Tax planning for a modern life.

Tax Planning & Preparation

Whether you’re a business owner or an individual looking to file your taxes, Acorn Tax Planning provides comprehensive tax planning and preparation services. Too often we meet clients running their personal finances or small businesses re-actively rather than proactively. We believe forward-looking planning is fundamental to successfully and legally reduce your tax liability. We strive for open communication throughout the year because when we are a part of your decision making process we can recommend tax saving strategies to maximize your after-tax income. We prepare the following tax returns:

  • Individuals
  • Corporations
  • Partnerships
  • LLCs/LLPs
  • Estates, trusts & gift
  • Not-for-profit organizations
  • Foreign Bank and Financial Accounts (FBARs)

Business Services

As a small business owner the most important things you do are run your business, keep your customers happy and generate profits. Don’t let financial accounting or bookkeeping take you or your employees from their core skill-sets! Instead of getting bogged down with juggling financials, allow our experienced team to provide you the following services monthly or quarterly:

  • Reconcile your bank account
  • Generate an income statement
  • Generate a balance sheet and cash flow forecasting statement
  • Clean up your general ledger

For new businesses we help with:

  • Selecting the appropriate business entity
  • Application for EIN and filing of required IRS forms 
  • Accounting system setup

 

IRS Tax Problems

Tax problems with the IRS are always stressful and confusing for taxpayers. Without assistance from a qualified tax professional, it’s almost impossible to resolve them promptly and fairly. They will not just go away by themselves and often times penalties and interest are being added daily. If you are having problems with the IRS, let us help. We are experienced with resolving the following tax matters:

  • Non-filed tax returns
  • Filing back taxes
  • IRS tax audit representation
  • Removing liens and releasing levies
  • Wage garnishment
  • Establishing an IRS payment plan
  • Minimizing tax penalties
  • Innocent spouse relief

Client Forms and Resources

All current and prospective clients must complete our 2018 Engagement Letter & Organizer.

Pursuant to our firm’s policy, please provide a detailed list of your non-cash charitable contributions. We suggest using The Salvation Army Donation Value Guide or the ItsDeductible service to enter donations online anytime or with your mobile app.

About Us

Acorn Tax Planning’s mission is to take a holistic approach to organizing and simplifying your financial goals and objectives. Our customized processes help us to understand all of the complexities of your unique situation and our team of experts help you to navigate your accounting, tax, and business challenges. We work closely with you to develop, implement, and review an action plan for growing and protecting your wealth and your business. Above all else, we are dedicated to working in your best interests and are committed to open communication, proactive, world-class service and consistently delivering unbiased and timely advice.

Maryellen Bagley, CPA

Senior Tax Accountant

Maryellen comes to the Acorn team with over 25 years of public accounting experience. Over the years, Maryellen has developed her tax expertise in multiple sectors, but specializes in individual income and small business tax preparation and planning. As Acorn’s authority on tax research, Maryellen provides advice on accounting, taxation, and various other small business planning issues, as well as bookkeeping services to our client base.

Prior to joining Acorn,  Maryellen worked at an accounting firm in Oakton that was later absorbed by a larger firm in McLean. She holds a Bachelor of Science degree in Accounting from Pennsylvania State University and a Master of Science Taxation from Robert Morris University.

Maryellen lives in Oakton, Virginia with her husband Mark. In her spare time she enjoys walking her dog, June, and spending summers days with her 4 grandchildren in the Outer Banks,  North Carolina.

Education

  • Penn State University, Bachelor of Science in Accounting
  • Robert Morris University, Master of Science in Taxation

DeAnna D’Attilio

Tax Director

DeAnna supervises the tax team on identifying and solving complex tax issues for personal and corporate tax clients, ensuring a smooth transition from strategy to execution. As a liaison between Acorn’s team of experts and our valued clients, she ensures you are receiving proactive tax planning and creative business and advisory solutions throughout the year. DeAnna assumes responsibility for the smooth flow of tax preparation by communicating status updates between staff and clients. She also focuses on growing and developing the organization’s team of tax professionals and drives the development of new business.

In her spare time, DeAnna enjoys spending time outdoors, playing tennis, globetrotting, and cooking dishes inspired by her travels.

 

Education

  • Cornell University, Bachelor of Science double major in Viticulture & Enology and Plant Science
  • Virginia Tech University, Master of Science in Horticulture

When you work with us, you’re in good hands.

Our senior accountant, Maryellen Bagley, is a Dave Ramsey Endorsed Local Provider, meaning she has a track record of success and a commitment to understanding your financial journey and providing excellent customer service.

 

Set up a complimentary consultation

Are you seeking a new tax preparer who takes a proactive approaching to tax planning? Are you interested in integrating your investments,  tax planning, and estate planning? Let us know how we can help you. Use the form on the right or call us at 703-293-3100 to discuss how our holistic financial approach may benefit you and your family.

Acorn Tax Planning
1875 Campus Commons Drive
Suite 100
Reston, VA 20191
Phone 703-293-3100

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