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3 More Reasons Why More Northern Virginia Families Don’t Have Estate Plans

The Winter Olympics are finished and we are fully immersed in our tax preparation process. We've been enjoying the opportunity to reconnect with so many longtime friends from Northern Virginia who trust us with their most sensitive financial details -- and we don't...

Why Northern Virginia Business Owners Should Excel in Year-End Giving

I wrote something similar to what I'm about to offer you today for our individual/family clients recently, but it occurred to me this morning that YOU, as a successful Northern Virginia business owner, might especially benefit from the perspective that I'd like to...

Why Price Reductions are Bad Positioning for (Almost) Any Business

Our hearts remain with those in Houston and, now, South Florida, who has been dealing with such a massive disruption of their lives -- and during a time of year that is already one of the busiest. The IRS has set up a "catch all" page for those cleaning up from...

Delayed Gratification: Staying Focused to Get Ahead (Later) in Northern Virginia

For sports fans, that was quite a run last week. The NHL crowned its champion (and the nation's capital seemed like it was one massive street party for the weekend), the rest of the NBA conceded to the Golden State Warriors, and we witnessed another Triple Crown in...

Effective Meetings Guidelines For Northern Virginia Companies Looking For Efficiency

Well, I don't want to alarm you but the chances are good that we DON'T have to meet anytime in the next couple weeks, as we move towards tax season.(That is, unless something has changed with your Northern Virginia business, and you need our help. Give us a call:...

How To Manage Money For Northern Virginia Millennials

I'll tell you what... The month of May is beginning to look a lot like December. Definitely not because it's cold out there, but with so much "end of school year" stuff happening these days, from graduation parties (ranging from pre-k "graduations" all the way up...

Strategizing Your Northern Virginia Business’s Cash Flow Plan For 2019

2018 is FINALLY over, and we have a brand new year ahead of us ... and it feels pretty great. The year ahead is full of possibilities for your Northern Virginia business, and we are so privileged to walk alongside you in the financial aspects of these...

Solving Problems in Northern Virginia Businesses with Effective Solutions

There's this idea out there among many wannabe Northern Virginia business owners that they have to come up with the next completely fresh idea in order to have a great business. Shows like Shark Tank (which I love) go towards creating this kind of mindset -- although...

The Pareto Principle And Your Company’s Work Cycle

Slogging through the summer, and with the weather still hot, it can be really tempting to sort of press cruise control for the month of August until Labor Day hits us, and *then* really put that nose to the grindstone. But could it be that a rhythm of working a little...

Four Tips For Northern Virginia Couples To Make Money and Marriage Work Together

It seems like crooks these days keep finding new ways to trick people here in Northern Virginia into giving them more money. And no, I'm not talking about Congress. Last week, for those of us in the tax professional world in Northern Virginia who are paying attention...

How You’re Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!