Business Details
19 Years
experience
Your Trusted Accounting Partner in Middleburg, VA
As a trusted advisor serving our community since 2007, we strive to provide insightful guidance to empower clients to make informed financial decisions. Our firm specializes in delivering high-quality tax, accounting, and advisory services tailored to individuals, businesses, farms, trusts, and nonprofit organizations. With a focus on developing long-term relationships, we prioritize personalized service and meaningful client engagement. Our expertise spans tax planning, financial statement preparation, and strategic business advisory, supported by continuous updates on evolving tax laws. We serve clients in Middleburg, Virginia, and surrounding areas, combining local knowledge with professional rigor.Our founder, a certified public accountant with over 25 years of experience, brings deep industry expertise and a commitment to excellence. We leverage advanced technology to ensure accurate, efficient service delivery while maintaining a client-centric approach. Our team actively participates in professional organizations and community initiatives, reinforcing our dedication to ethical standards and client success. We aim to be an integral part of our clients' professional teams, offering objective insights and tailored solutions. Through transparent communication and proactive support, we help clients navigate complex financial landscapes with confidence.
Services
Tax Planning
Tax Preparation
IRS Representation
Controllership Support
Financial Statements
Details
- Year established: 2007
Highlights and features
- We offer over 25 years of CPA expertise in tax and accounting services.
- Our team provides tailored solutions for farms, nonprofits, and small businesses.
- We maintain continuous compliance with evolving federal and state tax regulations.
- Our local market knowledge enhances strategic financial planning for Middleburg clients.
- We combine personalized service with advanced technology for accurate results.
Services
Tax Planning
Our tax planning services help clients minimize current and future tax liabilities through proactive strategies. We analyze evolving tax laws to identify opportunities for individuals and businesses. Our approach combines technical expertise with personalized financial insights to optimize tax outcomes.
IRS Representation
We provide professional IRS representation for clients facing tax audits or disputes. Our team leverages extensive experience with tax authorities to ensure proper documentation and communication. We advocate for clients while maintaining compliance with federal and state regulations.
Financial Statements
We prepare accurate financial statements in accordance with professional standards to support business decision-making. Our services include trial balance preparation and supporting schedules. These statements help management assess financial health and plan strategically.
People
Kimberly A. O'Donnell
Founder
Certified Public Accountant with 25+ years of experience serving diverse clients including farms, nonprofits, and businesses. Member of AICPA and Virginia Society of CPAs. Focuses on tax strategy and business advisory services.
Questions
What accounting services do you offer?
We provide controllership support, financial statement preparation, and cash flow analysis for businesses of all sizes.
How do you help with tax planning?
We identify tax-saving opportunities through strategic planning and stay updated on changing tax regulations to minimize liabilities.
Do you work with nonprofit organizations?
Yes, we offer specialized accounting and advisory services tailored to the unique needs of nonprofit organizations.
What sets you apart from other firms?
Our personalized approach combines local market expertise with technical proficiency in complex tax and accounting matters.
