Retirement Planning in North Bethesda
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We Specialize in Retirement Planning in North Bethesda
Working hard for decades doesn’t always translate to financial security. In fact, most of us find it more and more difficult to imagine what life will look like in retirement.
Give us a call if you need help navigating common challenges of…
- what retirement plans are right for you?
- what investment mix is right for you?
- how much should you save?
- how much can you afford to spend each month so you don’t run out of money?
- what will you do with all your newfound time?
- what if you want to keep working?
- retirement distribution planning to avoid hefty penalties?
- how do you maximize your social security benefits?
- lump sum or monthly checks?
the list is seemingly endless. We can help you to answer these questions and more. Click here to get started and make an appointment with us.
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(202) 841-9198
We Are An Accounting Firm That Understands You.
Whether you’re single, married, divorced, have no kids, have 17 kids, you’re an empty nester, employed full-time, part-time, self-employed or retired, we understand the nuances of your financial needs. North Bethesda CPA is a unique firm that allows you to be you. We will watch out for the finances and help you to create wealth that fits your lifestyle.
Working With Us Is The Best Business Decision You’ll Ever Make For Your Financial Health
If you’re ready to take the next step and gain more free time, more opportunities for wealth and better asset management, we can help.
How You're Missing Legal Tax Deductions
Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.
About Tia Cantrell, CPA
Tia Cantrell was born in the Republic of Georgia, in the seaside palm tree shaded city of Sokhumi on the Black Sea. She became a refugee at the age of 13. Her entire family was displaced as a result of a punitive post-Soviet war. Tia’s parents stayed back until the very last day and spent the rest of their lives hoping one day they would get to go back to the home they missed so much. Unfortunately, that’s one dream she has not been able to help them realize.
At 16, Tia became an exchange student and came to an American high school, completely mesmerized by the new culture. She went back to Georgia, and 5 years later her American host parents gave her an opportunity of a lifetime to come back to the US and start a new life in the States. That’s one gift that Tia can never fully repay them for. It was priceless to her.
Tia Cantrell entered college not quite sure of the path she would choose. That changed when Dr. Terrell entered her classroom. She was strong, vibrant, extremely competent with a knack to make the most complex topics easily understood. During her class she would tell stories from when she and her husband owned and operated a public accounting firm for 18 years. She shared that they would help clients from all walks of life. That was the spark that ignited the beginning of Tia’s lifelong love of accounting and finances, a critical trait that makes a true difference in delivering quality solutions to her clients to this day.
That lifelong love was also made possible by a handsome Tennessean she met along her journey. Many years later, with two little girls and their share of ups and downs, they are still going strong and Tia is confident that she wouldn’t change a thing.
In Tia’s own words:
As a young mom, and early in my career, I worked in government internal auditing, eventually transitioning to project/program management, leading large-scale financial software implementations, facilitating complex issue resolutions across teams, departments and organizations. (Boy! That’s a mouthful!)
That was all great but I couldn’t live without those numbers (it really is a curse!) so in a parallel path I supported two full-service CPA firms, true giants in their field, David Clampitt, CPA and CJ Babbit, CPA. I was truly fortunate to have had such amazing mentors. These two positions completely influenced my style and the way I approach problem resolution for my own business and individual clients today.
That is why North Bethesda CPA was born: to help me and the employees who share my vision to take a holistic view of your finances and tailor our services to deliver the best value to our clients. Make an appointment with us. You’ll learn for yourself how we can help. Click here to get started.
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