EagleStone is Proud to Announce Joseph Lager, CPA, CDFA and ESTWA’s Director of Tax & Accounting, Has Earned the Certified Fraud Examiner (CFE) Credential

Tax & Accounting Services

About

EagleStone Tax & Accounting Services is headquartered in Rockville, Maryland. We are a full-service Washington, DC, metropolitan area CPA firm offering tax preparation and planning services for individuals, corporations, partnerships, limited liability companies (LLCs), nonprofits, sole proprietors, estates and trusts. We also offer accounting, bookkeeping and financial consulting services to small businesses. We believe in delivering the highest quality tax, accounting, and financial consulting services that will result in the best solutions for our clients.

With more than 700 tax and accounting clients, EagleStone Tax & Accounting Services services a local client base as well as clients in most states throughout the United States and overseas. Our focus is on maintaining a personal relationship with each client regardless of their physical location. With today’s advanced communications technology, responsiveness is a high priority for us. As a financial advisor and business partner, we understand your need to save time and will work to find effective solutions for you to also save money.

Along with our focused approach to tax planning, the experienced team at EagleStone Tax & Accounting Services undergoes continuous professional development and education. Not only do we have an excellent reputation for client service, but our shareholders were previously CPAs with international accounting firms and are recognized as experts through various national publications and speaking venues.

Contact us for additional information about our firm, the services we offer, or how we might help you. Reach our offices by phone at 301-260-0809 or send an email to Jim Warring ([email protected]) or Joe Lager ([email protected]).

Who We Serve

Individuals

Individuals

  • Individuals
  • Trusts
  • Estates
  • Estate Administration

Whether you are an employee, a business owner or self employed, our company can help you with a variety of service offerings, from tax return preparation, to compliance with taxing authorities, to financial consulting, to wealth planning through our affiliated relationships. We understand the complexity individuals face when dealing with finances, tax obligations, and organization of information. Knowing where you are headed financially by establishing attainable goals is very important to reaching financial independence.

 

 

Depending on your individual situation, you could face any of the following financial questions:

 

 

  • What are the tax ramifications of a potential sale or exchange?
  • How much do I need to save now to be financially independent one day?
  • Do I need insurance or am I better off self-insuring?
  • How can I be tax efficient in transferring my assets upon death?
  • What type of loan should I get for a real estate acquisition?
  • Is the performance of my portfolio appropriate for the risk I assume?
  • What should I do with my 401(k) options?
  • What are the potential tax consequences of my divorce settlement?
  • What steps should I take to ensure the division of assets is fair and equitable in my divorce settlement?

Since we specialize in answering these questions every day, we can certainly help you.

Businesses

Businesses

  • Corporations
  • Partnerships
  • LLCs
  • Nonprofit organizations

With decades of combined experience serving many industries, from small businesses with gross revenues of less than $200,000, to larger companies with gross revenues exceeding $50 million, we have the knowledge to help you make prudent decisions. We can help you correctly interpret the information provided in your financial statements and tax returns. As CPAs, we can help you understand the numbers generated by your business while maximizing management efficiency. Based on our extensive knowledge and experience in working with literally hundreds of businesses over the years, we act as a financial advocate to help entrepreneurs make sound business choices.

We provide services to corporations, partnerships, limited liability companies (LLCs), trusts, estates, nonprofit entities and sole-proprietors. We have been engaged by business clients from many different industries, both small and large. We offer the latest in technology, from electronic filings of tax returns to the use of e-mail and web portal services for efficient communication.

Tax Preparation & Tax Planning


  • Tax Return Preparation & Planning (Individuals, Corporations, Partnerships, LLCs/LLPs, Estates, Trusts, Nonprofit Organizations)
  • Business Formation & Start Up
  • Tax Compliance
  • Property & Corporate Franchise Tax returns
  • Resolving Issues with Taxing Authorities
  • Divorce & Support Issues
  • Tax Effects of Buying/Selling a Business

Over many decades, our partners and staff have prepared thousands of tax returns, including filings for individuals, corporations, partnerships, LLCs, nonprofits, trusts, and estates. We understand the ever-changing complexity of staying current on tax forms and the tax law including Internal Revenue Code and Regulation changes, in order for our clients to file complete and accurate tax returns. Our collective knowledge and experience allows us to deliver valuable insights to our clients when providing counsel to them. We are intimately aware of the various intricacies that legitimately save our clients real dollars. In addition, we save time by knowing where to find answers for clients, which also adds value to our client relationships.

With our experience and knowledge, we are adequately equipped to prepare tax returns for all entities, on all levels to keep you in compliance with each and every taxing authority, whether federal, state or local. Below is a sample list of federal returns we have prepared for clients in the past. In addition to federal forms, we have prepared returns for most of the states in the U.S. and can accommodate clients regardless of location. We also can amend any previously filed tax returns that may generate refunds for clients. Unlike many other firms, all of our tax returns are reviewed and signed by a CPA. See www.aicpa.org for more information on CPAs.

Federal forms: 1040; 1120 and 1120-S; 1065; 1041; 709. Federal Schedules: A (Itemized Deductions) and B (Interest & Dividends); C (Profit or Loss from Self Employment); D (Capital Gains & Losses); E (Rental Properties and K-1 Income); and F (Profit or Loss from Farming).

Tax Return Preparation & Planning

We think that tax services involve much more than simply filing a tax return on time. With a climate of federal and state governments needing to increase tax revenues in an era of budget deficits, being proactive is crucial in order to minimize tax burdens. We work with businesses and their owners, as well as families and individuals, not only on tax return preparation, but also in developing strategies to assist clients in achieving their current and future tax savings. We offer year-end analysis and strategies to reduce tax liabilities, and provide calculations to show the benefits of suggested solutions, and take into consideration multi-year planning and recent tax law changes.

We offer electronic filing options, quarterly and year-end estimated income tax payment calculations (including payment vouchers), and extension filings. We also assist estates with inventory reports, accountings, and administrative matters required by local courts and Registers of Wills. Needless to say, we have the ability to assist you with all your tax needs.

Business Formation & Start Up

We can help you form a new business entity, acquire Federal ID numbers, file appropriate tax elections and make prudent decisions when starting a new business.

Property & Corporate Franchise Tax Returns

We prepare miscellaneous returns for all entities in all states.

Resolving Issues with Taxing Authorities

We help clients resolve issues with the IRS and state & local governments relating to notices, audits, information requests, offers in compromise and collection procedures.

In summary, we provide services to corporations, partnerships limited liability companies (LLCs), trusts, estates, nonprofit entities and sole-proprietors. We have been engaged by business clients from many different industries, both small and large. We offer the latest in technology, from electronic filings of tax returns to the use of wireless e-mail and web services for efficient communication.

Accounting & Financial Consulting


  • Accounting & Bookkeeping Services
  • Bill Pay
  • Accounting System Setup & Support
  • Pension Plan Design
  • Review & Compilations
  • Financial Statements (Personal and Business)
  • General Ledger and Financial Statement Preparation
  • Financial Forecasts & Projections
  • Outsourced CFO Services

Accounting & Bookkeeping Services

We help clients with internally prepared financial statements, adjusting journal entries and general ledgers. We provide assistance with depreciation, amortization, and fixed asset schedules. We help clients generate monthly, quarterly, or annual financial statements, including other reports such as accounts payable, accounts receivable, and bank account reconciliations.

Accounting System Setup and Support

With today’s software, such as QuickBooks online, a business owner should expect readily available and current financial information. We help clients install and setup the appropriate software and offer instructional support to meet their needs. We can either come to your office location or provide instant access via our servers to adjust your system and reconcile any outstanding issues. Our clients typically print their own monthly, quarterly, annual financial statements directly from the accounting system selected.

Pension Plan Design

We assist business owners by analyzing the landscape to make prudent decisions on the most appropriate pension plan to implement. By calculating various options with census data, we advise clients on whether their current plan is the most advantageous for the small business owner. Often times, an existing plan can be dramatically improved to increase tax deductions for the owners and key management.

Divorce Financial Analysis & Planning

Divorce is a very emotional, challenging, and costly process. It not only has a devastating emotional impact on you, your spouse, and your family but a considerable financial impact as well.

Many divorcing couples have questions such as:

  • How do we value our property?
  • Who gets what property?
  • What tax issues must we be concerned with?
  • How do we divide retirement funds and pensions?
  • How will the lower-earning spouse survive financially?
  • What additional financial support does that person need?
  • Who gets the house?
  • What happens if a paying ex-spouse dies?
  • Where will the children live?
  • Who will pay for their education and medical treatment?

At EagleStone, we believe that consulting financial professionals for assistance in analyzing the financial consequences that can result from a divorce is critical. Concerns such as identifying and dividing property, alimony and child support benefits, dividing assets, analyzing tax consequences, debt and loan issues, and monthly income needs should be carefully examined to determine if an individual will be able to survive financially post-divorce.

Our team includes a Certified Divorce Financial Analyst (CDFA®), Certified Public Accountants (CPAs), and Certified Financial Planners® (CFPs) who are trained in divorce financial planning and can help you understand and evaluate the financial impact of your particular situation. Our experienced strategists take the time to help you understand how the financial decisions you make today will impact your finances now and in the future.

We collaborate with all parties involved including divorce lawyers and divorce mediators. We address all the financial intricacies of divorce to provide you and your team with the information you need to make informed decisions to achieve a financially fair settlement. We leave the law to attorneys and mediators specialized in family law, and we support them and you with expertise in financial matters.

Certified Divorce Financial Analyst Expertise

A Certified Divorce Financial Analyst (CDFA®) is a professional who comes from an accounting, financial planning or legal background and goes through an intensive training program to become skilled in analyzing and providing expertise related to the financial issues of divorce. EagleStone’s Director of Tax & Accounting, Joseph Lager, is a Certified Divorce Financial Analyst and a Certified Public Accountant (CPA).

How a CDFA Professional Can Help You

A CDFA® works with one or both spouses to ensure the division of assets is fair and equitable when ending a marriage. We help you address the unique financial issues around divorce with data that can achieve more equitable settlements. Through the financial analysis process, we help your client think through the financial implications of divorce and develop a realistic picture of their financial situation as they move forward.

We can help you understand:

  • Personal vs. Marital Property
  • Valuing and Dividing Property
  • Retirement Plans and Pensions
  • Spousal and Child Support
  • Splitting the House
  • Tax Problems and Solutions

A CDFA Professional Is Trained To …

The benefits of working with a CDFA® include:

  • Produce powerful case exhibits in the form of reports and graphical representations.
  • Provide a rock-solid personal financial analysis for your future.
  • Make sure you understand the specific short- and long-term impacts of different settlement proposals.
  • Reduced liability by having in-depth financial research to support your case.
  • Reliable expert witness testimony if your case goes to court.

Your life after divorce will depend heavily on your decisions during the divorce process. Be sure you have the right support team in place to maximize the outcome for all parties.

Learn more about the CDFA® designation here.

Tax Resources

Key Tax Numbers for 2022

The Key Numbers table summarizes all the important tax planning numbers you’ll need for 2020, 2021, and 2022.

Areas covered include:

  • Individual income tax planning and marginal tax rates
  • Investment planning
  • Education planning
  • Retirement planning
  • Business planning
  • Estate planning
  • Protection planning
  • Government benefits

Click here to download.

2021 Year-End Tax Planning

Click here to download a PDF of this report.
 
 
 
 
 
 
 
 
 

199A QBI Deduction Flowchart

Click here to download a PDF of this flowchart.
 

Escrow & Paymaster Services

As a trusted third party, our escrow agreements can facilitate your transactions by receiving and verifying funds, and then securely transferring funds to your designated payee(s) upon request. Whether your transaction is for Merger\Acquisition funding, construction projects, or other commercial ventures, we can safely and reliably transfer funds from buyer to seller to brokers to approved third parties with a customized escrow agreement to meet your needs. Our paymaster escrow services are supported by the FIDELITY treasury management system.

Paymaster Services

EagleStone Tax & Accounting Services (“ESTA”) provides confidential services for all types of financial transactions. We offer Paymaster services to many clients, both domestic and foreign. For transactions involving real estate and commodities, including jet fuel, oil, gas, precious metals and gem transactions, or goods such as personal protective equipment (PPE), you can rely on ESTA as a trusted intermediary. All such transactions must be compliant with federal authorities including the U.S. Departments of Treasury and Homeland Security. To protect all parties on high dollar contracts, ESTA as a neutral third party provides security for all interested parties.

We, at ESTA, act as a neutral third party to receive funds from any transaction between two separate individuals or businesses. ESTA as the Paymaster maintains an escrow account with a Trustee company, then disburses those funds to the previously approved interested parties. ESTA is responsible for all necessary paperwork for all interested parties in a transaction, including:

  • Securing copies of valid driver’s license and/or passport.
  • Completing IRS form W-9 for any U.S. citizens involved
  • For non U.S. citizens: Completing IRS Form W-8BEN
  • Copy of all transactional documents, including payment agreements

Note: Payments and disbursements can only be made in the form of a Federal wire transfer. Cash, money orders or bank checks are not permitted.

Regardless of whether we are paying an individual or company within or outside the United States, we must report all monies received and disbursed from our trust account. Because we report to the Internal Revenue Service (“IRS”) for compliance purposes, it is the sole responsibility of the individual or company to pay any taxes due to the IRS.

Overview – in General

Paymasters are usually used in transactions which involve large sums of money. For example, the transfer of large quantities of various financial instruments and commodities such as oil, jet fuel, gold or steel typically involve millions of dollars. The Paymaster’s services can be used to facilitate the payments and disbursement of funds.

Placing the funds in escrow with a neutral and trustworthy third party reduces the risk to both buyers and sellers in these transactions. It assures the seller that sufficient funds are available for payment, and it allows the buyer to receive title to the goods in question.

A paymaster is someone appointed by a group of buyers, sellers, investors or lenders to receive, hold, and dispense funds, commissions, fees, salaries (renumeration) or other trade, loan, or sales proceeds. The primary purpose of a paymaster is to receive fees via an Escrow Account by buyers in a large transaction, and disburse to the sellers and brokers on the transaction. Most buyers and sellers of such transactions want to place the money with a neutral third party for disbursement. In most cases, the buyer and the seller involved in the transaction require a paymaster be named to handle all incoming and outgoing funds.

A paymaster is a neutral third party and has no knowledge of any particulars of the transaction. They handle the incoming commissions, and then disburse the funds accordingly. In return for their services the paymaster charges a fee, which is paid directly to them out of the commission proceeds prior to disbursement.

Team Tax & Accounting

Joseph Lager, CPA, CFE, CDFA®

Director of Tax & Accounting

James D. Warring, CPA/PFS, CFP®

Chief Executive Officer & Founder

Tarun Mehta, JD/MBA

President & Chief Compliance Officer

Yohan Allender, CPA, CFP®

Vice President of Client Services

Patricia Biscoe, CPA

Principal - Tax & Accounting

Diane Futrowsky, CPA

Principal - Tax & Accounting

Jennifer Scales

Director of Operations - Tax & Accounting

Kyle Johnson, CPA

Tax Manager

Steve Pugliese, CPA

Consultant

Patti Johnson

Supervisor of Accounting

Jamie Smallcomb

Tax Supervisor

Danielle Ginsburg

Supervisor of Tax Coordination

Angela Luong, CPA, CMA

Sr. Tax & Accounting Associate

Nurul Hoq, MBA

Tax & Accounting Associate

Kate Rickman

Staff Accountant

Barbara Thomas

Senior Consultant - Client Services

Leah Creswell

Senior Consultant - Client Services

Beverly Grimm, CPA

Senior Tax Consultant

EagleStone Tax & Accounting Services is headquartered in Rockville, Maryland. We are a full-service Washington, DC, metropolitan area CPA firm offering tax preparation and planning services for individuals, corporations, partnerships, limited liability companies (LLCs), nonprofits, sole proprietors, estates and trusts. We also offer accounting, bookkeeping and financial consulting services to small businesses. We believe in delivering the highest quality tax, accounting, and financial consulting services that will result in the best solutions for our clients.

With more than 700 tax and accounting clients, EagleStone Tax & Accounting Services services a local client base as well as clients in most states throughout the United States and overseas. Our focus is on maintaining a personal relationship with each client regardless of their physical location. With today’s advanced communications technology, responsiveness is a high priority for us. As a financial advisor and business partner, we understand your need to save time and will work to find effective solutions for you to also save money.

Along with our focused approach to tax planning, the experienced team at EagleStone Tax & Accounting Services undergoes continuous professional development and education. Not only do we have an excellent reputation for client service, but our shareholders were previously CPAs with international accounting firms and are recognized as experts through various national publications and speaking venues.

Contact us for additional information about our firm, the services we offer, or how we might help you. Reach our offices by phone at 301-260-0809 or send an email to Jim Warring ([email protected]) or Joe Lager ([email protected]).

Individuals

Individuals

  • Individuals
  • Trusts
  • Estates
  • Estate Administration

Whether you are an employee, a business owner or self employed, our company can help you with a variety of service offerings, from tax return preparation, to compliance with taxing authorities, to financial consulting, to wealth planning through our affiliated relationships. We understand the complexity individuals face when dealing with finances, tax obligations, and organization of information. Knowing where you are headed financially by establishing attainable goals is very important to reaching financial independence.

 

 

Depending on your individual situation, you could face any of the following financial questions:

 

 

  • What are the tax ramifications of a potential sale or exchange?
  • How much do I need to save now to be financially independent one day?
  • Do I need insurance or am I better off self-insuring?
  • How can I be tax efficient in transferring my assets upon death?
  • What type of loan should I get for a real estate acquisition?
  • Is the performance of my portfolio appropriate for the risk I assume?
  • What should I do with my 401(k) options?
  • What are the potential tax consequences of my divorce settlement?
  • What steps should I take to ensure the division of assets is fair and equitable in my divorce settlement?

Since we specialize in answering these questions every day, we can certainly help you.

Businesses

Businesses

  • Corporations
  • Partnerships
  • LLCs
  • Nonprofit organizations

With decades of combined experience serving many industries, from small businesses with gross revenues of less than $200,000, to larger companies with gross revenues exceeding $50 million, we have the knowledge to help you make prudent decisions. We can help you correctly interpret the information provided in your financial statements and tax returns. As CPAs, we can help you understand the numbers generated by your business while maximizing management efficiency. Based on our extensive knowledge and experience in working with literally hundreds of businesses over the years, we act as a financial advocate to help entrepreneurs make sound business choices.

We provide services to corporations, partnerships, limited liability companies (LLCs), trusts, estates, nonprofit entities and sole-proprietors. We have been engaged by business clients from many different industries, both small and large. We offer the latest in technology, from electronic filings of tax returns to the use of e-mail and web portal services for efficient communication.


  • Tax Return Preparation & Planning (Individuals, Corporations, Partnerships, LLCs/LLPs, Estates, Trusts, Nonprofit Organizations)
  • Business Formation & Start Up
  • Tax Compliance
  • Property & Corporate Franchise Tax returns
  • Resolving Issues with Taxing Authorities
  • Divorce & Support Issues
  • Tax Effects of Buying/Selling a Business

Over many decades, our partners and staff have prepared thousands of tax returns, including filings for individuals, corporations, partnerships, LLCs, nonprofits, trusts, and estates. We understand the ever-changing complexity of staying current on tax forms and the tax law including Internal Revenue Code and Regulation changes, in order for our clients to file complete and accurate tax returns. Our collective knowledge and experience allows us to deliver valuable insights to our clients when providing counsel to them. We are intimately aware of the various intricacies that legitimately save our clients real dollars. In addition, we save time by knowing where to find answers for clients, which also adds value to our client relationships.

With our experience and knowledge, we are adequately equipped to prepare tax returns for all entities, on all levels to keep you in compliance with each and every taxing authority, whether federal, state or local. Below is a sample list of federal returns we have prepared for clients in the past. In addition to federal forms, we have prepared returns for most of the states in the U.S. and can accommodate clients regardless of location. We also can amend any previously filed tax returns that may generate refunds for clients. Unlike many other firms, all of our tax returns are reviewed and signed by a CPA. See www.aicpa.org for more information on CPAs.

Federal forms: 1040; 1120 and 1120-S; 1065; 1041; 709. Federal Schedules: A (Itemized Deductions) and B (Interest & Dividends); C (Profit or Loss from Self Employment); D (Capital Gains & Losses); E (Rental Properties and K-1 Income); and F (Profit or Loss from Farming).

Tax Return Preparation & Planning

We think that tax services involve much more than simply filing a tax return on time. With a climate of federal and state governments needing to increase tax revenues in an era of budget deficits, being proactive is crucial in order to minimize tax burdens. We work with businesses and their owners, as well as families and individuals, not only on tax return preparation, but also in developing strategies to assist clients in achieving their current and future tax savings. We offer year-end analysis and strategies to reduce tax liabilities, and provide calculations to show the benefits of suggested solutions, and take into consideration multi-year planning and recent tax law changes.

We offer electronic filing options, quarterly and year-end estimated income tax payment calculations (including payment vouchers), and extension filings. We also assist estates with inventory reports, accountings, and administrative matters required by local courts and Registers of Wills. Needless to say, we have the ability to assist you with all your tax needs.

Business Formation & Start Up

We can help you form a new business entity, acquire Federal ID numbers, file appropriate tax elections and make prudent decisions when starting a new business.

Property & Corporate Franchise Tax Returns

We prepare miscellaneous returns for all entities in all states.

Resolving Issues with Taxing Authorities

We help clients resolve issues with the IRS and state & local governments relating to notices, audits, information requests, offers in compromise and collection procedures.

In summary, we provide services to corporations, partnerships limited liability companies (LLCs), trusts, estates, nonprofit entities and sole-proprietors. We have been engaged by business clients from many different industries, both small and large. We offer the latest in technology, from electronic filings of tax returns to the use of wireless e-mail and web services for efficient communication.


  • Accounting & Bookkeeping Services
  • Bill Pay
  • Accounting System Setup & Support
  • Pension Plan Design
  • Review & Compilations
  • Financial Statements (Personal and Business)
  • General Ledger and Financial Statement Preparation
  • Financial Forecasts & Projections
  • Outsourced CFO Services

Accounting & Bookkeeping Services

We help clients with internally prepared financial statements, adjusting journal entries and general ledgers. We provide assistance with depreciation, amortization, and fixed asset schedules. We help clients generate monthly, quarterly, or annual financial statements, including other reports such as accounts payable, accounts receivable, and bank account reconciliations.

Accounting System Setup and Support

With today’s software, such as QuickBooks online, a business owner should expect readily available and current financial information. We help clients install and setup the appropriate software and offer instructional support to meet their needs. We can either come to your office location or provide instant access via our servers to adjust your system and reconcile any outstanding issues. Our clients typically print their own monthly, quarterly, annual financial statements directly from the accounting system selected.

Pension Plan Design

We assist business owners by analyzing the landscape to make prudent decisions on the most appropriate pension plan to implement. By calculating various options with census data, we advise clients on whether their current plan is the most advantageous for the small business owner. Often times, an existing plan can be dramatically improved to increase tax deductions for the owners and key management.

Divorce is a very emotional, challenging, and costly process. It not only has a devastating emotional impact on you, your spouse, and your family but a considerable financial impact as well.

Many divorcing couples have questions such as:

  • How do we value our property?
  • Who gets what property?
  • What tax issues must we be concerned with?
  • How do we divide retirement funds and pensions?
  • How will the lower-earning spouse survive financially?
  • What additional financial support does that person need?
  • Who gets the house?
  • What happens if a paying ex-spouse dies?
  • Where will the children live?
  • Who will pay for their education and medical treatment?

At EagleStone, we believe that consulting financial professionals for assistance in analyzing the financial consequences that can result from a divorce is critical. Concerns such as identifying and dividing property, alimony and child support benefits, dividing assets, analyzing tax consequences, debt and loan issues, and monthly income needs should be carefully examined to determine if an individual will be able to survive financially post-divorce.

Our team includes a Certified Divorce Financial Analyst (CDFA®), Certified Public Accountants (CPAs), and Certified Financial Planners® (CFPs) who are trained in divorce financial planning and can help you understand and evaluate the financial impact of your particular situation. Our experienced strategists take the time to help you understand how the financial decisions you make today will impact your finances now and in the future.

We collaborate with all parties involved including divorce lawyers and divorce mediators. We address all the financial intricacies of divorce to provide you and your team with the information you need to make informed decisions to achieve a financially fair settlement. We leave the law to attorneys and mediators specialized in family law, and we support them and you with expertise in financial matters.

Certified Divorce Financial Analyst Expertise

A Certified Divorce Financial Analyst (CDFA®) is a professional who comes from an accounting, financial planning or legal background and goes through an intensive training program to become skilled in analyzing and providing expertise related to the financial issues of divorce. EagleStone’s Director of Tax & Accounting, Joseph Lager, is a Certified Divorce Financial Analyst and a Certified Public Accountant (CPA).

How a CDFA Professional Can Help You

A CDFA® works with one or both spouses to ensure the division of assets is fair and equitable when ending a marriage. We help you address the unique financial issues around divorce with data that can achieve more equitable settlements. Through the financial analysis process, we help your client think through the financial implications of divorce and develop a realistic picture of their financial situation as they move forward.

We can help you understand:

  • Personal vs. Marital Property
  • Valuing and Dividing Property
  • Retirement Plans and Pensions
  • Spousal and Child Support
  • Splitting the House
  • Tax Problems and Solutions

A CDFA Professional Is Trained To …

The benefits of working with a CDFA® include:

  • Produce powerful case exhibits in the form of reports and graphical representations.
  • Provide a rock-solid personal financial analysis for your future.
  • Make sure you understand the specific short- and long-term impacts of different settlement proposals.
  • Reduced liability by having in-depth financial research to support your case.
  • Reliable expert witness testimony if your case goes to court.

Your life after divorce will depend heavily on your decisions during the divorce process. Be sure you have the right support team in place to maximize the outcome for all parties.

Learn more about the CDFA® designation here.

Key Tax Numbers for 2022

The Key Numbers table summarizes all the important tax planning numbers you’ll need for 2020, 2021, and 2022.

Areas covered include:

  • Individual income tax planning and marginal tax rates
  • Investment planning
  • Education planning
  • Retirement planning
  • Business planning
  • Estate planning
  • Protection planning
  • Government benefits

Click here to download.

2021 Year-End Tax Planning

Click here to download a PDF of this report.
 
 
 
 
 
 
 
 
 

199A QBI Deduction Flowchart

Click here to download a PDF of this flowchart.
 

Escrow & Paymaster Services

As a trusted third party, our escrow agreements can facilitate your transactions by receiving and verifying funds, and then securely transferring funds to your designated payee(s) upon request. Whether your transaction is for Merger\Acquisition funding, construction projects, or other commercial ventures, we can safely and reliably transfer funds from buyer to seller to brokers to approved third parties with a customized escrow agreement to meet your needs. Our paymaster escrow services are supported by the FIDELITY treasury management system.

Paymaster Services

EagleStone Tax & Accounting Services (“ESTA”) provides confidential services for all types of financial transactions. We offer Paymaster services to many clients, both domestic and foreign. For transactions involving real estate and commodities, including jet fuel, oil, gas, precious metals and gem transactions, or goods such as personal protective equipment (PPE), you can rely on ESTA as a trusted intermediary. All such transactions must be compliant with federal authorities including the U.S. Departments of Treasury and Homeland Security. To protect all parties on high dollar contracts, ESTA as a neutral third party provides security for all interested parties.

We, at ESTA, act as a neutral third party to receive funds from any transaction between two separate individuals or businesses. ESTA as the Paymaster maintains an escrow account with a Trustee company, then disburses those funds to the previously approved interested parties. ESTA is responsible for all necessary paperwork for all interested parties in a transaction, including:

  • Securing copies of valid driver’s license and/or passport.
  • Completing IRS form W-9 for any U.S. citizens involved
  • For non U.S. citizens: Completing IRS Form W-8BEN
  • Copy of all transactional documents, including payment agreements

Note: Payments and disbursements can only be made in the form of a Federal wire transfer. Cash, money orders or bank checks are not permitted.

Regardless of whether we are paying an individual or company within or outside the United States, we must report all monies received and disbursed from our trust account. Because we report to the Internal Revenue Service (“IRS”) for compliance purposes, it is the sole responsibility of the individual or company to pay any taxes due to the IRS.

Overview – in General

Paymasters are usually used in transactions which involve large sums of money. For example, the transfer of large quantities of various financial instruments and commodities such as oil, jet fuel, gold or steel typically involve millions of dollars. The Paymaster’s services can be used to facilitate the payments and disbursement of funds.

Placing the funds in escrow with a neutral and trustworthy third party reduces the risk to both buyers and sellers in these transactions. It assures the seller that sufficient funds are available for payment, and it allows the buyer to receive title to the goods in question.

A paymaster is someone appointed by a group of buyers, sellers, investors or lenders to receive, hold, and dispense funds, commissions, fees, salaries (renumeration) or other trade, loan, or sales proceeds. The primary purpose of a paymaster is to receive fees via an Escrow Account by buyers in a large transaction, and disburse to the sellers and brokers on the transaction. Most buyers and sellers of such transactions want to place the money with a neutral third party for disbursement. In most cases, the buyer and the seller involved in the transaction require a paymaster be named to handle all incoming and outgoing funds.

A paymaster is a neutral third party and has no knowledge of any particulars of the transaction. They handle the incoming commissions, and then disburse the funds accordingly. In return for their services the paymaster charges a fee, which is paid directly to them out of the commission proceeds prior to disbursement.

Joseph Lager, CPA, CFE, CDFA®

Director of Tax & Accounting

James D. Warring, CPA/PFS, CFP®

Chief Executive Officer & Founder

Tarun Mehta, JD/MBA

President & Chief Compliance Officer

Yohan Allender, CPA, CFP®

Vice President of Client Services

Patricia Biscoe, CPA

Principal - Tax & Accounting

Diane Futrowsky, CPA

Principal - Tax & Accounting

Jennifer Scales

Director of Operations - Tax & Accounting

Kyle Johnson, CPA

Tax Manager

Steve Pugliese, CPA

Consultant

Patti Johnson

Supervisor of Accounting

Jamie Smallcomb

Tax Supervisor

Danielle Ginsburg

Supervisor of Tax Coordination

Angela Luong, CPA, CMA

Sr. Tax & Accounting Associate

Nurul Hoq, MBA

Tax & Accounting Associate

Kate Rickman

Staff Accountant

Barbara Thomas

Senior Consultant - Client Services

Leah Creswell

Senior Consultant - Client Services

Beverly Grimm, CPA

Senior Tax Consultant

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Securities offered through DAI Securities, LLC. Member FINRA/SIPC. Advisory Services offered through EagleStone Tax & Wealth Advisors. EagleStone Tax & Wealth Advisors is not affiliated with DAI Securities. Financial planning, investment and wealth management services provided through EagleStone Wealth Advisors, Inc. Tax and accounting services provided through EagleStone Tax & Accounting Services.

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