Individual Services

No matter what your net worth is, there is a chance you could be wealthier than expected. If this sounds familiar it may be because of your retirement plan through work or self-employment, life insurance as well as home and auto policies, a stock portfolio that has been accumulating wealth, or an IRA or two […]

If you have taken a job in another country, or have moved for other reasons, it can be tricky to navigate taxes. If you would be required to file taxes in the United States, you will be expected to file them while out of the country. Patriots Tax & Accounting in Fredericksburg, VA has several […]

Financial elder care is a necessary component of family life. This becomes more important as your loved one ages, and they may find themselves struggling with simple tasks such financial accounting or paying household bills on time that were once easy for them. Outsourcing the management of your elderly loved one’s finances can be a […]

Estate planning can be complicated and costly. Not knowing your legal rights often leads to higher costs in the end, which is why it is important that you learn as much about this process and turn to the experts for answers and planning. Frequently asked questions we get about estate planning include: Could an heir […]

Retiring is a big decision that does not need to be made at the last minute. It pays off when you take your time and plan by doing research on how much money will really go towards living in retirement, paying off existing debt, and taking care of medical expenses. The key to successful retirement […]

With wealth management, you get the individualized attention and resources that are essential to building your personal fortune. We put together a comprehensive plan that will help manage risk while ensuring its growth over time. We focus on longevity of investments for maximum return in any market environment. Personal Financial Planning Services We offer one-on-one […]

We all have our individual financial goals. Whether you want to retire comfortably, save for your children’s education, or pass on the wealth that has been built up over many generations; most people are not entirely clear on how they will achieve these lofty ambitions. The first step towards achieving what matters most-a successful life […]

Estate and trust tax preparation is an important part of managing your financial future. Financial security is an important consideration for all of us – especially if you have a spouse or children. The last thing you want to do is leave loved ones vulnerable in a time of need. That’s why we work with […]

Tax planning takes your individual tax situation into account early, to avoid surprises or negative outcomes when filing. We go beyond preparation and help you plan throughout the year, based on your interests. We recommend a wide range of strategies and continually look for ways to minimize your taxes throughout the year. Unlike software programs, […]

The complexity of the tax code can be challenging to understand. As more and more provisions are added, it becomes difficult for taxpayers to understand and ensure they maximize their credits and deductions. It is always a good idea to seek the advice of an experienced tax professional when it comes time for you or […]