Intellisource Financial Services CPA

Intellisource Financial Services CPA


Thank you to Wolford Media who was kind enough to donate their time to shoot a video for our event benefiting Ellie's Hats. Check out the artistry!

We'd also like to give a special shoutout to the sponsors and supporters of the event. Pro-Speed Autoworks, Manor Works Painting, Divine Wine Tours of Virginia, Intellisource Financial Services CPA, Advance Auto Parts, Pet Wants Chantilly, Main Street Home Loans, Moran Screen Printing, Lisa Alonso Properties, Primrose School of South Riding, Loudoun K9 Dog Training, PBC Automotive, Perpetual Sound LLC, Bangin' Gears, The 501st Legion, and The Dark Empire: Moraband Spire and Media Cure Productions. We appreciate you all so much. Thank you for helping to make the day possible!
It's a when we can announce one of our new golf tee sponsors for our tournament on May 10th at Chantilly National Golf & Country Club. Intellisource Financial Services CPAs located in Fairfax are a customized accounting services firm and can be your "off site CFO" for small businesses. They offer affordable accounting services for small teams with big goals. Extra thanks to Intellisource Managing Director, Brad Howe, for spearheading this effort. Visit them at

We have another amazing sponsor to announce for Casey's Car Show & Spring Fest! ☘️

Intellisource Financial Services CPA offers customized accounting, bookkeeping, and tax expertise for small teams with big goals. We can vouch for their amazing services because we have used them for Casey's for the past 6 years!

If you have a small business in need of an accounting overhaul, contact them today!
At last week's NVBO meeting, our resident CPA shared his best practices for filing your 2021 tax returns! 💸

Given USPS issues and the reduction in workers, mail-in records are not the best way to go this year. Instead, the IRS recommends e-filing to save yourself time and the potential headache of your returns not arriving on time.

Thanks to Brad Howe of Intellisource Financial Services CPA for this great info!
Calling all small business owners!📢

Don't miss out on or — coming up this weekend!

Have a special going on? Schedule a post early this week to showcase your offering and follow it up with daily story reminders on Instagram and Facebook.

If you don't have any specials, no worries! You can still use social media to tell remind people about your products or services.

And don't forget to support other small businesses in your area by tagging them in your posts + stories!

Here are a few of my Northern Virginia favorites:

🎨 One-of-a-kind crafts + events: The Aviary Girls
🍷 Local wine tours: Divine Wine Tours of Virginia
🏠 Residential painting: Manor Works Painting
🌳 Landscaping, patios + pools: Rock Water Farm Landscapes & Hardscapes
💪 Beautycounter + Pilates: Alicia Thomasson
🐶 Dog training services: Loudoun K9 Dog Training
💲 Accounting + finance: Intellisource Financial Services
🚗 Automotive repair (shameless plug): Casey's Automotive

Don't particularly need any of their services or products?

You can support them for FREE by simply following their page. 👏👏👏

Like + comment on their posts to help their business be seen by more people on social media — it only takes a minute!

As small business owners, let's support each other this holiday season. We're all in this together!

What are some of your favorite small businesses? Tag them in the comments below!

Intellisource Financial Services offers customized accounting and tax services for small businesses


Did you support a local coffee shop yesterday?

If not, you still can!

The world is celebrating all week, so skip the chain and opt for a family-owned business!

And if you're a local small business and finding yourself in a bind and need help getting back on track, give us a call.

We've got your back, and you've got our business! 😊


Now this is a national holiday we can get behind! ☕️

Today, many coffee shops are giving away free coffee, so check out what the local spots are doing near you!

And for good measure and small business support, tag your favorite small coffee shops in the comments below!

We'd love to check them out in the name of National Coffee Day! 😊


Did you know that 50 years ago a stamp cost 8 cents? ✉️

Today, that same stamp costs 55 cents. That's a 3.9% price increase per year! 👀

Simply put, that is INFLATION.

Over the last 15 years, the increasing cost of goods and services has been reasonable and barely a topic of conversation.

However, inflation has recently become a hot topic and the rising cost of day-to-day items has become more noticeable.

So, should you be concerned?

That depends.

Most financial plans and financial analysis reports anticipate long-term inflation, so investment portfolios are created and managed annually to combat its effects.

Now may be a good time to review these financial tools and investment strategies to see how it all works.

So, you don't have to be too concerned, just more educated!


We've got good news 😊

You might be paying too much in taxes, but...

If you work with us, we can help!

Working with a trusted partner is the first step toward saving you money on your taxes.

Give us a call or send a DM and let's get started ASAP.

Oh, and tell us: If you had some extra money, what would you do with it? ⬇️


Everyone deserves a little self-care — even CPAs!

Now that the September 15th deadline has come and gone, we think it's about time we did a little something for ourselves.

So, give yourself some grace, block out a little quiet time for yourself, or just treat yourself to something special.

Remember: No one can run on a half-empty tank, so fill yourself up!

Oh, and have a great weekend. 😊


To piggyback off our post yesterday, let's talk audit support! 🧑‍💻

Our Intellisource staff has expertise in all phases of the audit cycle.

We will prepare your accounting staff for an upcoming audit or represent your company directly with the auditors. Whatever the need, we have extensive knowledge in this area.

We can:

✓ Prepare audit schedules

✓ Furnish supporting documentation

✓ Ensure internal controls and processes are supported and documented

✓ Respond to audit inquiries

✓ Provide analytical support

✓ Perform procedural walk-throughs for audits

✓ Be the “go-to” person for the auditors

Everything you need, all in one place! 👏


It's been a while, but who's ready for a Tax Tip Tuesday? 🙋🏻‍♀️

Your tax return will only be as good as your records, so keep ALL of your business receipts over the course of the year.

We're talking major purchases all the way down to that lunch meeting — every single receipt should be saved!

If you're missing important receipts and documentation, not only are you hurting yourself at tax return time, but you're also in danger of failing an audit and potentially owing more than you anticipated.

To make sure this doesn't happen to you, give the Intellisource team a call!

We are Quickbooks certified and can organize all of your financials and even train you and your staff.

Give us a call today to get started!


Market Update! 📈

We came into this year expecting a stronger economy and robust stock market, but even we're surprised at just how resilient things have been!

A record-breaking 2nd quarter earnings season saw more than 86% of S&P 500 companies beat their consensus earnings estimates — the highest ever recorded and well above the 75% five-year average. 🙌

Another reason stocks have been so strong?

The Federal Reserve (Fed) monetary policies.

The Fed is expected to begin to taper its monthly bond purchases, but it appears to be committed to leaving rates low for the foreseeable future. 👍

Still, domestic consumer confidence has taken a hit recently due to multiple factors, which could lead to a weaker-than-expected third quarter.

Looking ahead to the end of the year, we remain positive but believe investors should be on alert for potential seasonal volatility.

For more information and for help making the best decisions for your financial future, give us a call any time.


Now that the final tax deadline has passed, it's time to start preparing for the new season!

(Yes, it's right around the corner! 👀)

To make the tax process as seamless as possible, make sure you have the right accountant in your corner.

At Intellisource Financial, our commitment to our customers is what sets us apart.

We're not just in the financial services business; we're also in the business of building relationships.

And we welcome the opportunity to work with you! 🤝


Not all superheroes wear capes! 🦸

Some carry briefcases and can work magic in a spreadsheet! 😆

That's right, we're talking about your friendly neighborhood CPA's who today, on September 15th, are the real heroes!

Many will be pulling all-nighters to get their clients' taxes done in time, so thank your accountant today!

(We need all the support we can get. 🤪)


So, you're starting a new business!

(Yay! 🎉)

One of the first things you'll have to decide is the best business entity for your organization — a big decision that has far-reaching legal and tax consequences.

When you work with the Intellisource team, we'll assess the facts and recommend the proper entity type (S-Corp, LLC, etc.) for your situation.

So, give us a call and let's talk through your options, so you can get back to the business of starting your new business! 👏


Did you know???

Both Apple and Amazon started in garages.

You know, a few scrappy guys with a genius idea working with what they had.

(Which wasn't much at the start! 😉)

Let these humble beginnings be a lesson that, to achieve our dreams, we all have to start somewhere,

So, take the first step today — even if it's a small one!

Trust us, your future self will thank you.


Life Insurance Awareness Month?

Who knew that was a thing?! 😆

Today, take a minute to make sure your insurance is in order by:

✅ Updating your beneficiaries. Any life changes such as marriage, divorce, or loss of a loved one may create a need for adjusting your beneficiaries.

✅ Reviewing ownership and beneficiary designations for maximum tax efficiency.

✅ Evaluating your policy for a long-term care rider. Many newer, hybrid policies can offer benefits while living or upon death.

If you need assistance or advice regarding your insurance, please send us a DM or give us a call at 703-448-7307.


The end of the fiscal year is upon us, which means tax season isn't far behind! 😬

There's no time like the present to start getting your finances in order — and the IFS team can help!

We offer a comprehensive range of tax services for individuals, corporations, S-corporations, Limited Liability Companies (LLC), partnerships, non-profits, and trusts.

Simply give us a call today and we'll set you on the right path so you're ready to rock come tax season!


🚨 Market Update: COVID-19 Edition! 🚨

The highly transmissible Delta variant of COVID-19 could play a part in an economic drag through the end of the year.


👉 While we're unlikely to see a new wave of widespread shutdowns in the U.S., there may be added restrictions.

👉 Even without government mandates, individuals may modify their behavior, potentially slowing the rate of economic growth.

👉 Supply chain disruptions are to be expected.

Still, not all news around the Delta variant has been bad from a market perspective.

We may even be close to the inflection point where much of the bad news has been priced in and markets start looking past the Delta variant’s growth impact.

Bottom line: Despite the greater transmissibility of the Delta variant and increased health risk for those not vaccinated, we believe the U.S. and global economy will continue to expand over the rest of 2021.

Timeline photos 09/06/2021

Happy Labor Day from all of us here at Intellisource!

We know how hard you work, so we hope you're enjoying your much-deserved long weekend.

Come to think of it, who thinks every weekend should be a little longer? 😉


Another successful week in the books! 👏

Before we head out for the holiday weekend, let's take stock of where we're at.

🤔 How is your business doing?

🤔 Is everything in order and on track?

🤔 Is there anything we can do to help?

Take a minute to think about these questions and give us a call if you need backup!

And then go and enjoy the long weekend! 😎


The fourth quarter is right around the corner!

And you know what that means?

A new tax season is upon us!

(As your friendly CPA, we'll continue to remind you of this until we're blue in the face. 😆)

As you prepare, a quick note on family caregiving:

The average family caregiver spends about $7K a year on household, medical, and other costs related to caring for a loved one.

Luckily, federal tax law allows taxpayers to claim up to $500 as a nonrefundable "credit for other dependents," including elderly parents.

There are qualifiers and limitations to this credit, so give us a call if you have questions!

Timeline photos 09/01/2021

Estate planning can be complicated. 🥴

One of the tools in an estate planner’s toolbox is a trust designed to avoid estate taxes.

However, many trusts are irrevocable, meaning once you create them, you can't change them — a fact that can deter people from making tax savings gifts.

Enter the Spousal Lifetime Access Trust (SLAT).

A SLAT is an estate planning tool that provides potential tax reduction features but with a twist if set up correctly.

Even if the trust is irrevocable, the assets in the SLAT could be made available to a spouse while living if you:

👉 Are concerned about the impact of state or federal estate taxes

👉 Feel that you are in a position to gift assets

👉 Own life insurance policies in the name of you or your spouse

To make sure you're setting up your estate properly, give us a call today, and let's walk through your options.


Welcome, September! 👋

As we start off the new month, a friendly reminder:

All Q3 tax payments are due on September 15th!

For our Partnerships and S-corps, this is your filing deadline as well. (No more extensions are accepted after this day.)

As this deadline approaches, we CPAs get busier, so get your paperwork in sooner rather than later!

We appreciate the extra consideration and look forward to helping with all your tax needs.


Estate planning can be complicated. 🥴

One of the tools in an estate planner’s toolbox is a trust designed to avoid estate taxes.

However, many trusts are irrevocable, meaning once you create it, you can't change it — a fact that can deter people from making tax savings gifts.

Enter the Spousal Lifetime Access Trust (SLAT).

A SLAT is an estate planning tool that provides potential tax reduction features but with a twist if set up correctly.

Even if the trust is irrevocable, the assets in the SLAT could be made available to a spouse while living if you:

👉 Are concerned about the impact of state or federal estate taxes

👉 Feel that you are in a position to gift assets

👉 Own life insurance policies in the name of you or your spouse

To make sure you're setting up your estate properly, give us a call today, and let's walk through your options.


It's been an exciting week for Fairfax, Prince William, and Loudoun Counties as school is officially back in session! 📚

We're sending all the good vibes to the students, teachers, staff, and parents as we embark on another not-so-normal year.

You got this! 👊


FACT 1️⃣ : Staying up-to-date with accounting rules and system software is critical to the success of your team.

FACT 2️⃣ : Having a training plan and schedule for new staff members will ensure their successful transition and assimilation into your organization.

Yet it's still incredibly common for businesses to neglect these important steps. 🙄

That's where the Intellisource Financial team comes in!

We can provide the training services that your staff members need, be it hands-on training or written reference documentation to support everyday operations.

So, what are you waiting for? Give us a call today!


Who's ready for a quick Tuesday tip? 🙋‍♂️

Tax season may seem like a long way off, but it will be here before we know it!

To make sure you're prepared, block out some time each week to get all of your necessary paperwork in order, organize receipts, and avoid letting invoices pile up.

An easy way to keep everything organized and accounted for is through QuickBooks. The program will categorize and reconcile your bank accounts and credit cards, and make sure everything is up-to-date when you need it.

If you've never used the software before, give us a call. We're certified QuickBooks Pro advisors, and offer training for you and your staff.


Never underestimate the power of an all-star accounting team! 🌟

Proper accounting for your business provides vital information regarding:

👉 Cost and earnings

👉 Profit and loss

👉 Liabilities and assets for decision making

👉 Planning and controlling processes

Moreover, tax reporting agencies require you to keep books at a minimum level that tracks income and expenditure.

So, as you can see, having an experienced accounting team is kind of a big deal. 😉

Give us a call with any inquiries or questions you may have. We're ready and standing by!


6 months and counting.

That's the current monthly winning streak for the S&P 500 Index. 🙌

To take that a step further, this key equity benchmark has posted gains in 13 of the last 16 months, dating back to the March 2020 low.

Last month, with over 60% of S&P 500 companies reporting results, 88% have beaten their earnings estimates. This would be the highest ever recorded if it stands — and well above the 75% five-year average! 👀

Looking ahead, our stock market outlook remains positive as fundamental drivers have been robust.

That said, investors may want to double check their allocations against their risk tolerance. Getting too far out over one’s skis is never a good idea.

Every month we send market updates, tax tips, and info — straight to your inbox! 📥


We've all heard the saying before:

"By failing to prepare, you're preparing to fail."

And this especially goes for starting a new business!

You need a plan, and market research helps you create one!

By conducting market research, you can determine whether there’s a fit for your idea and whether it’s something people will actually pay you for.

To do this, ask the following questions:

🤔 Who is my ideal customer?

🤔 What are their spending habits?

🤔 What is the market like?

🤔 Who are my competitors?

🤔 What are my opportunities to grow, build out, and possibly shift my business down the road?

By answering these questions, you can make a plan for your business that not only suits your vision, but suits the potential clients that will determine your success.

If you're up to your eyeballs in every other aspect of starting a business, leave the market research to us!

Financial help for small business

Intellisource Financial offers a full suite of financial accounting and tax services.

Our technical expertise and services offer business owners insight into their company’s financial activity and performance. We provide the analysis and reporting necessary for you — and others within your organization — to be able to make sound, timely business decisions.

We also offer a comprehensive range of tax services for individuals, corporations, S-corporations, Limited Liability Companies (LLC), partnerships, non-profits, and trusts.

Finally, if you need more than bookkeeping, Intellisource offers C-Level Services, developing a deep understanding of your business and becoming an integrated and highly trusted member of your team in order to provide strategic financial advice that will enable you to meet your growth and performance goals.

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11208 Waples Mill Road, Suite 109
Fairfax, VA

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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