Client Services

Business Tax Preparation

We offer compliance services for preparing and electronically filing individual, LLC,  S-Corporation and C-Corporation income tax returns and related state returns.  We also can assist and/or prepare annual personal property returns for Virginia and Maryland.

We help to position and educate our clients for the best tax outcome possible. We provide ongoing or year-end tax consulting related to retirement contribution needs, tax loss harvesting analysis and recommendations, income tax liability projections, or advice on certain tax positions.

Business Tax Planning

We help to position and educate our clients for the best tax outcome possible. We provide ongoing or year-end tax consulting related to retirement contribution needs, tax loss harvesting analysis and recommendations, income tax liability projections, or advice on certain tax positions.

Individual Tax Planning

We offer after-the-fact accounting services to ensure your books are closed and your financials are accurate, timely and make sense. We service small to mid-sized businesses with everything from accounting review to staff training and temporary fulfillment. Browse our list of accounting services to see how we can help.

Business Accounting Services

We understand that your business is not “one-size fits all,” and work to provide value-added advice, operational recommendations, improved efficiencies,  cost savings, and more.

Our consulting engagements have included the creation of cash flow models, creation or recommendations to operational manuals, assessment of current finance staff inner structure, internal control review, implementation of third-party add-on applications (QuickBooks Desktop and Online only), chart of account restructure, and advanced QuickBooks reporting needs.

Business Advisory Services