Our Clients
DMV Residents
If you're outside the DMV for the foreseeable future, then we probably won't be a good fit. If you're not here yet, but on your way...let's talk!
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Seniors and Retirees
If you miss the Reagan era, when a handshake and your word sealed the deal, you'll feel right at home with us. We offer modern solutions, like digital signatures and client portals, but we're just as happy to sit across from you in our office and talk about how awkward that David Bowie & Bing Crosby Christmas duet was (although, we admit - we did not see it live).
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Estates and Trusts
We have extensive experience providing professional services to Estates and Trusts in DC, Maryland, and Virginia. Whether you need an estate administrator, a private trustee, or fiduciary income tax returns - we're here to help.
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Rude People
Just kidding. We don't work with rude people. If you are rude or disrespectful to anyone on our team... expect to get a disengagement letter.
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Integrated Solution Seekers
If you love the idea of having one trusted team handle all your legal, tax, and investment needs - so you don't have to juggle it - then you're in the right place.
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No Partnerships or Corporations
We currently do not work on partnership or corporate returns.
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No Multi-State K-1's
We currently do not work with partners/shareholders with filing requirements in multiple states.
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Pricing
Form 1040 (Individuals)*
Our fees usually range from $1,200 - $1,600.​
​​​​Form 1041 (Estates & Trusts)*
Our fees usually range from $1,800 - $2,500.​
​​​* Tax preparation services are included at no additional charge for our investment management clients.
"See store for details."
​​Why we may be more expensive than other professionals in the area:​​
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We are fiduciaries - we do the right thing
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We value response times and communication
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We know our stuff and stay in our lane of expertise​​