Financial Services

Washington Financial Planning Services

Pro Finance Accounting and Tax Services specializes in financial services to preserve wealth and protect assets. Our vast knowledge of financial services gives us the insight to help you make critical decisions that impact your future. We spend considerable time developing a thorough understanding of your personal financial goals, so we can coordinate a personalized tax plan. We analyze your assets, sources of retirement income, investment options, and consider various strategies to maximize your wealth through your trust and estate income tax returns.

Planning adequately for the financial security of you and your family requires the assistance of a qualified professional like Pro Finance Accounting and Tax Services. Our Washington, DC CPA firm has been working with local individuals and families for many years and we strive to build a lifelong relationship with each of our clients.

Financial Services and Tax Advising

Get your financial advice from a trusted CPA firm. Request a consultation through our website to learn more or call (301) 610-9966 now.

Our services for individuals include:

  • Retirement plan evaluations (SEP, SIMPLE 401(k), Profit Sharing, IRA, etc.)
  • Life insurance, health insurance & disability planning
  • Mutual fund advising
  • Trust and estate income tax returns

Our services for businesses include:

  • Succession planning for businesses
  • Buy/sell agreements
  • Employee benefit plans
  • Executive compensation plans
  • Employee retention plans