Providing Income & Estate Tax Services to Individuals, Businesses and Fiduciaries

Client Services

The firm offers a wide range of services to our individual, fiduciary (executors and trustees) and business clients. Below are listed the services that are offered along with a brief description.


As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.

 


Tax Services


Tax Planning & Preparation

Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual with multi-state filing requirements or a multi-tiered partnership, we can develop tax strategies that take advantage of ever changing tax laws and legislation. High net-worth individual clients and complex, multi-state income tax filing issues are areas of specialization for the firm.

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Estate & Trust Tax Preparation

Effective estate planning is only one-half of the process. When the time arrives where your plans have to be carried out, you need a firm that understands the legal language included in your documents and how it interfaces with the laws regarding the taxation of wealth and income. There are tax saving opportunities for the beneficiaries of estates and trusts if proper planning is involved and the planning does not end with death of the benefactor. This is an area of specialization for the firm.

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IRS Representation

During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.

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Accounting Services


Accounting Services

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel can not be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:

*General ledger & financial statement preparation

*Bookkeeping (Monthly/Quarterly/Annual)

*Accounting system setup for new businesses

*Business tax return preparation (Sales & Use/Business Property)

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Consulting Services


Business Succession Planning

Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company's day to day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.

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Business Valuations

Whether you are thinking of buying a new business or in the midst of a difficult divorce, the amount attached to the value of your business is important. We can provide useful and objective analysis to assist you in the valuation of any business in which you have an interest.

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Buying & Selling a Business

Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business. We have experience to guide you through the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations.

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Consulting Services

We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. The following is just a few of the areas in which we provide consulting services:

*Accounting software selection and implementation

*Type of entity selection

*Business valuations

*Buying/selling a business

*Computer systems

*Financial & retirement decisions

*Estate, trust & gift planning

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Estate Planning

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

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Financial Planning

A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.

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Pension & Profit Sharing Plans

Qualified retirement plans (e.g. defined-contribution or defined benefit plans, Keoghs, SEPs…) can provide significant tax advantages for closely held businesses and self-employed individuals. Our qualified staff can assist you in evaluating the type of pension plan that will best serve the retirement needs of you and your employees.

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Retirement Planning

Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.

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Miscellaneous


Estate & Trust Accountings for Commissioners of Accounts

We provide assistance to executors and trustees by preparing the required fiduciary accountings to be filed with the Commissioners of Accounts under Virginia's system of Probate Law. Estate & Trust administration, from the filing of the inventory form through final distribution of the estate or trust's assets, is an area of specialization for the firm.

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