Potomac Wealth & Tax is a boutique financial services firm located in Northern Virginia. We specialize in individual & business taxation, Retirement planning, and wealth management. Please reach out for more information.

You face financial decisions every day. As individuals and business owners, we are aware of the economic dilemmas and obstacles you will encounter and we will help you make decisions with your financial future in mind.We hope to assist you in developing tools to focus on your financial future. We will educate you on what your financial numbers mean, why each number is important, directional trends to monitor, new tax laws, and strategies to implement.Our combined talents make us a single source solution for the quality financial information you need in all aspects of your financial life. If you have a need we cannot meet, we can provide a recommendation to someone who can meet that need.

SC&H Group is an audit, tax, and consulting firm applying “expertise that works” to minimize risk and maximize value. SC&H Group’s practices advise leading companies from emerging businesses to the Fortune 500 on accounting, tax, profitability and strategy solutions. Clients in all states and worldwide benefit from SC&H Group’s commitment to delivering powerful minds, passionate teams, and proven results on each and every engagement.As apart of the PFP (Personal Financial Planning) department at SC&H Group, I have been exposed to tax work pertaining to Individuals, Partnership, Estates, and Trusts. We strive to achieve the best overall financial success for our clients through proper investment and financial planning that will carry through to the tax side of things. Securities offered through Triad Advisors, Inc. Member FINRA, SIPC. Investment Advisory Services offered through SC&H Financial Advisors, Inc. SC&H Financial Advisors, Inc. and Triad Advisors, Inc. are unaffiliated entities

Capital View Wealth Management is committed to maintaining the highest standards of integrity and professionalism in our relationship with our clients. We endeavor to know and understand their financial situation and provide them with only the highest quality information, services, and products to help them reach their goals. Our guiding principles of teamwork, integrity, trust and professionalism provide our clients with the highest level of ethics, honesty, professionalism and services that can be offered.Our objective is to provide highly competent, respected associates who have a commitment to professional growth through continuing education and service to the community. We understand the value of the relationship between our associates and our clients and we are dedicated to the success of those partnerships.