About the Business
- Whether your goal is to save for retirement, take a vacation, pay off debt, start a business, purchase investment property or even lower your tax liability, we are here to customize a plan that fits your needs. Our business name exudes the type of relationship we want to establish with our clients. A lifetime relationship while using a 360 Approach which focuses on every single aspect of your finances.
- Taxes is extremely important since over 30% of your finances may be dedicated toward federal, state taxes, Social Security, and Medicare.
- Personal Finance: We specialize in devising a plan to help you reach your personal financial goals in the areas of savings, debt, credit management, and retirement planning.
- Bookkeeping and Accounting Services: We specialize in preparing and processing financial statements and manage your income expenses.
- Tax Preparation: We specialize in individual and corporation tax preparations and filings and back taxes.
- We offer electronic filings in all 50 states and also can set you up with a virtual tax appointment.
- Business start-up services: Legal entity selection, and incorporation.
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- Nesha Lopez is a highly skilled and experienced accounting and Certified Financial Planning Counselor professional with solid experience in her professional services industry. Her expertise covers several areas, including taxation and IRS liaison, money management & personal finance. Ms. Lopez prides herself on distinguishing herself from competitors by offering tax planning to assist individuals in minimizing their tax liability, being an accountability partner for her clients to help them meet their short and long term financial goals, and using a holistic approach to focus on every aspect of an individuals life that may impact their financial future (i.e. marriage, college planning, having a baby, saving for retirement, taxes).
- (703) 573-1799
- 6801 Richmond Hwy, Alexandria, VA 22306
- Visit Website
Opening Time
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Mon
10:00 AM - 5:00 PM
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Tue
10:00 AM - 5:00 PM
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Wed
10:00 AM - 5:00 PM
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Thu
10:00 AM - 5:00 PM
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Fri
10:00 AM - 5:00 PM
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Sat
Closed
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Sun
Closed