Broker Check

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

Emerging Market Opportunities

Emerging Market Opportunities

What are your options for investing in emerging markets?

Consider These 3 Things Before Driving Off the Lot

Consider These 3 Things Before Driving Off the Lot

Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.

Retirement Savings in Three Phases of Retirement

Retirement Savings in Three Phases of Retirement

It’s vital to think about your retirement in these three key stages, so you can adequately plan for each.

 

How to Read Your Credit Report

Solve a mystery while learning how important your credit report is with this story-driven interactive.

Medicare At 65+

65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.

What You Need to Know about Tax-Loss Harvesting

While tax-loss harvesting won't eliminate your taxes, it may offset what you owe on your taxable investment accounts.

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

White Elephant Inheritance

This article deals with how one might deal with a burdensome inheritance.

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

View all articles arrow

Taxable vs. Tax-Deferred Savings

Compare how the same contribution grows differently in taxable versus tax-deferred accounts.

My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.

Credit Card Payoff

Find out how long it may take to pay off a credit card balance and what it costs in interest.

How Much Home Can I Afford?

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

How Compound Interest Works

Explore how compound interest can grow your money over time with this interactive tool.

What Is the Dividend Yield?

Calculate the dividend yield of a holding and see what that means for income over time.

View all calculators arrow

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Retirement Plan Detectives

Watch this fun video for tips on how to search for missing money.

Consider These 3 Things Before Driving Off the Lot

Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.

Emerging Market Opportunities

What are your options for investing in emerging markets?

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

View all videos arrow