.
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Learn about clauses in the SECURE Act that affect 401Ks, students, and families.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator can help you estimate how much you should be saving for college.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares the financial impact of leasing versus buying an automobile.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Estate conservation is too important to put off. Do you have a smart exit strategy?
There are three things to consider before dipping into retirement savings to pay for college.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?