Yes. We handle individual tax returns as well as returns for LLCs, S-Corporations, partnerships, and nonprofit organizations.
Absolutely. We regularly assist clients with catching up on prior-year filings and can help you understand your options moving forward.
No. While our office serves Henrico County and the greater Richmond area in person, we offer virtual tax preparation and consulting services to clients nationwide.
Tax preparation is filing your return accurately and on time, while tax planning is a proactive strategy throughout the year to help minimize your tax liability and avoid surprises at filing time.
Requirements vary by situation, but generally include income statements (W-2s, 1099s), prior-year returns, expense records, and any relevant business financials. We'll send you a personalized checklist once your consultation is scheduled.
We offer both. Many clients start with a one-time cleanup or setup, then move into ongoing monthly bookkeeping and accounting support as their business grows.
Yes, this is one of the most common situations we handle. We'll assess your current records, organize what's there, and build a reliable system going forward.
We work with popular accounting platforms and can also recommend a system suited to your business size and industry if you're starting fresh.
The right structure depends on your income, liability concerns, and tax goals. We walk through the pros and cons of each with you before recommending a path forward.
Yes. We guide clients through nonprofit formation and assist with the 501(c)(3) application process so you can move forward with confidence.
Definitely. Our small business consulting services support owners at every stage, from early formation decisions to improving financial operations and planning for growth.
Timelines vary based on your state and specific business needs. During your consultation, we'll give you a clear picture of the steps and expected timeframe.
It's our educational division offering online courses, eBooks, and resources designed to help entrepreneurs understand business formation, tax responsibilities, and day-to-day business management.
Our online courses and eBooks are available nationwide to anyone looking to strengthen their business and tax knowledge, whether or not you work with us for direct services.
Yes. We offer tax education content designed to help business owners understand their obligations and make informed decisions year-round, not just at filing time.
Every business and tax situation is different. Schedule a consultation and let's talk through yours directly.