Profile

Mission Statement

To assist clients in achieving their financial goals by providing high quality business, accounting and tax services, recognizing that responsiveness and personal attention to each client is critical to our shared success. To develop and maintain strong, long term relationships built upon mutual trust. To achieve all these goals while adhering to the highest standard of integrity and ethics.

Professional Services

  • Tax
    • Planning
    • Preparation
      • Individuals
      • Partnerships
      • S-Corporations
      • C-Corporations
      • Trusts
      • Non-Profits
    • Withholding Analysis
    • IRS Problem Resolution
    • Tax Matter Representation
  • Business
    • Entity Selection
    • Payroll
    • Accounting
  • QuickBooks
    • Product Selection
    • Product Discounts
    • Set Up and Training
    • Support

Background and Experience

  • Certified Public Accountant
  • Enrolled Agent, Admitted to Practice before the IRS
  • Master of Science, Taxation
  • Bachelor of Science, Business Administration, Accounting Concentration
  • Fellow, National Tax Practice Institute
  • Certified QuickBooks ProAdvisor, Desktop and Online
  • Over 18 years tax and accounting experience
  • Notary Public
  • Member, Virginia Society of Certified Public Accountants
  • Member, National Association of Enrolled Agents
  • Secretary, Virginia Society of Enrolled Agents, Hampton Roads Chapter
  • Member, American Society of Tax Problem Solvers
  • Member, Virginia Society of Tax & Accounting Professionals