Business Details
Trusted Accounting and Tax Services in Lynchburg, VA
The Jefferson CPA Group has been serving businesses and individuals with comprehensive accounting solutions since its founding. With over 25 years of experience in accounting, auditing, and tax services, the firm specializes in small business accounting, payroll processing, QuickBooks setup, and strategic tax planning. Our team prioritizes personalized service, combining technical expertise with practical financial guidance to help clients navigate complex regulations.We maintain a client-centric approach, offering secure document portals, unlimited consultations, and customized financial strategies. Our commitment to continuous education ensures compliance with evolving tax laws while maximizing client savings through legitimate tax reduction methods.
Services
Tax Preparation
Tax Planning
Small Business Accounting
QuickBooks Services
Payroll Processing
Highlights and features
- We offer 25+ years of accounting and tax expertise with personalized service
- Our team provides strategic tax planning to maximize legal tax savings
- We deliver customized QuickBooks setup and ongoing accounting support
- We guarantee accurate payroll processing with full tax compliance
- We maintain transparent pricing with affordable rates for small businesses
Services
Tax Preparation
Our tax preparation service ensures accurate and timely filing of business and individual tax returns. We use advanced software to identify deductions and credits while maintaining IRS compliance. Clients receive electronic filing options, payroll withholding optimization, and year-round tax strategy guidance to minimize future liabilities.
Tax Planning
We develop customized tax planning strategies to legally reduce current and future tax liabilities. Our approach includes income deferral techniques, entity structuring, and investment optimization while maintaining compliance with evolving tax regulations through continuous professional education.
Small Business Accounting
Comprehensive accounting services for small businesses include monthly bank reconciliation, financial statement preparation, general ledger maintenance, and unlimited consultations. We provide accurate financial reporting to support informed business decisions and tax compliance.
Payroll Processing
Our payroll solutions handle tax calculations, direct deposits, W-2/1099 forms, and compliance reporting. We offer both full-service and after-the-fact payroll options with customizable reports and new hire registration to ensure complete payroll compliance.
QuickBooks Setup
We provide complete QuickBooks implementation including chart of accounts setup, data migration, and staff training. Our services ensure proper software configuration for accurate financial tracking with ongoing support for system optimization and troubleshooting.
People
Jennifer C. Lee
President
Jennifer C. Lee, CPA, has over 25 years of accounting experience across multiple industries including banking, construction, and education. She holds a B.S. in Accounting from Lynchburg College and leads The Jefferson CPA Group with a focus on personalized client service.
Questions
What accounting services do you offer for small businesses?
We provide complete small business accounting including bank reconciliation, income statements, balance sheets, general ledger maintenance, and unlimited financial consultations.
Do you handle both business and personal tax preparation?
Yes, we prepare both business and individual tax returns with electronic filing options and strategic tax planning to minimize liabilities.
What QuickBooks services are available?
We offer QuickBooks setup, training, data cleanup, and ongoing support including monthly/quarterly reviews for accurate financial reporting.
How does your payroll service work?
We handle complete payroll processing including tax calculations, direct deposits, W-2/1099 forms, and compliance reporting with customizable service packages.
What areas do you serve?
We primarily serve Lynchburg and South Boston, Virginia with both in-person and remote accounting solutions for clients statewide.
