Allen Tefft Financial Services

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Financial Planning Consultants, Accounting Services, Annuities & Retirement Insurance Plans

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Today: 9:00 am - 5:00 pm

Tomorrow: 9:00 am - 5:00 pm

36 Years

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(703) 385-5049Call Visit WebsiteVisit Website Map & DirectionsDirections3600 Chain Bridge Road, Suite 16Fairfax, VA 22030 Write a ReviewWrite Review

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Mon - Fri:	9:00 am - 5:00 pm

Allen Tefft Financial Services

Tax Planning
Let us help you with the initial stages by creating a business plan to increase profitability and obtain financing. After a plan is in place we will help you determine the best tax class – sole proprietorship, Sub S or C Corp, or LLC is best suited to protect your personal assets and reduce taxes. We will ensure you are using all tax loopholes by coordinated your business and personal tax planning. Later, we can help you to value and structure your company in preparation of a buy or sale.

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Services/Products

Tax Reduction, Retirement Plan Selection, Design

AKA

Alan Teft Financial Svc

SW Financial Services

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http://www.allentefftfinancial.com

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Financial Planning Consultants, Accounting Services, Annuities & Retirement Insurance Plans, Bookkeeping, Financial Planners, Financial Services, Investment Advisory Service, Investment Management, Investment Securities, Investments, Mutual Funds, Retirement Planning Services, Stock & Bond Brokers, Tax Return Preparation, Taxes-Consultants & Representatives

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Phone: (703) 385-5049

Address: 3600 Chain Bridge Road, Suite 16, Fairfax, VA 22030

Website: http://www.allentefftfinancial.com

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Allen Tefft Financial Services

Tax Planning
Let us help you with the initial stages by creating a business plan to increase profitability and obtain financing. After a plan is in place we will help you determine the best tax class – sole proprietorship, Sub S or C Corp, or LLC is best suited to protect your personal assets and reduce taxes. We will ensure you are using all tax loopholes by coordinated your business and personal tax planning. Later, we can help you to value and structure your company in preparation of a buy or sale.
Estate Taxes
IRS Representation
Tax Services
You’re not alone. Whether you are a business owner or individual looking to file your taxes, we provide comprehensive tax preparation services for any of your needs. We understand how to maximize your returns while minimizing your risk for audit. We believe your client data should remain confidential and our client portal protects your security.
Income Tax
Tax Deferral
Tax planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income. We provide solutions with your IRA rollovers to ensure you do not lose tax deferral status for your hard-earned savings for retirement!
Capital Gains Taxes
We are one of few financial firms with experience in successfully structuring a 1031 Exchange. These programs allow investors to defer the payment of capital gains taxes that may arise from the sale of a business or investment property. By using the process of the sale to purchase “like-kind” real estate, taxes may be deferred, as long as the investor satisfies certain conditions. We have had great success in working within these confines and identifying replacement properties for investors. We can also help you convert your primary residence to a rental property or determine if it is a better option to sell your home.
Tax Return Preparation

Investment Management
Wealth Management
Our Discovery Meeting diagnoses your current financial situation and provides you with a personalized introduction to the complete array of financial and wealth management, tax preparation and planning, investment advisory, brokerage, and estate planning services that we offer.

Accounting Services
Payroll Services
Cash Flow Analysis

Financial Planning
Our financial planning firm, Acorn Financial Services (AFS), is required by law to inform our clients of the policies regarding privacy of client information. We respect your right to privacy, understanding the importance you place on the privacy and security of information.
Retirement Planning
Long Term Care
Asset Management
You will never be charged a fee and a commission on one account. A fee is charged for consultations, advice, financial plan preparation, or asset management on an hourly, project or percentage basis. Commissions can be charged for the sale of recommended products outside of accounts managed by our advisory services.
Living Trusts
Our Estate Planning attorneys can help you navigate the complexities of both local and federal law to make sound estate planning decisions. You worked hard to build your wealth – leaving a legacy for your family shouldn’t be complicated and we are here to help you simplify the process. We will ensure you use trusts and family limited partnerships when applicable to protect your assets and reduce taxes. We will ensure your medical directives and financial powers of attorney are up to date. We will aid in selecting the titling your assets to properly fund the trust and prevent a tedious and costly probate process.
College Funding

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