Client Forms and Resources
All current and prospective clients may complete our 2025 Engagement Letter and Organizer.
Pursuant to our firm’s policy, please provide a detailed list of your non-cash charitable contributions.

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:

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:
For new businesses we help with:

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:
All current and prospective clients may complete our 2025 Engagement Letter and Organizer.
Pursuant to our firm’s policy, please provide a detailed list of your non-cash charitable contributions.
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.

DeAnna leads the tax team in resolving complex challenges for individuals, small businesses, and estates. While she is a versatile strategist, her true specialty lies in the intricate world of Trust and Estate taxation and administration.
As a key liaison at Acorn, DeAnna bridges the gap between our financial planners and clients, ensuring year-round proactive planning and creative advisory solutions. Beyond advisory work, she drives Acorn’s strategic growth through business development and mentors the next generation of financial talent.
DeAnna earned her undergraduate degree cum laude from Cornell University (2012) and her Master’s from Virginia Tech (2014). Outside the office, she is an avid traveler and outdoor enthusiast who enjoys playing pickleball, cooking, and spending time with her children.

Maryellen comes to the Acorn team with over 40 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.

Christine Oldfield is an Enrolled Agent and dedicated Lead Tax Advisor for Acorn. She is experienced in the intricacies of tax preparation for individuals, small businesses, non-profits, trusts and estates. 20 years ago she started as an office manager in a tax practice and quickly moved up to be a tax professional and eventually obtain her EA. Christine is passionate about ensuring clients understand their tax situation and how to plan financially throughout the year to take advantage of tax-saving opportunities. Served on the board for Virginia Society of Enrolled Agents. Outside of work you can find Christine with her husband, Tyler, and her 3 sons, Luke, Zeke and JT, usually on a baseball or soccer field playing, assisting coaching, or watching her boys play.

Rasheda brings a wealth of specialized knowledge to Acorn, focusing on the intersection of estate planning, trust administration, and tax law. With an extensive background in tax return preparation, as well as tax research and analysis, Rasheda provides clients with the technical precision needed to navigate complex financial landscapes while ensuring their long-term legacies are protected.
Rasheda earned her undergraduate degree from the University of Virginia and went on to receive her Juris Doctor from the Syracuse University College of Law. She is a member of the Virginia State Bar, where she leverages her deep analytical skills to provide proactive solutions for individuals and families. Rasheda resides in Virginia with her husband and young daughter.

Jeremy joined the Acorn team in August of 2024 as a tax advisor. As a CPA with several years of experience in tax accounting and auditing, he is passionate about delivering comprehensive service to clients for all their accounting needs, including proactive tax planning and tax return preparation.
Jeremy graduated from James Madison University in 2018 where he majored in accounting. He decided to major in accounting because of his interest in finance and solving technical problems.
Jeremy resides in Annandale, VA and in his free time enjoys playing music and video games.
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.