Potomac Financial Advisors | 2 Wisconsin Circle, Suite 700, Chevy Chase, MD 20815 | 1-800-520-6998 | js@potomac-financial.com

Tax Consulting Services
Financial Planning » Investment Management » Tax Consulting » Personal Business Assistance » Retirement Planning

There are many opportunities to save money on your taxes.  Buying or refinancing a home, contributing to a Traditional or Roth IRA, or funding a child’s higher education all present potential tax savings opportunities. Potomac Financial Sports Group's tax professionals will help you minimize your taxes while complying with all applicable laws. PFSG will thoroughly analyze your tax situation so you can take advantage of all the savings available to you.

Our Approach:

  • We will prepare your tax return, as well as quarterly projections of the taxes you owe designed to ensure timely filings, protect against interest and penalties, and enable you to manage your cash flow.
  • We focus on you as well as your family, incorporating tax compliance and planning.
  • We emphasize multi-year tax planning and minimizing Alternative Minimum Tax.
  • We represent and support you in the rare instance that an IRS or state tax audit should occur.
  • We resolve multi-state individual taxation, including residency issues, income sourcing, and minimization of state taxes.
  • We identify tax-efficient opportunities for single stock concentration and diversification issues.
To schedule an appointment to discuss your income tax needs, please call 1-800-520-6998 or e-mail js@potomac-financial.com

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