Alexandria Tax & Bookkeeping

An IRS Enrolled Agent with 38 years of experience in accounting, income tax and bookkeeping runs this tax and accounting practice in Alexandria, Virginia. The practice works as a virtual accountant and tax preparer, taking on the bookkeeping and tax work of individuals and small businesses in the Washington DC metro area and beyond.

Personal tax returns and tax letters

For individuals, the practice prepares current year and prior year tax returns, amended returns and tax planning. It also responds to letters from the IRS and from state or local tax authorities, which is often the most stressful part of a tax problem. Owners of rental property, including people who let homes through short-term rental platforms, are among the clients the practice names.

Outsourced bookkeeping for small businesses

Small businesses can hand their bookkeeping and income tax preparation to the practice. The practice says that this outsourcing lowers administrative costs, and it keeps records so that owners can manage their financial information with confidence. Financial statements are prepared for loan applications, for tax preparation or for government contracting, depending on what the client needs.

State and local tax matters

Business clients also bring state and local questions, including taxes on sales, property and corporate income. These matters often arise alongside federal filings, and the practice handles them as part of the same engagement.

Remote and on-site service

Services are available remotely or on site. Clients can reach the practice by phone, email, fax, Zoom, mail or over the internet. Meetings in the DC metro area can be arranged at a time and place that suits the client, so that business owners can concentrate on running their company while the practice takes care of the books and the tax returns.