The first consultation is free, and every engagement is priced to a fixed scope after we've seen your books — no surprise hourly bills. Most owners find that penalties avoided and tax planned more than cover the fee.

I already use QuickBooks. Do I still need a CPA?

Keep it — Joe is a Certified QuickBooks ProAdvisor and works inside your file. Software records what already happened; a CPA plans what happens next and signs the returns.

Someone already does my taxes. Why switch?

Bring last year's return to the free consultation. A second set of credentialed eyes costs you nothing — and if your current preparer did great work, we'll tell you that too.

Am I too small for a CPA firm?

No — small and medium-sized businesses are the entire practice, and start-ups are a core service. Setting things up correctly now is far cheaper than paying to untangle them later.

Will I actually be able to reach you?

Yes. Call or text (571) 200-4649 any time — the line is answered 24/7 and can book your consultation on the spot. You can also come by the office at Lake Center Plaza in Sterling.

My books are a mess. Is that a problem?

It's the most common way an engagement starts. There's no judgment here — we clean up messes for a living, and we've never met one we couldn't reconcile.

Tax Preparation & IRS Problem Resolution — Sterling, VA

Filing vs. planning

Anyone can file what you hand them. Planning is where the money is.

A preparer who sees you once a year in April can only record history. We plan your tax position through the year — entity structure, timing, deductions, estimated payments — so the return in April simply confirms a number you already expected.

What we handle

Business, personal, and problems — one firm for all three.

Business Taxes

Corporations, partnerships, and LLCs
Sales tax and personal property tax
Quarterly estimates and year-round planning
Returns built on books we keep, not a shoebox

Individual Taxes

Prepared and e-filed for you — online, start to finish
Deduction review software misses
Multi-state filings (VA, MD, DC)
Free second opinion on last year's return

IRS & State Problems

Notices read, answered, and resolved
Back taxes and delinquency negotiation
Payment plans arranged
We deal with the IRS so you don't have to

Got a letter from the IRS or Virginia Tax? Don't call the number on the notice yet. Most letters have a deadline and a straightforward fix — but the wrong first response can cost you. Bring it to a free consultation and we'll tell you exactly what it means and what to do.

Filed an extension this year? The October 15 deadline is closer than it feels, and preparers book up in front of it. Get on the calendar now and file with room to spare.

Dates that matter

Federal, Virginia and Loudoun County filing dates.

The standard dates. When one falls on a weekend or holiday it moves to the next business day, and some change year to year, so confirm with us before you rely on one.

Date	Who	What is due
January 15	Federal · Virginia	Fourth-quarter estimated tax payment for the prior year.
January 31	Federal	W-2s to employees and 1099-NECs to contractors, and filed with the IRS and SSA.
March 1	Loudoun · Fairfax	Business license (BPOL) renewal and gross-receipts report.
March 15	Federal	S-corporation (1120-S) and partnership (1065) returns, or the extension.
April 15	Federal · Virginia	Individual (1040) and C-corporation (1120) returns, first-quarter estimates, IRA and HSA contributions; Virginia pass-through entity return (Form 502).
May 1	Virginia · Loudoun · Fairfax	Virginia individual return (Form 760) and payment; business tangible personal property returns.
June 15 · September 15	Federal · Virginia	Second- and third-quarter estimates. September 15 is also the extended deadline for S-corporation and partnership returns.
October 15	Federal	Extended individual and C-corporation returns.
November 1	Virginia	Extended Virginia individual returns.

Clients on a monthly plan don't track these: we file them. Book a free consultation →

Questions

Before you book.

What does tax preparation cost?

It depends on the return's complexity, and you'll get a fixed quote at the free consultation before any work starts. No surprise bills.

I use TurboTax. Why pay a CPA?

Software asks questions; it can't spot the ones you didn't know to answer. A CPA reviews your whole position — entity, timing, deductions — and signs the return. A single missed deduction can cost more than the preparation fee.

I haven't filed in a couple of years. Can you help?

Yes — without judgment. We prepare the back-year returns, negotiate the delinquency with the IRS or state, and set up a payment plan if needed. The sooner you start, the less it costs.

Can you handle both my business and personal returns?

That's the ideal setup — they affect each other, and planning them together is where most savings come from.

Free consultation

Pick a time. Bring the return — or the letter.

Thirty minutes with Joe at our Sterling office or by phone. You'll leave knowing where you stand, what it should cost, and what a plan looks like.

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Get my free second opinion.

Bring last year's return or the IRS letter. Free, no obligation — or call or text (571) 200-4649, answered 24/7.

Book a Free Consultation

Call or text (571) 200-4649 — answered 24/7