Tax Services
Tax Planning in McLean, VA
Year-round tax planning for individuals and businesses in Burke, Fairfax, Arlington, and the DC metro.
Tax preparation looks backward; tax planning looks forward. The savings available in December are gone by April. We work with individuals and business owners across Northern Virginia, Maryland, and Washington DC throughout the year, so decisions about income, retirement, equipment, and entity structure are made while they still change the outcome.
What planning covers
Estimated tax calibration so you're neither lending the IRS money nor facing penalties. Retirement plan selection and contributions — SEP, SIMPLE, solo 401(k) — sized to your income and deadline. Timing of income and expenses for cash-basis businesses. Equipment purchases and depreciation decisions. Charitable strategies. And for owners, the recurring question of salary versus distributions.
For businesses approaching a sale, a partner change, or a big hiring year, we model the tax consequences before the transaction — not after the paperwork is signed.
The rhythm
Planning works on a rhythm: a mid-year check-in to see where income is heading, and a year-end session to make the moves that still matter. Between sessions, your estimated payment calendar keeps the year on track.
Clients who plan with us consistently report the same result: no April surprises. The bill arrives looking exactly like the estimate they approved in December — which is the whole point.
Plan Ahead, Pay Less — Legally
The best planning happens before year-end. Book a free consultation and put your tax calendar in motion.
Book a Free Consultation