Client Services
We offer a full range of tax, accounting, and consulting services to individuals and businesses throughout Charlottesville and Central Virginia. As a smaller firm, we're able to give every client direct, personalized attention — not just a checklist of services. Below is an overview of what we offer. If you don't see a service you need listed, please contact us to discuss how we can help.
Tax Services
Tax Planning
Tax planning is most effective as an ongoing part of your financial strategy, not a once-a-year event. We stay current on tax law changes and use that knowledge to help you minimize your tax liability today and in future years.
Individual Tax Preparation
We prepare accurate, timely federal and state income tax returns for individuals, taking the time to understand your personal financial picture so you don't miss deductions or credits you're entitled to. Backed by modern tax preparation and research software, our goal is to make the filing process straightforward while helping you plan ahead for next year.
Business Tax Preparation
We prepare timely, accurate tax returns for corporations, partnerships, LLCs, and other business entities, drawing on current tax law and industry-specific knowledge to help minimize your liability. Whether you're a small business or a growing company, we handle the complexity of business tax filing so you can focus on running your operations.
Estate & Trust Tax Preparation
Estate and trust tax filings involve their own set of rules and deadlines. We handle these returns with the care and precision they require, helping you meet your obligations and avoid costly mistakes.
IRS Representation
If you're contacted by the IRS or a state tax agency, you don't have to face it alone. We represent clients before federal and state tax authorities, drawing on years of direct experience to protect your interests.
Accounting Services
Bookkeeping
Clean, well-organized financial records are the foundation of a healthy business. Our team manages the day-to-day bookkeeping so your books stay accurate and your operations run smoothly.
Preparations and Compilations
Preparations and Compilations present your financial information in a standard, professional format based on data you provide — with no verification or assurance procedures performed. They're a cost-effective option when you need clean financial statements for internal use or a third party, and we often use the engagement to offer practical suggestions for improving your business.
Consulting Services
Business Entity Selection
Whether you're forming an S corporation, LLC, sole proprietorship, or another structure, the choice has lasting tax and legal implications. We help you weigh the options and choose the structure that best fits your goals.
Business Succession Planning
A smooth transition is essential when it's time to step back from day-to-day operations. We help you build a clear, strategically sound succession plan grounded in solid tax and financial expertise.
Estate Planning
Thoughtful estate planning helps ensure your assets transfer smoothly to your beneficiaries, provides for your family's security, and can reduce or eliminate taxes on the transfer of your business and other assets. We guide you through the process so your affairs are in order.
Retirement Planning
A well-built financial plan, reviewed regularly, is key to financial independence — both during your working years and throughout retirement. We help you create and maintain that plan.