Year round strategy
A plan for the year ahead, not just a look back at last year.
Services · Tax Planning
Tax Planning Services in Northern Virginia
Tax preparation looks back. Tax planning looks ahead. We help business owners and individuals make smart decisions during the year that can lower what they owe. Serving Northern Virginia, DC and Maryland from Ashburn.
5.0 on Google28 reviewsStarting at$500
- Year round tax strategy
- Entity and salary review
- Estimated payment planning
- Year end tax moves
What's included
What our Tax Planning service includes
Entity & S corp salary review
Make sure your business structure and owner pay make sense for taxes.
Estimated payment planning
Pay the right amount at the right time and avoid surprises.
Retirement contributions
Review options that may lower your taxable income.
Big decisions
Plan the tax impact of hiring, equipment purchases and other major moves.
Year end review
Moves to consider before December 31 to reduce your tax bill.
How it works
Getting started is simple
- 01
Review your situation
We look at your income, business structure and goals.
- 02
Build your plan
We recommend specific steps and estimate their impact.
- 03
Check in
We revisit the plan during the year as things change.
Industries we serve
We work with businesses across Northern Virginia, DC and Maryland, including:
From our blog
Helpful guides
Quarterly Estimated Taxes in Virginia: 2026 Due Dates, Safe Harbors and Penalties
2026 federal and Virginia estimated tax due dates, who must pay, safe harbor rules, the new $1,000 Virginia threshold and how to avoid penalties.
Virginia Pass Through Entity Tax (PTET): Should Your Business Elect It?
How the Virginia pass through entity tax works, who can elect it, the deadlines and when it can lower federal taxes for business owners. Updated for 2026.
Virginia 529 Tax Deduction: How Much Families Can Save
How the Virginia 529 tax deduction works: up to $4,000 per account each year, the carryforward, the age 70 rule and how Loudoun families can save.
FAQs
Tax Planning questions
How is tax planning different from tax preparation?
Tax preparation files your return for a year that has ended. Tax planning looks ahead and helps you make decisions during the year that can lower what you owe.
When should I start planning?
The earlier the better. Many strategies need to be in place before the year ends.
Who benefits most from tax planning?
Business owners, self employed professionals and anyone whose income has grown or changed.
Do you also prepare returns?
Yes. We prepare individual and business returns.
When is the best time for year end tax planning?
October or November is ideal. There is still time to act on equipment purchases, retirement contributions and estimated payments before December 31.
Do you work with clients outside Ashburn?
Yes. We work remotely with clients throughout Northern Virginia, Washington, DC and Maryland.