If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further.  Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.

We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.

Accounting & Bookkeeping Services

Consulting Services

Tax & Advisory Services

Why So-Ez?

Expertise: We have the best tax and accounting professionals in the industry, with diverse and complementing years of experience, who are available to go above and beyond daily to meet your specific needs whether you file in the office or do your own taxes.

    Customer Focused, flexible services:

  • Complete professional solution of Accounting and Taxation under one roof
  • In-office, face-to-face tax preparation
  • Virtual tax preparation, through secure upload, via our portal
  • DIY – would you like to do your own tax? Use one available through us
  • TAX Planning


If your business does not currently have accounting staff or your business is outgrowing its current bookkeeping system, we can provide comprehensive accounting and bookkeeping services to ensure the smooth operation of the financial side of your business. Our services are tailored to meet most Small Business scenarios in the form of monthly services, quarterly check-ups, or write-up services. As your business needs grow and change, we can provide input and planning assistance to make sure your accounting and financial systems keep pace with your business needs.

  • Accounting: In-House & Online Accounting
  • Bookkeeping: monthly services, quarterly check-ups, write-up (annual)
  • QuickBooks setup, training, consulting, and troubleshooting
  • Financial Statements
  • Consulting and advisory services: Small Business Focused


  • Print/Direct Depositing Pay Check
  • Direct Deposit Payroll TAX
  • E-File Payroll TAX Return

Return to Top

Accounting Software Selection & Implementation

There is no shortage of accounting software solutions for your business. Software as a service (SaaS), cloud computing, and other technological innovations are adding more dimensions to technology decisions. Choosing the right solution that will meet the needs of your business now and in the future while also providing a necessary level of security is crucial. We can analyze the nature of your business and financial transactions, current technology, future business plans and emerging needs to identify and implement a software solution that is flexible enough to grow and change with your business.

■ QuickBooks setup, training, consulting, and troubleshooting

Return to Top

Audit Preparation Services

Our audit preparation capabilities for non-for-profit organizations are a core part of our services. We tailor each process to the unique needs of your organization. We will work closely with you and your key employees to develop and execute a plan to complete this work by minimizing employee time spent on the process and without disrupting operations.

Benefits of Using an Outside Firm for Audit Prep

An audit can be a demanding process for nonprofit and corporate executives. Key benefits of using an outside firm for audit preparation include:

  • Saving staff time
: An audit-prep services company enables you to reduce the time your team spends on preparing audit documents. Organizations can spend as much time preparing for the audit as the audit firm spends in conducting the onsite portion of the audit. When you use an experienced audit-prep team, your company saves significant staff time.
  • Saving money on audit fees:
 Auditors need well-organized documents to complete an audit efficiently. If you do not organize your financial records properly, your auditors will need to spend more time asking you questions. When you use an experienced audit prep team, your company can save money by reducing the auditor’s time in collecting information.

Return to Top

Business Consulting

As a true business partner, we are available to help you deal with any business problem or opportunity. We stand ready to engage in business consulting projects to help you make the right decisions for the future of your business. Whether you face questions related to expanding, selling or restructuring your business, we have the necessary business acumen and analytical capabilities to help you make the right decisions.

  • Consulting and advisory services: Small Business and Contractor Focus
  • Asset Management: Fixed Asset, Government property, FAR compliance and audit for Government property under the control of contractors
  • Logistics Management: process engineering and training for your team

Return to Top

Business Entity Selection

The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— that you select for your business has enormous financial and tax implications. It is important that you make the right decision. We can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.

Return to Top

Buying or Selling a Business

Few business decisions are more important, complex and potentially business altering than a buy or sell decision. When you are ready to sell your business, we can provide support at every step, including valuing the business, vetting potential buyers, and supporting due diligence. If a buying opportunity presents itself, we can help by providing valuation services, developing negotiation and financing strategies, and managing the due diligence process.

Return to Top

Estate & Trust Tax Preparation

Estate matters affect everyone. By taking proactive steps today, you can ease the way for your heirs during a very difficult time. We can work with your legal counsel to help you to structure your estate and trusts to minimize taxes and ensure the smooth transition to your heirs. We are available to handle all estate and trust tax-related matters.

Return to Top

Financial Statements

Financial statements are an important tool for management decision making. Financial statements also represent your business to lenders, partners, potential buyers and other interested parties. We  will work closely with your key personnel to develop and finalize accurate and timely financial statements.

Return to Top

Return to Top

Management Advisory Services

Our Management Advisory Services focus on improving the efficiency and effectiveness of your business and its operations. We  can provide support in business planning, mergers, acquisitions, and other advisory support. Contact our office to learn about the full range of services we provide.

Return to Top

Notary Public

A notary public can help you to handle various business matters, including witnessing and authenticating document execution and signatures. We offer Notary Public services and are available when you need us.

Return to Top

Payroll Services

Constantly changing federal, state and local laws and tax regulations make payroll management an ongoing challenge for business owners. Our payroll services professionals are well versed on these laws and regulations. We can proactively alert you to material changes that will affect your business and your employees while also keeping payroll running smoothly no matter how large your business and your employee population become.

Return to Top

Retirement Planning

Retirement planning is critical in these uncertain times. Whether you are developing a retirement plan for yourself or choosing a retirement plan to offer to your employees, we can help you evaluate the available options. Our focus is on helping you to make the choice that is most appropriate for your own financial situation. If you are choosing a retirement plan for your business, we will base our recommendations on the unique characteristics of your business and your employee population, as well as the legal and compliance issues related to each type of plan.

Return to Top

Sales Tax Services

State and local tax authorities are looking to maximize sales tax collections. We can help you understand and manage your sales tax obligations and prepare sales tax returns in an efficient and timely manner.

Return to Top

Tax Preparation & Planning

Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.


  • Federal & State Tax Preparation
  • E-Filing
  • Fast Refunds


  • Proprietorship, Limited Liability Company (LLC)
  • S Corporation
  • Partnership
  • Corporation


  • IRS Form 990
  • IRS Form 990-EZ
  • IRS Form 990-N

Return to Top

Call today to schedule an appointment!

Phone: 703-273-1918 or 703-447-5381
Email us:
Address: 10560 Main Street, Suite 309
Fairfax, VA 22030