Terry L. Jones, CPA

Avantax Wealth Management is a trusted financial advisory firm serving individuals and businesses in the Falls Church, Virginia area and beyond. With over years of experience, we provide personalized tax, accounting, and financial planning services to help our clients achieve their financial goals and navigate financial challenges.

Our Mission

Our mission is to empower our clients to achieve financial success through personalized financial planning, tax optimization, and ongoing guidance. We partner with our clients to understand their unique needs and goals, and create customized plans to address their specific financial aspirations.

Our Team

Our team of experienced professionals is dedicated to providing exceptional client service and delivering tangible results. Led by Terry L. Jones, CPA, we have a proven track record in:

• Tax planning and compliance for individuals and businesses
• Expatriate and foreign national taxation
• Financial planning and investment management
• Retirement planning and estate planning

Our Services

We offer a comprehensive range of services, including:

Tax Services

• Tax planning and compliance consulting
• Tax return preparation and filing
• Business tax consulting
• International tax planning and compliance

Accounting Services

• Bookkeeping and accounting services
• Financial statement preparation
• Payroll services

Financial Planning Services

• Retirement planning and analysis
• Estate planning and inheritance guidance
• Investment management
• Wealth preservation strategies

Additional Services

• Insurance planning
• Risk management
• Financial education and planning workshops

Our Commitment

At Avantax Wealth Management, we are committed to:

• Providing personalized and responsive service
• Maintaining open and transparent communication
• Delivering proactive and timely solutions
• Building lasting relationships with our clients

Get Started Today

Whether you need assistance with tax planning, financial planning, or any other financial matter, Avantax Wealth Management is here to help. Contact us today to schedule a complimentary consultation and learn how we can partner with you to achieve your financial goals.