Individuals and families
A CPA for your household, every year
From a first W-2 to stock options, rental property and a growing family. Your return done right, explained clearly, with advice for the year ahead.
Who we typically help
- Professionals with W-2 income, investments and employer stock (RSUs and ESPPs)
- Families with children, childcare costs and education expenses
- Homeowners and landlords with rental property
- People who moved to or from Virginia, or who work in DC or Maryland
- Retirees with pensions, IRA distributions and Social Security
- Anyone who received a letter from the IRS or Virginia Tax
How we help
- Federal and Virginia returns, prepared and reviewed by a CPA
- Tax planning before December 31, when decisions still count
- Withholding checks so you’re not surprised in April
- Help with IRS and Virginia Tax letters
Life changes worth a conversation
Marriage, a new baby, buying or selling a home, a new job with equity pay, an inheritance or retirement can all change your taxes. Tell us before year-end and we can help you plan for it.
Getting ready to file? Start with our tax document checklist and the 2027 tax calendar.
Questions from individuals and families
Is my return too simple for a CPA?
Even simple returns benefit from a second pair of eyes for missed credits and deductions. A CPA is especially worth it when you have investments, stock compensation, rental income, a move between states, a big life change or a letter from the tax authorities.
Can you prepare returns for my whole family?
Yes. We can prepare returns for you, your spouse and family members, including college students and parents.
Do you only work with people in Ashburn and Broadlands?
Although we are based in Ashburn, our services aren’t limited by geography. We are happy to work with clients across Virginia and beyond, where permitted.