File with confidence.
Plan with purpose.

Full-service  tax preparation and planning for Individuals and Companies

ABOUT COMPLETE TAX SOLUTIONS

Stress-Free Tax Prep with Real Savings

We combine accurate filing with proactive planning for individuals and small businesses.

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Personal Tax Preparation

W-2s, 1099s, credits, multi-state returns — done accurately and on time.

Business Tax

Corporate/partnership returns, quarterly estimates, entity setup & advisory.

Tax Planning

Proactive strategies to legally minimize taxes throughout the year.

Our Most Requested Services: Personal TaxBusiness taxEstate Tax

Full-service preparation and planning — organized document checklist, accurate e-filing in all required jurisdictions, maximized eligible deductions & credits, and year-round support for IRS/State notices.

OUR SERVICES

What We Provide

Practical, year-round tax support for individuals and small businesses. We organize your documents, prepare and e-file accurate returns in every required state, and build compliant, tax-smart plans so you keep more of what you earn. If the IRS or a state writes to you, we’re there to help you respond with confidence.

Tax services

We deliver innovative, compliant tax planning and advisory for businesses and individuals—tailored strategies that optimize taxes, reduce risk, and keep you ahead of the rules, at home and across borders, year-round. Always.

IRS Payment plan

We evaluate your finances, set an affordable monthly payment, and prepare a compliant installment agreement—streamlined, short-term, or partial-pay. We negotiate with the IRS and handle reminders, notices, and plan updates.

Strategic Planning

Strategic mid-year and year-end tax planning to reduce taxes. We model entity choice, S-Corp salary vs. distributions, QBI options, and what-if scenarios and timing, savings vehicles, and safe-harbor estimates per IRS rules.

Advisory services

We help small and midsize businesses turn challenges into opportunities with strategic financial guidance. From securing capital to investor-ready financials, we act as a hands-on partner focused on sustainable growth & ROI.

IRS Audit Defense

We represent you before the IRS from first notice through resolution: respond to IDRs, collect and organize documents, attend conferences, and work to minimize or eliminate proposed adjustments and penalties. We do the rest.

Amended Returns

We review your filed return, confirm what needs correction, and prepare an accurate amended return (Form 1040-X) with required schedules. We submit and track it, keeping you updated on refunds, balances, and any IRS notices.

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Happy Clients

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Team Members

OUR TEAM

Meet With Experts

Three partners. One elite standard of service.
Big-firm expertise with boutique attention—decisive, proactive, accountable.
We solve complex tax issues, protect you with compliant strategies, and deliver measurable savings.

David Morgan

Tax Advisor

Lena Strizhak

Senior Tax Advisor

Elissa Parker

Financial Consultant

Anna Miller, Reston

Marketing Manager

My return was prepared in under a week. The team found credits I didn’t even know I qualified for and e-filed everything. Clear instructions, precise calculations, and fast answers—I’ll be back next year

David Carter, Alexandria

LLC Owner

They helped me elect S-Corp status, filed Form 2553, set a reasonable owner salary, and planned my quarterly estimates. Everything was explained in plain English with a year-round plan. I finally feel in control of my taxes.

Elena Harris, Springfield

Analyst

I received an IRS notice with a balance due and panicked. They investigated, prepared a 1040-X with a cover letter, got part of the amount removed, and set up an affordable payment plan. Calm, confident support from start to finish.

TESTIMONIALS

What Our Clients Say

Fast turnarounds, maximized savings, responsive support.

Our Partner

CASE STUDIES

Let’s See Our Latest Project

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Permissive Tax Planning

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Purposive Tax Planning

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Short-range Tax Planning

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Still have questions?Book a consultation and get clear next steps for your taxes.

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