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
Helpful Content
Prepare for Unexpected Expenses in Retirement
Learn how to safeguard your retirement from hidden costs and surprises with helpful tips and retirement planning strategies.
Rollover Unused 529 Funds to a Roth IRA
The SECURE Act 2.0 created a provision that allows unused funds from a 529 college savings account to rollover to a Roth IRA.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
Counteracting Capital Gains with Tax-Loss Harvesting
You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
Tax Strategies for Retirement Account Withdrawals
Retirement accounts come with plenty of benefits, such as tax deductions, and a generally high return on investment.
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
What If Your Kids Decide Against College?
Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.
Retirement & Rising Costs: Managing Inflation Risk
Inflation affects every retiree. Discover smart ways to manage rising costs and keep your retirement plan on track.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
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Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
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Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.