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
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Retirement Is a Beginning
Key questions to answer when you are considering retirement.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
6 Habits to Help Preserve and Encourage Generational Wealth
Six essential financial habits to protect wealth and create a legacy that lasts for generations.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
Should I Accept a Free Credit Lock?
Learn the ins and outs of credit locks, freezes, and more.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
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The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
College Savings
See how much you may need to save now to cover future college costs for your child.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
View all calculators
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.