Tax Return Preparation

We have the expertise and experience to provide you with the services that you need. Dedicated to keeping our tax preparation skills honed with continuing education courses throughout the year, we are highly qualified to prepare all federal tax returns and all fifty states.

Our goal is to make the preparation process as easy as possible for you and minimize your tax liability to the least amount legally possible. Your tax preparation interview can be conducted either in person, encrypted e-mail, or secure portal (client login link, upper right hand corner) – whichever is most convenient for you.

While source documents are a necessity, we also highly encourage the use of Tax Organizers. The value cannot be overstated. They serve as a backup to your documents should there be any confusion, and most importantly lessen the chance that any item of income or expense is missed.

Tax Planning, Research and Consulting

We handle projections, scenarios, tough questions, and maybe some not so tough, but just to be sure questions. Always feel welcome to ask before making a financial move that can affect your tax return.

IRS Tax Problems

Receiving a Notice or letter from the IRS can be a chilling event. However, dealing with the IRS is a journey that need not be traveled alone. As a firm founded by an Enrolled Agent, we hold one of only three credentials (EA, CPA, Attorney) that have unlimited practice rights on any tax matter, and before every level and office of the IRS. Unlike CPAs and Attorneys, Enrolled Agent required training and continuing education is focused entirely upon federal taxation, tax planning, and IRS Representation. Because of this an Enrolled Agent may be the most effective professional to deal with IRS issues and problems.

A trained professional, skilled in analyzing transcripts, and with knowledge of the boundaries and procedures of the IRS, is vital in bringing your case to resolution. The ability to dissect the information contained within transcripts is perhaps the greatest skill a true professional brings to the table.

Going further, the first step in any resolution process is to have a complete understanding of the depth and breadth of the problem and position the IRS has taken. This is accomplished through the gathering of the aforementioned transcripts, a history of the case from your point of view, and a thorough financial analysis of all assets and income. This will let us know if and how we can truly be of service to you. This will also reveal the correct methods and path to resolution.

Additionally, this approach protects you from unscrupulous companies promising ” pennies on the dollar” for unconscionable upfront fees and irrational “resolutions”. The most common and egregious “promise” is the infamous Offer In Compromise. The requested OIC is common. The accepted OIC is rare. Quite often, even if the taxpayer qualifies for an OIC, it’s often not the most advantageous resolution.

Wouldn’t you agree, it’s simply common sense to diagnose before prescribing?

We are Loudoun County, VA based federally authorized tax practitioners with the tools, experience, and discretion to best serve your needs. It’s our mission to put the pain and worry in the past, and help get your life back on track toward peace and a brighter future.

To get started, give us a call at (703) 909-1802 or fill out the contact form and we will be in touch.