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2439 North Rockingham Street
Arlington, VA 22207

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Todd Ihrig

(703) 536-3650

 

1040 Analyst

Invest With A PlanSM is a holistic approach to financial advice that includes understanding your tax situation and the tax effects your investment choices will have.  I work closely with your tax professional to make sure the investment advice I give is consistent with the tax advice he/she is providing.  In addition to this human-based planning, I also have access to systems and tools to provide another perspective.

Your tax return contains a wealth of information that is unique to you.  Our proprietary 1040 Analyst tool analyzes that valuable information to provide a customized report that leverages the firm's expertise with Tax Alpha to provide you with a “1040 Advantage.”  You can learn more with the video below.