Tax Services
Tax planning, returns, and representation for individuals, businesses, estates, and trusts, in Virginia and other states.
Tax law changes every year, and the biggest savings usually come from decisions made well before April. We work with clients year-round and prepare returns for clients in Virginia and other states.
Tax Planning
We look at your income, investments, and plans for the next few years against current law, then recommend steps to take before the year closes.
- Individual tax planning
- Marriage and children, education costs, medical expenses, real estate, and retirement.
- Corporate tax planning
- Entity choice, timing of income and expenses, and compliance costs, from new companies to multi-state operations.
- Estate tax planning
- Planning around federal estate and gift tax rules, so more of an estate reaches the next generation.
Tax Preparation
Federal and state returns for individuals, businesses, estates, and trusts.
- Personal tax preparation
- Annual state and federal returns
- Quarterly estimated taxes and projections
- Representation before federal and state tax authorities
- Estate and trust returns
- Partnerships
- C and S corporations
Tax Consulting
Big decisions, like selling a business or buying property, have tax consequences. We help you understand them before you commit.
- Personal
- Return review, pension fund review, alternative minimum tax evaluation, tax credits and incentives, estimates and projections.
- Business
- Return review, mergers and acquisitions, inventory and accounting methods, succession planning, cost segregation studies, manufacturing deductions, leasehold improvements, credits and incentives.
- Estate
- Return and document review, estimates and projections, gifting strategies, fair market valuations, credits and incentives.
Frequently asked questions
How much does tax preparation cost?
It depends on the complexity of your return, the forms involved, the number of states, and whether it's individual or business. We'll give you a clear quote up front; contact us and we'll scope it for you.
When are taxes due?
Individual federal returns are generally due April 15 (or the next business day if that falls on a weekend or holiday), with an extension available to October 15. Businesses and estates follow different deadlines, and we track the ones that apply to you.
Can you handle multi-state or out-of-state returns?
Yes. We prepare individual, corporate, and multi-state returns for clients nationwide, including quarterly estimates and representation before federal and state tax authorities.
What's the difference between tax planning and tax preparation?
Tax preparation is filing an accurate return for a year that has already happened. Tax planning is the year-round work we do beforehand, analyzing your situation against current law to legally reduce what you owe. The biggest savings come from planning, not preparation.