Who we serve
Built for professionals, owners, and complex households across the DMV.
TFS works with individuals and single-entity owners, established service businesses, and multi-entity, trust, and pre-transaction situations. Find the description that sounds like you below — it points to where you’d likely start.
Schedule a Fit ConversationIndividuals & single-entity owners
Likely a fit for Foundation.
Year-round support for a single return or a single entity — continuity, not just an annual filing.
Solo professionals & side-business owners
You earn through a profession or a side business and want a year-round CPA relationship — not a once-a-year filing.
Single-entity business owners
You run one business (sole prop, single-member LLC, or solo S-corp) and want estimates, planning, and continuity.
Established service businesses
Likely a fit for Growth.
Current books, monthly CPA review, and a structured quarterly advisory rhythm.
Complex households & businesses
Likely a fit for Executive.
CFO-level coordination for multi-entity, trust/estate, and pre-transaction complexity.
Multi-entity owners
You own or control several entities needing consolidated tax and financial coordination.
Trust & estate households
You have a trust or estate requiring Form 1041 filings and coordinated planning.
Pre-transaction owners
A sale, merger, or major event is ahead and you want tax strategy and advisor coordination.
An honest boundary
Who TFS isn’t built for.
We’re selective on purpose — it’s what lets us deliver structure and cadence. If this sounds like you, we’ll gladly point you to a better-suited resource.
TFS is probably not the right fit if you…
- are shopping for the lowest-cost tax return
- don’t want year-round touchpoints
- are unwilling to use the secure client portal
- want to bypass organizer or document requirements
- are looking for guaranteed tax savings
- are seeking investment advice
No hard feelings — TFS is built for clients who value structure, cadence, and a year-round relationship. If that’s not what you’re after, a seasonal preparer may serve you better.
See yourself above? Let’s talk.
Schedule a fit conversation and TFS will confirm the package that matches your situation — before any sensitive records are collected.
In production this opens the online scheduler. A fit conversation is not an engagement — no documents are collected here.
A fit conversation is not a tax-planning engagement, proposal, or client relationship. Final scope and pricing depend on CPA review and a signed engagement letter.