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
Buying a Vacation Home? 5 Questions to Consider First
You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
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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5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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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?”