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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

Helpful Content

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Historical Inflation

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What Rate Would I Need to Earn on My Savings?

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

 

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.

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A Quick Guide to Charitable Trusts

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Roth IRA for Kids

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Compare different mortgage term lengths side by side to find the option that fits your budget.

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

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See how long your current savings might last if a disability interrupted your income.

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Timing Your Retirement

This short video illustrates the importance of understanding sequence of returns risk.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!

Stay Safe with a Business Owner's Policy

Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.

When Markets React

When markets shift, experienced investors stick to their strategy.

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