Synergy Consultants & CPAs LLC | Leading Dental CPAs | Amr Alian (isynergycpa.com) Reston VA CPA Accounting Firm | Herndon CPA (managementconceptscpa.com) Home | SW Gordon CPA Tax Accountant | Reston, Herndon, Fairfax Probably spend a few hours with several in Reston. Looks like there is quite a selection. Invest some money in getting some good advice as to where I am now and how to do my bookkeeping and accounting. Although I have my every penny expense tracker. Start with that. Find out exactly down to the penny what I am spending and what I am saving and what my cash flow is. The reason to seek professional help would be to teach me how to look at where I stand. I guess it's pretty simple. Assets minus liabilities equals Net Worth. Income less expenses equals cash flow. Not really much else to know. Fill out the 1040 form once a year and get a little refund. Rinse wash and repeat. As far as a will goes I can just go with Legal Zoom....