Personal Financial Planning in North Bethesda

Personal Financial Planning in North Bethesda

Maybe you’re saving to buy your first home.
You’re looking to enhance a real estate investment.
You dream of starting your own business?

If you’re looking for financial planning in North Bethesda, you’ve come to the right place. You may be unsure how you’ll pay for your child’s college education in the face of rising tuition costs. Perhaps you’re concerned that your company pension plan and Social Security may not be enough to maintain your standard of living after retirement. Are you too busy living paycheck to paycheck to begin planning for the future? 

The solution can be found through Personal Financial Planning in North Bethesda. Personal Financial Planning helps you clearly define your goals and understand exactly what is necessary to turn your dreams into reality. Personal financial planning is a process, not a product. It is an organized, well-planned system of using money and financial resources to maximize wealth and achieve short- and long-term goals. 

With a solid background in financial planning, investments, and retirement plans, North Bethesda CPA can offer a customized solution for your financial situation. Click here to get started.

Schedule a Consultation

(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.

But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!
Let us help you find and keep your heart earned money.
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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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