What We Can Do for You
From individual tax prep to strategic planning for businesses, nonprofits, and estates and trusts, we’ll help you with all your tax needs, including responding to and helping resolve state and federal tax issues.
Individual tax preparation
We prepare hundreds of returns for individuals and business owners every year. Our client base includes local and regional, nationwide, and a few that are currently located out of the country. Many of our clients prefer to stay with us even though they may have moved across town or across the country, because of our belief in providing a value added service. Our base of individual clients include sole proprietors, farmers, retirees, as well as those with investment portfolios.
Individual and Business Tax Planning
We are available throughout the year to assess and re-evaluate our clients changing financial situation. We can advise you on the timing of payments and purchases and purchases and help navigate the complexities of the tax code to maximize your income and minimize your tax liability.
Estates & Trusts
Your family’s future is important to you, and we will partner with you to meet your long-term goals. We can work with your financial advisor and attorney to give you a powerful team as you plan for your family’s future.
We know that the work your nonprofit does is vital to the success of our communities. That’s why we provide affordable, professional tax services to help you comply with federal and state regulatory agencies. That way you can focus on doing what you do best–making our community a better place.
Partnerships, LLCs, and Corporations
We can help you determine the right business structure for you and walk with you throughout the life of your business. We want you to be successful, so we’ll help you create a tax strategy that works best for you and your business. We stay current on all tax laws so that we can effectively navigate the constantly-changing tax landscape.
We are located in downtown historic Suffolk, Virginia. We are professional CPAs working to make your life a little bit easier and much more successful.