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Tax · Individuals and families
Business owners, executives and families with rental property, equity compensation, multi-state income or assets abroad. We prepare the return and also plan the years ahead.
The forms and rules that come up most often in this practice.
What we handle
Your personal return is where your business, investments and family decisions all meet. We coordinate with your attorney and financial advisor so the tax effect of each move is understood before it is made.
For clients with homes or income in more than one state, we manage residency positions and credits, and we document them in case a state ever asks.
Speak with an advisorWhere we help
Coordinated planning across the company return and the owner's 1040.
Equity compensation, deferred pay and multi-state work.
Gifting, trusts and estate planning with your attorney.
Portfolios of rentals held in LLCs and partnerships.
Our approach
A secure organizer and checklist tailored to last year's return.
A projection and recommendations before year-end, while there is still time to act.
Returns prepared, reviewed by a CPA and walked through with you.
We answer notices and residency inquiries on returns we prepare.
Questions
If your question isn't here, call (703) 880-8412 and you'll reach a person.
Yes. Part-year returns and residency documentation are a core part of our individual practice, especially for moves in and out of New York, DC, Maryland and Virginia.
Yes. We prepare Form 1041 fiduciary returns and Form 709 gift tax returns and coordinate with your estate attorney.
Depending on balances, you may need an FBAR (FinCEN Form 114) and Form 8938. Penalties for missed reporting can be significant, and there are procedures for catching up. We'll review your situation.
Ideally by October. Many strategies, such as gifting, harvesting losses and timing income, have to be completed before December 31.
Latest updates
New 2026 brackets, standard deduction amounts and other inflation-adjusted figures, including changes from the 2025 budget reconciliation law, apply to returns filed in 2027.
Source: Journal of Accountancy
Related services
Streamlined Domestic Offshore Procedures (SDOP), Streamlined Foreign Offshore Procedures, late FBAR and international information return filings, and voluntary disclosure support for foreign accounts and assets.
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