Our seasoned tax professional help our clients minimize their tax obligation while maintain full compliance with the complex tax laws and regulations. We can help you achieve the proper balance through accurate tax planning and preparation.
Tax Services Offers
Tax Preparation and Compliance
Each year business and individuals are required to file various returns with various taxing authorities. We can help with Partnership, Corporate, Non-profit or Individual income tax returns for Federal or State(s). Additionally we can assist with the preparation of business license, property tax, sales & use tax, payroll and other required filings
Tax Planning is a key component of tax savings. The tax regulations provide for various tax minimization opportunities but most must be done prior to the end of the tax year. Our tax professional enjoy the opportunity to meet with our clients throughout the year to evaluate opportunities.
Estate and Retirement Planning
This ever-changing arena requires attention on an ongoing basis from the advisors that are most aware of your financial situation – you accountants. By planning ahead, retirement plays out smoothly. We are here to help you inventory your assets and minimize your potential tax payments
Tax Exam or Controversy
An examination or tax notice can be a stressful experience. Allow us to manage the process, providing you with less stressful resolution.
Tax Credit Advisory
Our tax professionals are experience with many of the state and federal tax credits programs. We can assist with Historic tax credit certifications, Enterprise Zone Grant applications and other programs. Ask us who tax credits or grants you or your business may be eligible to take advantage.
Research and Advisory services
The answers to many tax questions often vary with countless individual situations changing the answers you seek. We can provide you with research that will support you positions as required by regulatory authorities
CPA, MTX – Principal
• 20+ years of experience in public & private sectors
• Graduate of Old Dominion University and Virginia Commonwealth University
CPA – Manager
• 30+ years experience in accounting and taxation
• Graduate of West Virginia University
CPA, CVA – Manager
• 25+ years experience in public accounting
• Graduate of Randolph Macon Woman’s College
CPA – Senior Accountant
• 5 years experience in public accounting
• Graduate of James Madison University