Personal Tax Accountant

Tax Planning & Wealth Management

A responsible and knowledgable approach to your finances is crucial to managing your wealth effectively. If you file your taxes late or incorrectly according to the current tax laws, you may be required to pay burdensome fees. If you have limited knowledge of your finances, you may harm your ability to save for your family’s future or your retirement. If, however, you partner with a certified public accountant, you can ensure your taxes are filed correctly and that your family has a healthy and secure financial future.

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Contact

John Wall, CPA
10432 Balls Ford Rd #300
Manassas, VA 20109

johnwall@johnwallcpa.com
(703) 399-1381

Tax Preparation
& Planning Services

We prepare and file your required income tax returns for both federal and state level tax. Before the tax filing season, we will send you a tax organizer, a tool that will help you gather the documents needed to prepare your tax returns. We are always available to answer your questions concerning tax issues and changing tax codes.

Throughout the year, we are available to answer your questions about revenue recognition, claiming deductions, or other concerns you may have. We prepare tax projections when necessary and help you calculate your quarterly estimated taxes.

If you have received an audit notice or other kind of notice from the IRS and/or a state taxing agency, we can represent you before the IRS or the state, or will connect you to one of our partnering firms to resolve the issue.

We work with several licensed financial advisors who can help you make informed investment decisions and retirement planning strategies, calculating the tax effects of making retirement plan contributions.

Tax Returns

Begin Your Tax Preparation Now

Don’t wait until the last minute this year—master your taxes with a professional CPA to guide you through the process. Schedule a consultation with John Wall, CPA to start your tax preparation.

Long-Term Planning

At John Wall, CPA, we believe acknowledging your financial situation empowers you to make informed long-term financial decisions. Knowing your available tax deductions and current tax requirements, you can answer some questions you may have about your future. First, we ask you to answer some questions that will clarify your goals. Then, we help you understand the related tax requirements, deductions, and implications of the necessary activities required to accomplish those goals.

  • Do you ever plan on going back to school?
  • Do you need to plan for your children’s college education?
  • Would you like to start a business or will you remain an employee?
  • Should your business hire additional staff?
  • Is your current business structure the right structure?
  • At what age would you like to retire?
  • What are the differences between a Roth IRA, IRA, 401K, and other retirement plans?
  • Are you living in your forever home or will you move when you retire?
  • Can you afford to buy a house now?
  • Is it the right time to downsize?
  • Can you afford to make a large donation?

Answering these questions allows us to help you create financial strategies and solutions that will get you one step closer to accomplishing your financial goals.

Master Your Finances

Schedule a consultation with John Wall, CPA to discuss the best tax strategy and financial plan for you or your business.