Tax Planning for High-Income Professionals and Business Owners
Guidance for W-2 earners, business owners, and high-net-worth families. Led by Prashanth Srikanthan, EA, we bring tax planning and preparation together with retirement and insurance considerations so your decisions work together.
Your free 15-minute intro call
An introductory conversation, not a full tax assessment.
- Discuss your prioritiesYour situation, questions, and how our services could help.
- Come preparedHave your main questions and a brief overview of your goals ready. Please don’t send sensitive financial documents through the booking form.
- Choose your next stepDecide whether we’re a fit and discuss a separate engagement if you want to proceed.
Where would you like to start?
Choose the situation closest to yours. We’ll help you find the right next step.
I earn a salary or receive stock compensation
Get guidance on W-2 income, RSUs, withholding, and retirement contributions.
Explore tax planning for professionalsI own a business
Plan for business taxes, entity choices, deductions, and estimated payments.
Explore business tax planningI’m planning for retirement
Explore contribution strategies, Roth conversions, and retirement income planning.
Explore retirement planningI want to protect my family
Review life, disability, long-term care, and home and auto coverage.
Explore insurance solutionsComprehensive Financial Services
Browse the full range of services, or use the starting points above to find what fits your situation.
Tax Advisory
Proactive tax strategy for high-income W-2 earners, business owners, and investors, including estimated payments and retirement decisions.
Learn MoreTax Preparation & Filing
Federal and state tax return preparation and filing for individuals and businesses, with attention to reporting, deductions, and credits.
Learn MoreBusiness Entity Formation
Start your business the right way with expert entity formation and tax-optimized structure from day one.
Learn MoreRetirement Planning
Plan retirement contributions, Roth conversions, Social Security claiming, and tax-efficient withdrawals around your goals.
Learn MoreInsurance Solutions
Explore life, disability, long-term care, home and auto insurance, plus fixed and fixed indexed annuities as part of your financial plan.
Learn MoreEstate Planning
Coordinate estate and gift-tax planning, beneficiary decisions, and legacy goals with legal documents prepared by qualified attorneys.
Learn MoreAbout Worth Shield Financial Services
Prashanth Srikanthan, EA
IRS Enrolled Agent · NAEA member · Ashburn, Virginia
Prashanth brings a background in technology and taxation to help high-income professionals and business owners with complex tax situations, combining proactive planning with return preparation. Worth Shield also offers life, health, and property & casualty insurance, so tax and protection needs are considered together.
How we work
Personalized guidance, proactive planning, and a lasting partnership.
Clear explanations
Understand your options, the assumptions behind each recommendation, and how they fit your goals.
Plan ahead
Consider tax decisions before deadlines, coordinating business, retirement, and family protection needs.
Responsive communication
Stay in touch by email, text, or WhatsApp. We aim to send an initial reply within one business day. Complex questions may take longer to resolve.
Stay informed with tax insights
Subscribe to The Strategic Tax Advisor for tax strategies, regulatory updates, and practical planning insights.
Subscribe to The Strategic Tax AdvisorLet's Start Your Financial Journey
Ready to take control of your financial future? Contact us today for a complimentary consultation and discover how we can help you achieve your goals.
Send Us a Message
Get in Touch
info@worthshield.com
We aim to send an initial reply within one business day.
Office
Ashburn, VA
Business Hours
By Appointment Only
Free Consultation
Schedule a complimentary consultation to discuss your financial goals and learn how we can help.
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