Aiken Warner PLLC, CPAs

Aiken Warner PLLC, CPAs If you are looking for a balance of experience, unparalleled personal service and financial expertise, then you have come to the right place.

At Aiken Warner PLLC CPAs, you will always have the opportunity to speak with a knowledgeable professional. We take pride in our personalized service and quick response time, both of which can be rare in today’s fast-paced business environment. Monumental advances in technology are both exciting and increase our efficiency as a society, yet Aiken Warner PLLC CPAs is determined never to lose that p

ersonal touch. See the difference for yourself. Give us a call and you will be connected to a friendly, proactive, knowledgeable member of our team. Like you, we have families we care about, we make hard decisions in our lives, and we want the best for our financial futures. Therefore, we take the time to develop a thorough understanding of your unique needs and create a custom solution for your specific circumstances. RUNNING A BUSINESS? Money is the foundation of any business. Businesses are started to make money, and if they don’t make enough, then they aren’t businesses for long. That’s why financial expertise is critical to any business endeavor. That’s where we come in. Aiken Warner PLLC CPAs brings decades of experience to benefit our business clients. We can help corporate management recognize the warnings hiding in a company’s financial reports to ensure ample time to react effectively on the information, and we can identify the hidden opportunities embedded in a company’s financial history and projections. The closer we work with the leadership of a company, the better we get to know a firm’s operating structure, client and vendor philosophies, the more effective we are as advisors. While we have extensive accounting and taxation knowledge and experience, we also have another significant advantage that genuinely elevates us above our peers: our business valuation practice. Performing valuations brings us into intimate contact with a variety of industries and companies where we see the best and worst business systems and practices. This ongoing contact gives us an exclusive understanding of the characteristics that make a business strong and sound, as well as specialized insight regarding the unique circumstances of many different industries. Furthermore, Aiken Warner PLLC CPAs continually invests in areas that many other firms do not, including exceptionally strong security systems, databases, and ongoing education to ensure that we remain current on applicable financial laws, regulations and trends. We bring such resources to bear so that our clients can be confident they’re receiving the best advice and service possible. From acquisitions to succession planning, budgeting to real estate transactions, and everything in between, let Aiken Warner PLLC CPAs demonstrate our value to your business’s bottom line.

Artificial intelligence is changing the way we live and work—but it’s also changing the way scams happen.Fraudsters are ...
06/03/2026

Artificial intelligence is changing the way we live and work—but it’s also changing the way scams happen.

Fraudsters are now using AI to create “deepfake” voices, spoof caller ID information, and generate convincing robocalls designed to impersonate the IRS or other trusted organizations.

A few important reminders:
• The IRS will not call demanding immediate payment
• The IRS will not threaten arrest over the phone
• Official IRS notices are generally sent through U.S. mail

The IRS also cautions taxpayers against relying solely on AI-generated answers for complex tax questions. While AI can be helpful, it can also provide inaccurate or incomplete information when it comes to tax laws and calculations.

Always verify tax information through trusted sources—or better yet, work directly with a qualified professional.

If you have tax questions or receive suspicious communication claiming to be from the IRS, contact our office.

Aiken Warner PLLC, CPAs
3975 University Drive, #200
Fairfax, VA 22030
703-591-1040
www.aikenwarner.com

Looking for a tax-efficient way to support the causes you care about?A Donor-Advised Fund (DAF) can be a powerful tool f...
06/01/2026

Looking for a tax-efficient way to support the causes you care about?

A Donor-Advised Fund (DAF) can be a powerful tool for both charitable giving and estate planning. By contributing cash or appreciated assets to a DAF, you may qualify for an immediate charitable income tax deduction while allowing the funds to be distributed to charities over time.

Benefits of a DAF may include:
• Potential income tax savings
• Reducing your taxable estate
• Flexibility to choose charitable recipients later
• The ability to support different organizations from year to year
• Creating a lasting charitable legacy for future generations

DAFs can also help families involve children and heirs in long-term philanthropic planning and shared charitable goals.

If charitable giving is part of your financial or estate planning strategy, contact our office to learn more about whether a DAF may be right for you.

Aiken Warner PLLC, CPAs
3975 University Drive, #200
Fairfax, VA 22030
703-591-1040
www.aikenwarner.com

Planning accessibility upgrades for your business? There may be valuable tax incentives available.Two federal tax breaks...
05/29/2026

Planning accessibility upgrades for your business? There may be valuable tax incentives available.

Two federal tax breaks can help offset the cost of qualifying accessibility improvements:

• The Disabled Access Credit may provide eligible small businesses with a tax credit worth up to $5,000
• Businesses of any size may also qualify for a deduction of up to $15,000 annually for certain architectural or transportation barrier removal expenses

These incentives can apply to improvements that help make your business more accessible to employees and customers alike.

Keep in mind:
✔️ You may qualify for both tax breaks in the same year
✔️ The same expense cannot be used for both benefits
✔️ New construction generally does not qualify

If you’re considering upgrades to your business, proper planning can help maximize the available tax savings.

Aiken Warner PLLC, CPAs
3975 University Drive, #200
Fairfax, VA 22030
703-591-1040
www.aikenwarner.com

Think you can toss old tax records right after filing? Not so fast.If the IRS audits your tax return, you may need docum...
05/27/2026

Think you can toss old tax records right after filing? Not so fast.

If the IRS audits your tax return, you may need documentation to support the income, deductions, and credits reported. In most cases, the IRS has up to three years to assess additional tax, starting from the date the return was filed or due—whichever is later.

That means records related to a return should generally be kept for at least three years. However, certain situations may require you to hold onto records even longer, including cases involving substantial underreported income, property transactions, or investment activity.

One thing you should always keep? Copies of your filed tax returns.

Good recordkeeping can make audits, amendments, and future financial planning much easier.

Have questions about what documents to keep and for how long?

Aiken Warner PLLC, CPAs
3975 University Drive, #200
Fairfax, VA 22030
703-591-1040
www.aikenwarner.com

Today, we honor and remember the brave men and women who made the ultimate sacrifice in service to our country.Their cou...
05/25/2026

Today, we honor and remember the brave men and women who made the ultimate sacrifice in service to our country.

Their courage, dedication, and sacrifice will never be forgotten.

From all of us at Aiken Warner PLLC, we wish you and your family a safe and meaningful Memorial Day.

Tax season may be behind us, but smart planning continues year-round.Now is the time to shift focus from deadlines to op...
05/22/2026

Tax season may be behind us, but smart planning continues year-round.

Now is the time to shift focus from deadlines to opportunities — reviewing goals, strengthening financial strategies, and planning for what’s ahead.

At Aiken Warner PLLC, we work with individuals and businesses beyond filing season to provide guidance in areas such as:
• Financial planning
• Tax strategy
• Business advisory
• Long-term financial growth

Because the best financial decisions aren’t made once a year — they’re built through ongoing planning and informed strategy.

We’re here to support you long after tax season ends.

Aiken Warner PLLC, CPAs
3975 University Drive, #200
Fairfax, VA 22030
703-591-1040
www.aikenwarner.com

The Internal Revenue Service has released new guidance regarding the future of the Qualified Opportunity Zone (QOZ) prog...
05/20/2026

The Internal Revenue Service has released new guidance regarding the future of the Qualified Opportunity Zone (QOZ) program, which provides potential tax benefits for eligible long-term investments in designated low-income and rural communities.

Under the One Big Beautiful Bill Act, the QOZ program has now been made permanent and will operate on a new 10-year designation cycle.

Key updates include:
• The next round of Qualified Opportunity Zones will be effective from January 1, 2027 through December 31, 2036
• Governors will be able to begin nominating eligible census tracts starting July 1, 2026
• The nomination period will generally last 90 days, with a possible 30-day extension

Qualified Opportunity Zones may offer valuable tax planning opportunities for investors with capital gains, depending on individual circumstances and investment structure.

At Aiken Warner PLLC, we help clients evaluate evolving tax legislation and identify strategies that align with their long-term financial goals.

If you have questions about Qualified Opportunity Zone tax benefits or capital gains planning, our team is here to help.

Aiken Warner PLLC, CPAs
3975 University Drive, #200
Fairfax, VA 22030
703-591-1040
www.aikenwarner.com

Tax season may be winding down, but smart financial planning doesn’t stop after the filing deadline.This time of year is...
05/18/2026

Tax season may be winding down, but smart financial planning doesn’t stop after the filing deadline.

This time of year is an opportunity to shift focus from compliance to strategy — both personally and professionally.

For individuals, thoughtful charitable planning can create meaningful tax and financial opportunities. Strategies such as donating appreciated assets, utilizing donor-advised funds, and maintaining proper documentation can help maximize the impact of charitable giving while supporting long-term financial goals.

For businesses, financial reports should be more than documents prepared for tax filings or lenders. When reviewed consistently, they become valuable tools for decision-making, cash flow management, forecasting, and identifying operational trends.

A few reminders worth revisiting after filing season:
• Profit does not always equal cash flow
• Trends often matter more than one strong or weak month
• Reviewing expense categories can reveal hidden cost increases
• Accurate reporting leads to better business decisions

One of the most valuable planning steps you can take after filing your return is simply reviewing it. Your effective tax rate, withholding, deductions, and investment income can all provide insight for smarter year-round planning.

At Aiken Warner PLLC, we believe the best conversations happen after the deadlines pass — when there’s time to focus on opportunities, strategy, and long-term goals.

Receiving an inheritance can be life-changing—but it’s important to understand the tax implications before making major ...
05/15/2026

Receiving an inheritance can be life-changing—but it’s important to understand the tax implications before making major financial decisions.

While inheritances are generally not subject to federal income tax, income generated from inherited assets—such as interest, dividends, rental income, or retirement account distributions—may be taxable.

A few important things to keep in mind:
• Inherited property often receives a “stepped-up” tax basis
• Retirement accounts may require taxable distributions over time
• Certain inherited income may still be subject to taxes
• Estate taxes and other expenses can affect the net value you receive

Careful planning can help protect your inheritance and minimize unnecessary tax exposure.

If you’ve recently inherited assets or expect to in the future, contact our office to discuss the tax and financial planning considerations involved.

Before you start shredding old paperwork, make sure you know what tax records to keep.Good recordkeeping is essential fo...
05/13/2026

Before you start shredding old paperwork, make sure you know what tax records to keep.

Good recordkeeping is essential for preparing accurate tax returns, responding to IRS notices, and tracking important financial information over time.

In general, supporting tax documents should be kept for at least 3 years, but some records may need to be retained much longer, including:
• Property and investment records
• Retirement account documents
• Records supporting bad debt or worthless securities deductions
• Filed tax returns and proof of filing

Keeping the right documents can help protect you in the event of an audit, amended return, or future sale of an asset.

Not sure what to keep and what to discard? Contact our office for guidance before you shred.

Aiken Warner PLLC, CPAs
3975 University Drive, #200
Fairfax, VA 22030
703-591-1040
www.aikenwarner.com

Address

3975 University Drive, Ste 200
Fairfax, VA
22030

Opening Hours

Monday 8:30am - 5:30pm
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm
Friday 8:30am - 5:30pm

Telephone

(703) 591-1040

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