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CLIENT SERVICES Accounting and Auditing Servicing small and medium sized organizations Controllership and Bookkeeping services Review and compilations, interim financial reports New company/start up consultations and formations Payroll Services Not-for-Profit accounting services Tax Services Personal, Not-for-profit, Corporation, S-Corporation and LLC income tax preparation Trust and Estate accounting and tax services Representation before IRS Free Electronic Filing What you will need to bring to your tax appointment/meeting How to obtain a tax organizer Pay the IRS Electronically Mortgage Services Purchase and refinance loans for primary home and investment properties Free Pre-Qualification Letter Investment Services Mutual Funds Self Employed Retirement Accounts, IRAs and 401K Plans and Rollovers Annuities U.S. Treasury and Corporate Bonds Individual Stocks Tax Free Municipal Bonds

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Office Address: 555 Grove Street, Suite 210 Herndon, Virginia 20170 Phone - 703-437-1040 Fax - 703-437-1145 eFax - 703-935-3063

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