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Services for Individuals and Families

Your finances are more than numbers on a bank statement. 

They are your future and your security. 

 

Financial security is one of the most important goals for individuals and families in the Northern Virginia area. When you properly manage your finances, have a plan to pay off debt and save for retirement and understand how to file your taxes so you enjoy the maximum deductions, you are able to enjoy incredible feelings of confidence and freedom.

Unfortunately, many individuals struggle with truly understanding their taxes and finances. They are inundated with stress and confusion over what to file when, which deductions they can take and what they need to do to pay off debt and plan for the future in a timely manner.

When you work with certified accountants and tax experts, you are relieved of the uncertainty and stress that comes with managing your finances. You are able to turn to a team of experts who are will provide you with the best advice and guidance for your unique situation, whatever that may be. 

O'Connor, Desmarais, and Bolyard is a full service accounting and tax preparation firm in McLean that provides high level of customized financial solutions for every individual and family.

If you are looking for a customer-focused firm that will help you manage your taxes and finances so you can feel secure, confident and protected, contact O'Connor, Desmarais, and Bolyard today to learn how we can help you.

Tax Preparation & Planning Services

At O'Connor, Desmarais, and Bolyard we guide our clients through a full range of tax planning and preparation decisions. We take a personal approach to you and your taxes. We work with you to understand your unique situation and make sure you receive every deduction and tax break available to you. Our tax pros are experts in tax regulations and will be able to explain each of them to you so you are clear and confident that your taxes are filed correctly and on time. We make taxes easy and stress free!

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Audits, Reviews, and Compilation

An audit is an extremely high pressure time and at O'Connor, Desmarais, and Bolyard can help support your during a stressful audit or review. We will advise you on how to prepare for your audit or we can prepare your audit for you. We will assist you in doing an in-depth investigation into your statements and returns. We know IRS paperwork and requirements can be confusing and we will help you to meet those requirements and feel confident about your audit or reviews.

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Estate and Trust Planning and Tax Preparation

When you are preparing your estate or trust, it's essential you have a structured and clear plan and that it follows all applicable tax laws. O'Connor, Desmarais, and Bolyard is here to assist you as you plan and facilitate the transfer of your assets to your family and beneficiaries. We will help you create a clear and well thought plan to ensure that your beneficiaries avoid complications. If you have not taken the proper steps to set up your estate or trust, contact us today to schedule an initial consultation!

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IRS Representation

An audit is intimidating, stressful and difficult. You will want the support of experts during this time and we are here to support you! We will be able to answer any question you might have, assist you with preparing your paperwork and working with the IRS. Working with professionals will give you peace of mind and much-needed support during an audit.

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