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    • Home and New Book Release
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    • 2025 Tax Planning Series
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    • Small Biz Tax Planning
    • Real Estate Tax Planning
    • Smart Youth Tax Planning
    • Retirement Tax Planning
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    • Life Ins. Tax Planning
    • Sample Book Chapter
  • Home and New Book Release
  • Licenses and Services
  • 100 Tax Tips Series
  • Contact Us and Fees
  • Credentials/Testimonials
  • 2025 Tax Planning Series
  • 2024 Tax Planning Series
  • 2023 Tax Planning Blogs
  • 2022 Tax Planning Blogs
  • Small Biz Tax Planning
  • Real Estate Tax Planning
  • Smart Youth Tax Planning
  • Retirement Tax Planning
  • Non Profit Tax Planning
  • Life Ins. Tax Planning
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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


In person free tax consultATION

In-Person Tax Consult @ Northern Virginia and @ Montgomery MD

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

In person consult in Vienna VA area or in Gaithersburg MD area

Bring your draft tax forms and receive an answer

Serve CAPA NoVA and CAPA MC community

Reasonable fee service. Help hardworking families. 

Snacks and drinks provided

Make your inquiry in general to protect your confidential information 

Consult fee is set by 30 minutes or an hour.

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 $360 (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

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