Strategic tax planning & CFO services for growing businesses

Helping you make smarter financial decisions.

Imhoff & Associates, PLLC helps business owners reduce tax uncertainty and improve financial visibility through proactive tax planning, fractional CFO leadership, and accounting support.

Strategic tax planning
Fractional CFO support
Entity & compensation strategy
Clean financial systems
What we solve

Advice that connects tax, cash flow, and growth.

We connect tax strategy with business decisions so structure, timing, and economics support the bigger picture.

Proactive tax strategy

We get entity structure right up front and revisit it when your situation changes. Throughout the year, we plan around compensation, income timing, retirement, and other decisions that shape your tax position.

  • Entity design
  • Compensation planning
  • Income shifting
  • Retirement strategy

Fractional CFO leadership

Fractional CFO support is tailored to the level of leadership each business needs—from focused cash-flow, forecasting, and margin analysis to broader financial oversight—without a full-time hire.

  • Cash-flow oversight
  • Forecasting
  • Margin analysis
  • Growth decisions

Accounting that supports decisions

Reliable bookkeeping, financial reporting, and tax compliance keep filings aligned, support better planning, and give decision-makers dependable numbers.

  • Tax preparation
  • Financial reporting
  • Bookkeeping support
  • Process improvement

Additional support when the situation calls for it.

Accountable plans & expense reimbursement structuring Real estate professional status analysis Wrap rate & contract profitability analysis IRS audit support Succession & exit strategy planning
How we work

From first conversation to year-round advice.

Every relationship begins with a focused conversation, moves through structured onboarding, and continues with proactive guidance as the business changes. After you submit the interest form, you can expect to hear from our team within two business days.

What’s included

A clear scope, coordinated work, and a practical cadence.

Each engagement is defined up front

  • A written scope based on the business, entity, and decisions at hand
  • Tax, accounting, and advisory work coordinated around that scope
  • A clear meeting and reporting cadence, with added support agreed as needs change
Designed for

Business owners who want guidance before deadlines, maintain current records, and value an ongoing advisory relationship.

Not designed for

Stand-alone tax preparation or a once-a-year filing relationship.

Start with a conversation.

Let’s confirm your priorities and define the right scope.

Let’s connect
Where we’re strongest

Complex enough to need a strategy. Personal enough to need a partner.

Focused on closely held businesses where owner and company finances intersect.

Government contractingCompliance-minded strategy for complex growth.
Real estate developmentEntity, timing, and cash-flow decisions in context.
Professional servicesCompensation, margins, and scalable systems.
Family-owned businessesPractical guidance for closely held companies.
Why clients choose us

Experienced judgment. Direct access. Clear advice.

  • Senior people on your account — you work directly with experienced CPAs, not a junior team
  • One accountable team that coordinates the work and keeps priorities moving
  • Direct recommendations, transparent scope, no last-minute surprises.
Client perspective

Trusted when the decisions matter.

“We have been working with Imhoff & Associates since 2022 and they have been a key component to our success in the Tri-State area. Staying up to date on tax code, finding sustainable ways to be efficient, and looking for avenues that promote growth are some of the main reasons I enjoy working with Jared and his team.”

Juan RamirezTax planning & accounting services

“Jared, Conor, and Ginise have all been terrific. They saved me tremendously in taxes and are always available to help and advise. Now they’ve helped me form an LLC. Highly recommended!”

Jim JohnstonTax planning & accounting services

“We highly endorse Imhoff & Associates for their expert tax guidance and exceptional customer support. A trusted partner, they provide seamless accounting support in our day-to-day business operations and create efficiencies that drive compliance and maximize profit.”

Jennifer ReedTax planning & accounting services
Meet the team

Experienced people, connected advice.

Tax strategy, accounting discipline, and day-to-day client support under one team.

Jared Imhoff, CPA, CFP®

Jared Imhoff, CPA, CFP®

Founder & Managing Partner

Jared leads the firm’s proactive tax planning, fractional CFO, and business advisory work, with deep experience in government contracting, real estate, and service-based businesses. His focus includes entity structuring, compensation planning, tax optimization, and cash flow.

Conor Kregecz, CPA

Conor Kregecz, CPA

Tax Director

Conor runs the firm's tax planning work — the technical core behind our advisory. With more than a decade in public accounting and tax leadership, he drives proactive tax strategy, tax-efficient growth, and multistate compliance for business owners, entrepreneurs, and high-net-worth individuals.

Katy Elkowitz, CPA

Katy Elkowitz, CPA

Senior Accounting Consultant

Katy supports tax preparation, bookkeeping, and financial recordkeeping with precision and consistency. She prepares client financials, supports tax filings, and helps keep accounting systems dependable and compliant.

Danielle Boone

Danielle Boone

Senior Accountant

After more than a decade of honorable military service and earning her bachelor’s degree in Accounting from Saint Leo University, Danielle built her accounting career around discipline, accuracy, and reliability. She prepares tax returns and maintains clean, well-organized records.

Ginise Mason

Ginise Mason

Office Manager

Ginise is the friendly face and voice clients love at Imhoff & Associates. Ginise manages administrative operations, leads payroll coordination, and keeps day-to-day client support moving. She coordinates documents, answers questions, and helps the team stay organized.

Common questions

A clear answer before we begin.

What to expect before starting a conversation.

Where is your office?

Our office is at 6803 Whittier Ave, Suite 200, McLean, VA 22101. To reach the team, call (703) 847-2626.

What kinds of clients do you work with?

We work with business owners—especially government contractors, real estate developers and investors, professional services firms, and family-owned businesses—who want ongoing tax and CFO support.

Do you only prepare tax returns?

No. We prepare returns in the context of broader planning, so the conversation starts before filing season.

Do you only work with clients in McLean?

No. We’re a Virginia CPA firm serving Virginia, Maryland, and Washington, DC, and we work remotely with clients across the country. We collaborate securely and mostly remotely, with in-person meetings available at our McLean office.

Let’s talk about what’s next.

Share what your business needs and we’ll prepare for a focused first conversation.

Office

6803 Whittier Ave, Suite 200
McLean, VA 22101

Business hours

Monday–Thursday, 9:30 AM–5:30 PM (in office).
Fridays the team works remotely—no one in the office.

New client interest form

Tell us about your business.

Tell us about your business, current systems, and the services you’re considering.

Thank you for reaching out.

Your information has been submitted. Our team will review it and follow up with you.

Accounting System
Services Interested In

Select at least one. Tax preparation and accounting support are provided as part of year-round advisory engagements — not as standalone services.

Please select at least one service.

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