Best Financial Advisors in Alexandria, VA

For corporate tax preparation meetings, please ensure that you have sent us your bookkeeping at least fourteen days in advance of your meeting. If not, please call us to re-schedule as we need this lead time in order to prepare. You can send us your bookkeeping in whatever format you normally use:

This entirely depends on the language. We are able to easily de-code documents in Spanish, French and German due to the fact that we work with clients who speak those languages on a very regular basis. However, in the case of documents in other languages, please bring in or attach some kind of explanation of the documents. We ask for this in order to ensure accuracy.

We cannot release any information to a third party unless the client fills out and signs the form titled Consent For Disclosure of Tax Information Pursuant to IRC Section 7216, which can be found on our resources page. Please send this back to us via mail, e-mail, or fax.

Payment is due when services are rendered. Therefore, clients ought to pay for a consult before leaving our office, or upon picking up their tax returns.