Business Details
48 Years
experience
Your Trusted Tax & Accounting Partner in Charlottesville
I have dedicated my career to providing personalized tax and financial guidance to individuals and businesses in Charlottesville, Virginia. With over 40 years of experience in public accounting and 30 years as a sole practitioner, my practice focuses on simplifying federal and state tax compliance while supporting long-term financial goals. As a certified public accountant since 1978, I combine deep technical expertise with a client-centered approach to deliver tailored solutions. My mission is to make tax planning and compliance as seamless as possible, drawing on my education at the University of Virginia and active membership in the American Institute of CPAs and Virginia Society of CPAs.Having served the Charlottesville community since 1964, I prioritize trust, professionalism, and practical advice to help clients navigate complex tax requirements. My practice remains committed to maintaining the highest standards of ethical service while adapting to evolving tax laws and client needs.
Services
Tax Assistance
Financial Planning
Tax Compliance
Tax Due Dates Guidance
IRS Tax Forms
Details
- Year established: 1978
Highlights and features
- We offer over 40 years of experience in personalized tax assistance.
- Our CPA certification ensures adherence to the highest professional standards.
- We focus on individual and business tax planning tailored to your financial goals.
- Our long-standing presence in Charlottesville reflects our commitment to the community.
- We are members of the American Institute of CPAs and Virginia Society of CPAs.
Associations and certifications
- American Institute of Certified Public Accountants
- Virginia Society of Certified Public Accountants
Services
Tax Assistance
Our tax assistance services provide comprehensive support for federal and state tax compliance. We specialize in preparing individual and business tax returns while offering strategic planning to optimize financial outcomes. With decades of experience, we ensure accurate filings and help clients understand evolving tax regulations.
Financial Planning
We deliver tailored financial planning solutions focused on long-term stability and growth. Our approach integrates tax-efficient strategies with personalized guidance to help clients achieve both immediate and future financial goals. This service supports informed decision-making through expert analysis of tax implications.
Tax Compliance
Our tax compliance expertise ensures adherence to federal and state requirements while minimizing liabilities. We handle complex filings for individuals and businesses, maintaining strict accuracy standards. This service includes documentation organization and deadline tracking to prevent penalties.
Tax Due Dates Guidance
We provide updated information on federal and state tax deadlines, including specialized schedules for different entity types. Our guidance helps clients avoid late filings through calendar reminders and proactive planning strategies tailored to their specific compliance obligations.
IRS Tax Forms
We offer direct access to IRS tax forms, publications, and state-specific documents through our website. This service enables clients to download and print necessary materials instantly, reducing administrative burdens while ensuring they use current versions approved by tax authorities.
People
Janet M. Shumaker
Certified Public Accountant
Shumaker Janet M CPA has practiced public accounting in Charlottesville for over 40 years. A University of Virginia graduate since 1976, she focuses on personalized tax compliance and planning while maintaining active memberships in national and state CPA organizations.
Questions
What tax services do you offer?
We specialize in federal and state tax compliance, tax planning, IRS/State tax form preparation, refund tracking guidance, and record retention advice for individuals and businesses.
How can I track my tax refund?
We provide guidance on tracking refunds through the IRS website, explaining timelines: 2-3 weeks for e-file, 6-8 weeks for paper returns, with direct deposit options.
Do you offer free consultations?
Yes, we provide free initial consultations to discuss your tax needs and determine how we can assist with compliance or planning strategies.
What are the key tax due dates?
We maintain updated information on federal and state tax deadlines, including April 15 for individual returns and specialized schedules for business filings.
Can you help with tax form downloads?
Yes, our website offers direct access to IRS tax forms, publications, and state-specific tax documents for immediate printing or digital retention.
