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
Family Conversations on Retirement, Legacy, and Finances
Practical guidance for discussing retirement plans, support, and financial values with family before transitions occur.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Grantor Retained Annuity Trusts (GRATs)
Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.
401(k) vs. IRA: What You Should Know
Which is better: 401(k) or IRA? Maybe it shouldn't be an either/or scenario. Let's explore this retirement savings debate.
Legacy Planning in Retirement: Passing Down Financial Values
Use stories, gifting, and simple money habits to help your family inherit confidence, not just wealth, in retirement
Keep More, Grow More: 5 Tax-Efficient Investment Strategies
Ready to optimize your portfolio and reduce your tax burden? Discover 5 tax-efficient investment strategies that could help.
Risk Perspective
Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
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How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
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Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.