OLD TOWN TAX PLANNING
Tax Preparation and Planning for Northern Virginians
Why is North Virginia tax prep so complicated?
There are a few reasons it can get tricky. For example, if you:
Exceed $240k in
household income
Have to file multiple
tax schedules
Make money from
3+ sources
Own assets in
multiple states…
… Generic or uninformed tax planning can cost tens of thousands.
Old Town Tax Planning handles NOVA’s tax challenges, like:
Federal Pensions
Multi-state compliance to avoid penalties
High-value real estate
High Required Minimum Distributions (RMD) due to large balance TSPs, 401(k)s or IRAs
Want to keep more of your money working for YOU?
Tax Prep Services here in NOVA
Individual Tax Preparation and Filing
The more successful your career, the more complicated your taxes. We handle federal pensions, TSP distributions, investment income, business taxes, and rental properties. We also handle the compliance headaches of owning assets in North Virginia, D.C. and Maryland.
Lifetime Tax Planning and Strategy
Stop reacting to tax surprises. We forecast the impact of your financial decisions before you make them — whether it’s IRA withdrawals, stock sales, or real estate moves. Year-round partnership means strategic planning throughout your 20+ year retirement horizon, instead of scrambling in April.
Want to see if Lifetime Tax Planning™ can save you money year-round?
Multi-State Tax Compliance
Living in NOVA while managing income across state lines? We handle Virginia, D.C., and Maryland filings plus the reciprocity rules connecting them. No double taxation. No compliance gaps. Specialized knowledge for a region where crossing the Potomac means crossing tax jurisdictions.
Investment and Capital Gains Tax Advice
For when one capital gains decision can cost tens of thousands. We help you keep more of your returns.
Estate and Gift Tax Planning
You built your wealth through careful strategy. Your family can benefit from the same. We design plans that minimize estate taxes while achieving your legacy goals — from annual gifting to advanced trusts (GRATs, FLPs, charitable vehicles).
Trust Tax Compliance and Administration
We handle the technical parts of Form 1041 and trust tax returns. No surprises or missed opportunities.
Business Succession and Entity Formation Planning
Still involved in your business or rental properties? The right entity structure (LLC, S-Corp, partnership) can help minimize your tax burden. We design succession strategies that transfer ownership efficiently without increasing your tax burden.
Meet your tax prep team in North Virginia
I help NOVA residents over 50 keep more of what they’ve worked hard for.
You built your wealth step by step.
A promotion here, a rental property there. Business ventures that finally worked out. You’ve worked hard, and made smart decisions. But the better your choices, the more complicated your taxes.
Now? You find yourself staring at 20+ pages of tax returns, wishing you were doing anything else but this.
We’re here to take that off your plate.
How to get started with us
Click below to book a quick call with us. We’ll get to understand your situation, answer your questions and see if we fit.
If you decide to move forward, we’ll walk you through everything to get you set up — including pulling your info from your current tax provider. We make this as straightforward and painless as possible.
We’ll handle it from here. We’ll be in contact every step of the way to keep you in the loop.
Prefer to send us an email?
Just fill out the form below and hit “Send”
Contact Old Town Tax Planning
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