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6007 Lebanon Drive
Falls Church, VA 22041

Terry L. Jones, CPA, LLC

703-671-7050

 
Bull and Bear Go To Market Preparation is the Key to Retirement Retirement Accounts When You Change Your Job Timing Your Retirement

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

Are You Prepared for an Estate Tax Sunset?

Are You Prepared for an Estate Tax Sunset?

The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold.

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Surprises

Making the most of surprises is a great reason to work with us.

Tax Freedom Day

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

 

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Strategies for Managing Student Loan Debt

Five strategies for managing your student debt.

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

Personal Finance Calendar

Use this handy calendar to remember the year’s most important financial dates.

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Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Saving for College

This calculator can help you estimate how much you should be saving for college.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

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Emerging Market Opportunities

What are your options for investing in emerging markets?

Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

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