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We serve individuals with interests as
wide as your imagination. We do personal tax work, estate and trust
planning administration, and investment analysis. We serve businesses
of all types and sizes. If you name a business type in central Virginia,
we probably have a client in that category. We help businesses that
are just starting out, and also help already established businesses
reexamine their practices to ensure a healthy future. We are aware
of the many ways a business decision coincides with the personal financial
position of a business owner. We consider our ability to identify and
discuss those interrelated concerns to be a valuable service to our
clients.
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We are proud to serve the
following client industries, as well as many other individuals and
businesses:
- Building Contractors
- Building Materials Wholesalers and Retailers
- Real Estate Developers and Lessors
- Homeowners' Associations
- Beverage Manufacturers and Distributors
- Furniture Manufacturers and
Retailers
- Petroleum Distributors
- Retailers of Consumer Goods
and Services
- Restaurants
- Legal Researchers and Publishers
- Law Firms
- Medical Practices
- Investment Agencies
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- Computer Services
- VA Towns, Counties, and Authorities
- Investment Counselors
- Private Schools
- Agribusiness
- Hotels and Motels
- Historic Properties
- Industry and Trade Associations
- Health and Welfare Organizations
- Livestock Breeders
- College and University Foundations
- Foundations, Public and Private
- Financial Researchers and Publishers
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We provide all of our
clients with the highest quality accounting and financial planning services as
related to their needs, to assist them in achieving their goals. The services
that we provide are supported by advanced technological resources and include:
- Accounting Records Maintenance
- Audits of Employee Benefit Plans
- Audits of Financial Statements
- Business Acquisition and Disposition Services
- Business Planning
- Business Succession Issues
- Business Valuations
- Compensation and Incentive Plan Design and Implementation
- Compilation and Review of Financial Statements
- Computer Consulting
- Designs and Implementation for Retirement Plans, Cafeteria Plans, ESOPS, and 401(k) Plans
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- Estate and Trust Planning and Administration
- Financial Projection and Forecasting
- Information System Design and Implementation
- International Tax Issues
- Investment Analysis
- Litigation Support Services
- Management Advisory Services
- Multistate Tax Issues
- Personal Financial Planning
- Representation in Tax Examinations
- Specialized Industry Services
- Tax Planning and Compliance
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