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6007 Lebanon Drive
Falls Church, VA 22041

Terry L. Jones, CPA, LLC

703-671-7050

 
When Markets React Behavioral Finance Should You Tap Retirement Savings to Fund College? Should You Ever Retire?

Welcome to our web site

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 terry@terryljonescpa.comor call us at (703) 671-7050.

Thanks again for visiting our website!

Member : American Institute of CPAs, Virginia Society of CPAs

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My Retirement Savings

My Retirement Savings

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Extended Care: A Patchwork of Possibilities

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Historical Inflation

See how the purchasing power of a dollar has changed over time due to inflation.

 

The Pros and Cons of an NUA Strategy

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A Quick Guide to Socially Responsible Investing

Want to contribute to a better world and grow your wealth? Learn how in this quick guide to socially responsible investing.

Building a Financially Informed Legacy

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Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

How the SECURE Act 2.0 Changed RMDs

Understand how SECURE Act 2.0 affects RMDs and how using a QCD can possibly benefit both taxes and charitable goals.

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

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Student Loan Payoff Calculator: Extra Payments Can Save You

See how extra payments toward your student loans could shorten your payoff timeline.

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Work backwards from your savings goal to find the rate of return you'd need to get there.

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Estimate total wedding costs and see how different choices affect your overall budget.

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Compare the long-term financial outcomes of renting versus buying a home.

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Estimate how much home may fit within your budget based on income and expenses.

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Use the Rule of 72 to estimate how long it takes your money to double at a given rate.

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Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

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