Ballard Surratt

Our Legacy

For over years, Ballard Surratt & Co., PA has been a trusted partner for individuals and businesses in the community. Our team of experienced professionals provides personalized and tailored financial guidance, helping clients achieve financial stability and success.

Our Mission

Our mission is to empower clients to take control of their finances through open communication, thorough research, and sound analysis. We collaborate with clients to understand their unique needs and goals, offering a comprehensive range of services to meet those needs.

Our Expertise

From traditional accounting services to innovative solutions, we offer a diverse portfolio of offerings:

Traditional Accounting

• Compilation and review of financial statements
• Tax compliance and planning
• Bookkeeping and payroll services

Advanced Services

• Business valuations
• Forensic accounting
• Financial consulting and planning
• Litigation support
• Virtual accounting solutions

Client-Focused Approach

Our dedicated team works closely with clients, leveraging technology to provide efficient and timely services. We prioritize clear communication and transparency, ensuring clients are well-informed and involved throughout the process.

Areas of Expertise

• Individual Services: Tax planning and compliance, estate planning, retirement planning, financial analysis
• Business Services: Financial statement preparation, tax consulting, business valuation, mergers and acquisitions

Our Values

• Integrity: We adhere to the highest ethical standards and maintain confidentiality.
• Professionalism: We are committed to delivering quality services with meticulous attention to detail.
• Client Focus: We prioritize client needs and build lasting relationships.
• Innovation: We embrace technology and advancements in the accounting field.
• Community Involvement: We are dedicated to serving the community and fostering financial awareness.

Join Us on Your Financial Journey

Ballard Surratt & Co., PA is committed to partnering with clients on their financial journeys. Contact us today to schedule a consultation and discuss how we can support your financial aspirations.