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  • More
    • Home
    • Licenses and Services
    • Contact Us and Fees
    • Credentials/Testimonials
    • 2025 Tax Planning Series
    • 2024 Tax Planning Series
    • 2023 Tax Planning Blogs
    • 2022 Tax Planning Blogs
    • Non Profit Tax Planning
    • Real Estate Tax Planning
    • Smart Youth Tax Planning
    • Retirement Tax Planning
    • Small Business Taxes
    • Life Ins. Tax Planning
  • Home
  • Licenses and Services
  • Contact Us and Fees
  • Credentials/Testimonials
  • 2025 Tax Planning Series
  • 2024 Tax Planning Series
  • 2023 Tax Planning Blogs
  • 2022 Tax Planning Blogs
  • Non Profit Tax Planning
  • Real Estate Tax Planning
  • Smart Youth Tax Planning
  • Retirement Tax Planning
  • Small Business Taxes
  • Life Ins. Tax Planning

Our Small Business Services

Disclaimer

  Smart 1040 LLC will NOT

- Advise on securities, options or crypto investment

- Advise on annuity, variable university life insurance or other securities-indexed products

Licenses

  • Certified Public Accountant (CPA® Virginia License# 34954, Maryland # 45099 and Delaware # CA-0014663)
  • Certified Financial Planner (CFP® License# 369879)
  • Chartered Financial Analyst (CFA® License# 925101)
  • IRS Enrolled Agent (License# 00148503-EA) / Preparer Tax ID Number (PTIN) P02488165 / EFIN #521309 / 1099 TCC 50T04
  • Financial Risk Manager (FRM® License# 991510)
  • MBA (Finance, Robert H. Smith School of Business), University of Maryland at College Park

Management

  • Bookkeeping: manage daily transactions
  • Individual and small business: tax preparation
  • College financial aid: FAFSA/CSS related tax filing


Advisory

  • Tax planning: Reporting and advice to support growth
  • Tax planning: college financial aid 
  • Tax planning: real estate investment


Smart Family Foundation 6-week Class

Ten tax strategies used by FF

  

30% AGI tax savings, low tax compounding, charity work with young generation, and more

Class from 8/31/2023 9-10 p.m. eastern for six weeks

  

Zoom class. Recording and materials to share

$250 fee

  

Half donated to CAPA non-profits. Register by (1) credit card with QR code; (2) PayPal to Help@smart1040.us; and (3) Zelle to 703-606-0270

real estate tax planning 8-week class

Help you invest in rental properties tax-worry free

Schedule E deep dive

1031 Exchange

Section 121 exclusion

Weekly Class Taught in Chinese

Zoom class. Q&A 

Tax code decoding

Help your children understand the power of long term investment 

Share the big news

Have you opened a new location, redesigned your shop, or added a new product or service? Don't keep it to yourself, let folks know.

Tax questions?

Customers have questions, you have answers. Display the most frequently asked questions, so everybody benefits.

In person free tax consultATION

Monthly Free and In-Person Tax Consult @ Northern Virginia

Tax return deadline is coming up. Confused with tax filing forms and rules?

In person consult 3/28/2023 @ 7p.m. Eastern at "6888 Elm St Suite 2C, McLean VA 22101"

Bring your draft tax forms and receive an answer

Serve CAPA-NoVA community

Volunteer service. Help hardworking families. 

Snacks and drinks provided

Make your inquiry in general to protect your confidential information 

Donation welcome

To defray rental expenses. Partial donation to CAPA NoVA, a 501(c)(3)

Smart youth with smart money

Smart 1040 LLC and CAPA NoVA Host this program

Six weeks. Enrich and enlighten our children (high school to college)

Every Thursday 9pm Easten

From Thursday July 6, 2023 9 p.m. Easten

Last Year was a big success

Fun to learn; fun to earn

Share the big news

Share with friends and families

Payment $250 (50% donate to CAPA or other non profits)

(1) QR code; (2) PayPal help@smart1040.us; (3) Zelle 703-606-0270

MOTHER’S DAY TAX SAVING TIPS

In person Tax Workshop

Country Inn of Berkeley Springs located at 110 S Washington Street , Berkeley Springs, WV 25411 

Online too!

 https://zoom.us/j/8782712588 Password: 219219 

Why matters?

      

Ten tax tips if you are a child, a mom or a grandmom

Share the big news: May 12, 2023 7:30 p.m. Eastern

Display your FAQs

email to help@Smart1040.us

Eight-week sumMer camp program

Objectives

Audience and Registration

Smart 1040 LLC and CAPA-NoVA host this program to help our hard-working parents to educate our children to be financially accountable, family wealth sustainable and college cost affordable.

Summer 2023


Audience and Registration

Audience and Registration

Audience: high school students

Cost: $250/eight week. PayPal to help@smart1040.us

Registration: Wednesday Youth Finance Class - Google Forms (https://docs.google.com/forms/d/15qq3pkYundsN2dAd_6uQ3xrBuHLu-Dq98Nnc44ethyo/edit?ts=62a78420)

or QR Code

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