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Individual Services

At Pro Finance, a Washington DC metro area CPA firm, we provide a wide variety of tax management and financial planning services tailored to meet the needs of our individual clients. Through continued training, we are committed to providing our clients with tax planning strategies to minimize your tax liability. Our services are designed to make the entire process easy for you.

We provide the following services:

  • All Tax Services -- individual tax preparation
  • Electronic tax filing
  • Tax planning
  • IRS problem resolution
  • Personal financial statements
  • Budgeting
  • Alternative minimum tax planning
  • Retirement planning
  • College savings programs

To learn more about how we can assist you, call us at 301-610-9966 and ask for Joe Schmelzle.


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