WELCOME

We at Taxwise Financial Services welcome you to our online site. We are a retail income tax preparation firm serving the Northern Virginia community. Our headquarters is located in Manassas, Virginia. We are here to help you. We offer various services and these services are based on our strong knowledge, professional experience, and integrity and respect. Adeel Zarfar is the accountant in hand and has recevied his Masters in Business Administration (MBA) from Duke University. Not only does he have knowledge in areas of tax and accounting, but also other technical matters.


COMPANY

TaxWise Financial Services, Inc. recently opened an office in Manassas Park, Virginia. TaxWise is a new establishment, but the staff experience is by far strong and impressive.


STAFF

ADEEL ZAFAR

Adeel Zafar joined our company in 2006 Adeel is a former employee of JMU Tax & Financial; Adeel is an IRS Enrolled Agent, (EA) and has a degree in Master in Business Admimistration, (MBA). He has six years of experience in preparation of both individual and business taxes and has a great accounting background that compliments the integration between taxation and accounting. Working for past six years, Adeel has been a high performer consecutively for three years at his previous organization. He is member of various tax and accounting organizations and has been actively involved in finding the best possible tax solutions for his clients. He has been able to introduce new and aggressive ideas to save taxes for his client successfully for past years and now he has joined us to continue that excellence.

TAWFIK PANJSHEERI

Tawfik as an Accountant joined our company ready to the challenge of tax season. Tawflk has a degree in Arts and has two years of experience in preparing individual taxes. He is going to facilitate in preparation of the taxes and deliver the same level of customer service and advance knowledge that is promised by the company.

GHULAM RUOAYYA

Ruqayya is our Management Executive who has a degree in Business and Accounting Management as* well as over eight years of experience in Financial Services while working for the banking sector. Ruqayya is the accounting and operation officer in charge of responding to all clients' questions and servicing them with same quality that is consistent with the company's guidelines.

KARLA CHICAS

Karla is an Administrative Assistant and Payroll Processor who has five years of experience in office management and payroll processing. She is a Notary Public and is responsible for the scheduling the appointments. Karla is bilingual and she is fluent in Spanish.


TAX STRATEGIES

For Homeowners:

Before you sell your home, be sure you have owned it for at least 2 years to avoid paying capital gains tax.

For Parents:

Open a Coverdell ESA plan with up to $2,000 for your child's elementary, secondary school or college expenses; phase-out range for MFJ is increased to start at $190,000.

For Self-Employed:

Hire your children instead of giving, them an allowance. Set up 401K retirement plans for husband and wife teams. Deduct 100% of your health insurance premiums.

For Business Owners:

Before you buy, sell or start a business, call us for advice. Deduct up to $100,000 of new equipment.

For Employers:

Hire a disadvantaged person on welfare through the VEC and get up to $5,000 tax credit.


Top Downloaded Forms

Form SS-4 [PDF]
Form 941 [PDF]
Form 1040 [PDF]
Form ST-9 [PDF]
Form W-2 [PDF]

Useful Links

IRS website IRS
IRS FAQ website IRS FAQ
SMBiz
SBA
Quickbooks