Areas of Practice

Personal

Tax Planning & Preparation

Tax planning and preparation form a winning combination. Working with our experienced staff can develop tax strategies that take advantage of new tax laws and legislation, continuously monitoring federal, state, and local tax law as changes occur. This allows you to minimize current and future tax liabilities.

Estate & Trust Tax Preparation

Effective estate and gift 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.

Retirement Planning

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

The IRS & State Representation

During our years of experience dealing with various taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various Federal & State tax agencies. We can represent you in many areas including but not limited to correspondence inquiries, position research, and/or field audits.

Contact Us

Business

Tax Planning & Compliance

Business tax planning, tax education and compliance are interrelated. Working with our experienced team we assist you to develop tax and financial strategies to benefit from the tax code. We work with businesses on the Federal, State and Local tax requirements.

Business Entity Selection

Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.

Bookkeeping & Write-up

Meaningful, well-organized financial records ensure that your business operations will run most efficiently on a daily basis and are the foundation of a long-term successful business. Our qualified Team can assist you with the day-to-day tasks associated with bookkeeping.

Business Succession Planning

Are you avoiding the challenge of business succession planning and risking the significant financial and emotional costs? The transfer of a closely-held business to family, employees or even competitors is a challenging, but rewarding process. We will explore a variety of options along with the risks to develop action-steps for a successful business succession plan.

Merger, Acquisition & Business Formation

We consult with our clients in purchasing, merging, or selling a closely-held business. We assist with due diligence analysis, development of a comprehensive business plan, evaluation of letters of intent and financial modeling. We assist with agreement structuring and associated tax planning.

Payroll Services

As your business expands, it usually must retain additional employees which can result in increased payroll administration. We can assist your Company in implementing the necessary controls for a reliable, efficient and effective payroll system. Our Firm can also assist you to prepare all the necessary payroll returns in a timely manner.

Federal, State & Local Tax Incentive Consulting

We have considerable experience working with our clients in the areas of government incentives and tax credits for investments in your business enterprise. Our Firm can assist you in areas such as Federal & Virginia Historic Renovation Credits, Conservation Easements, and Virginia Enterprise Zone investment incentives. We can ensure that your Company is taking advantage of any opportunities that may be available.

Contact Us