Business Details
45 Years
experience
Expert Accounting & Tax Services in Charlottesville, VA
Kaelber, Billmyer & Kaelber has provided quality accounting and tax services since 1981, building a legacy of expertise in financial matters. Our team combines decades of experience with specialized certifications including CPA, CFP, and CGMA designations, ensuring comprehensive solutions for complex tax challenges. We prioritize personalized service, working closely with clients to simplify financial complexities while maintaining meticulous attention to detail. Our practice extends beyond traditional accounting, offering consulting services and private equity structuring support tailored to individual and business needs. With deep roots in Charlottesville, Virginia, we serve clients across multiple states and internationally, addressing unique tax compliance requirements.Our approach balances professionalism with approachability, fostering long-term relationships built on trust and technical excellence. We focus on delivering value through strategic insights that help clients achieve their financial goals efficiently. Our commitment to continuous learning ensures our team stays current with evolving tax regulations and industry best practices. While specializing in tax preparation for complex scenarios, we maintain clear communication to ensure clients understand their financial positions. This combination of technical expertise, client-centric service, and community focus defines our approach to accounting excellence.
Services
Individual Tax Services
Business Tax Preparation
Estate Tax Services
International Tax Compliance
Private Equity Structuring
Multi-State Filings
Trust Tax Preparation
IRS Audit Representation
Corporate Tax Services
Tax Consulting
Details
- Year established: 1981
Highlights and features
- We offer 40+ years of combined experience in complex tax compliance and accounting.
- Our team holds multiple industry certifications including CPA, CFP, and CGMA designations.
- We specialize in handling multi-state and international tax compliance requirements.
- Our approach combines technical expertise with personalized client service.
- We provide strategic business consulting alongside core accounting services.
Associations and certifications
- CPA
- CFP
- CGMA
Services
Individual Tax Services
Our Individual Tax Services specialize in handling complex personal tax situations that go beyond standard filings. We expertly manage special circumstances including foreign income reporting, multi-state tax compliance, and K-1 income from partnerships or trusts. Our team provides tailored solutions for sole proprietors, real estate investors, and individuals with unique tax challenges. With deep expertise in evolving tax regulations, we ensure accurate filings while maximizing allowable deductions and credits.
Business Tax Preparation
We provide comprehensive business tax services for LLCs, partnerships, corporations, and S-corps. Our expertise covers entity selection guidance, pass-through taxation complexities, and payroll tax compliance. We handle all aspects from basic income tax preparation to specialized filings for private equity investment companies and real estate developers. Our team ensures accurate Form 1065, 1120, 1120S, and Schedule C submissions while providing strategic tax planning advice.
International Tax Compliance
Our international tax expertise serves both US citizens working abroad and foreign investors with US assets. We specialize in foreign income exclusion optimization, FBAR filings, and cross-border tax compliance. The team handles complex reporting requirements for expatriates and international clients, ensuring adherence to US tax obligations while navigating foreign financial systems. This service includes assistance with tax treaties and foreign account disclosures.
Estate Tax Services
We provide specialized tax services for estates and trusts, addressing their unique tax treatment. Our team handles both transfer tax and income tax requirements for decedents' estates, including K-1 distribution reporting. We coordinate with legal professionals to ensure proper tax filings for irrevocable trusts and complex estate structures. Our services help trustees navigate the distinct tax rate schedules applicable to retained trust income.
Business Consulting
Our Part-Time CFO services offer strategic business consulting to help owners focus on growth. We provide objective analysis, management support, and financial communication assistance for stakeholders. The service includes profitability analysis, operational improvements, and strategic planning guidance. We help businesses navigate challenges while explaining complex financial concepts in accessible terms to support informed decision-making.
People
Henry V. Kaelber
Managing Member
CPA, CFP, CGMA with 40+ years experience. Former investment banker and UVIMCO CFO. Specializes in complex tax strategy and private equity structuring. Holds Chartered Financial Analyst Level I certification.
Max Billmyer
Principal Member
CPA with expertise in individual and business tax preparation. Former W.D. Sanders & Company tax specialist. Serves as Virginia Society of CPAs chapter president. Focuses on advanced accounting and client tax compliance solutions.
Michael H. Kaelber
Principal Member
Experienced in complex bookkeeping and tax return preparation. Full-time team member since 2017. Combines practical experience with ongoing CPA exam preparation. Specializes in supporting business clients with detailed financial documentation requirements.
Questions
What specialized tax services do you offer?
We specialize in complex tax situations including multi-state filings, international tax compliance, K-1 income reporting, foreign income exclusion, trust/estate tax preparation, and private equity structuring.
Do you handle tax filings for multiple states?
Yes, we prepare tax returns for more than a dozen states plus Washington, DC, including part-year residency filings and multi-state business tax compliance requirements.
Can you help with IRS audit representation?
Yes, we represent clients during IRS audits and assist with resolving tax notices, providing expert guidance through the audit process and compliance resolution.
Do you work with international clients?
Yes, we assist US citizens working abroad and international clients with US tax compliance, including FBAR filings, foreign income exclusion optimization, and cross-border tax reporting.
What business tax services do you provide?
We handle all business entity types (LLCs, partnerships, corporations) with services including entity selection, payroll tax review, estimated tax calculations, and specialized Form 1065/1120/1120S filings.
