PERSONAL ADVISORY SERVICES

If your tax situation involves stock compensation, foreign income, rental properties, or multiple income streams, you need more than a filing service.  You need a team that understands the strategy behind the numbers.

We believe that the only way to help people reach their goals and better the community is by spending valuable time together to get the right strategy in place.

 

Our Advisory Services are one-on-one and focused on evaluating, implementing, and executing our best practice strategies. Many of our clients come to us because their financial lives have outgrown the tools and providers taht worked in their twenties.

 

Our advisory services leverage our extensive knowledge and experience to solve complex problems, implement strategic initiatives, and educate our clients. We offer a variety of advisory packages tailored to specific industries, client groups, and niches.

 

Examples of Advisory services we can provide are:

Stock Compensation

 

If your employer offers ESPP, ISO, NSO, or RSU compensation, the tax implications of when and how you exercise, hold, or sell can mean tens of thousands of dollars in difference owed. We help you build a plan that coordinates exercise timing, holding periods, and tax-bracket management, not just report what happened after the fact.

 

New U.S. Resident

 

Filing requirements for new U.S. residents can be very technical. We handle foreign asset reporting (FBAR/FATCA), treaty-based positions, foreign tax credits, and the transition into or out of U.S. tax residency so you can stay compliant wtihout overpaying.

Real Estate Investors

 

From your first rental property to a growing portfolio, we advice on deprecation strategies, 1031 exchanges, passive activity rules, cost segregation studies, and the tax implications of selling. We don't just prepare the Schedule E but we help you think about your portfolio as a whole.

Complex Individual Tax Planning

 

High-income earners, dual-income households, people navigating divorce or inheritance, multi-state filers, and anyone whose tax picture has layers. We start with a planning conversation and stay in touch throughout the year so nothing catches you by surprise.

How It Works 

Every personal advisory relationship starts with a conversation and not a form. We'll learn about your situation, your goals, and what's keeping you up at night financially. From there, we'll recommend the right level of engagement. All personal clients receive year-round access to their advisor, a secure client portal, and proactive communication when something changes that affects you.

CONTACT LAS CPA

Our Hours:
Monday-Friday 9 am – 3 pm

(closed Fridays outside of tax season)

 

Located at:
12904 Harbor Dr
Woodbridge, VA 22192

 

Call: 703-491-2794