Business Details
35 Years
experience
Trusted Accountants in Smith Mountain Lake, VA
Established in 1991, our firm has dedicated over three decades to providing comprehensive tax and financial services to individuals and businesses in the Smith Mountain Lake, VA area. Our team of certified professionals combines deep industry expertise with personalized attention to ensure clients achieve long-term financial security. We specialize in tax planning, retirement strategies, estate management, and business advisory services, maintaining rigorous compliance with evolving regulations while prioritizing client education.Our commitment to excellence is demonstrated through tailored solutions that address unique financial challenges, backed by continuous support and transparent communication. With decades of collective experience, we uphold the highest standards of professionalism and ethical practice in every engagement.
Services
Personal Financial Planning
Retirement Planning
Tax Services
Estate Planning
Elder Care Services
New Business Formation
Litigation Support
Non-Profit Services
Details
- Year established: 1991
Highlights and features
- We have over 30 years of experience serving Smith Mountain Lake clients.
- Our team includes certified public accountants with specialized tax expertise.
- We offer comprehensive financial planning for individuals and businesses.
- Our personalized approach addresses unique client financial circumstances.
- We maintain continuous client education and transparent communication.
Services
Personal Financial Planning
Our personal financial planning service creates customized strategies to protect and grow individual wealth. We analyze assets, income, and goals to develop comprehensive plans addressing retirement, education funding, risk management, and investment optimization. Clients receive ongoing guidance to adapt strategies as life circumstances evolve, ensuring long-term financial security through tax-efficient methods and proactive wealth preservation techniques.
Retirement Planning
We design retirement plans tailored to individual career stages and financial situations. Our experts evaluate current savings, projected needs, and tax implications to create sustainable income strategies. Services include retirement account selection, withdrawal planning, Social Security optimization, and risk assessment. We ensure clients maximize tax advantages while maintaining financial stability throughout their retirement years through continuous monitoring and adjustments.
Estate Planning
Our estate planning service protects client assets and ensures proper distribution according to wishes. We coordinate wills, trusts, and legal documents to minimize probate costs and tax liabilities. Services include inheritance structuring, guardianship planning, and elder care provisions. We help clients establish comprehensive plans that address healthcare directives, business succession, and charitable giving while maintaining compliance with evolving estate tax regulations.
Tax Services
We provide complete tax preparation and planning solutions for individuals and businesses. Our services include tax return preparation, audit representation, and strategic planning to minimize liabilities. We stay current with changing regulations to ensure compliance while maximizing deductions and credits. Clients receive proactive advice on tax-efficient investment strategies, business structuring, and international tax considerations through personalized consultations and documentation support.
Elder Care Services
Our elder care services assist families in managing senior financial affairs. We provide bill payment management, retirement account oversight, and long-term care planning. Services include budgeting assistance, investment monitoring, and coordination with healthcare providers. We help families establish financial safeguards against fraud while maintaining transparency and regular communication to ensure proper care and financial security for aging loved ones.
People
Erich J.P. Faber
Certified Public Accountant
Founder of Faber CPA Firm since 1991 with 30+ years experience. Specializes in tax strategies for high-net-worth individuals and businesses. Holds Virginia CPA license. Served on multiple non-profit boards. Graduated from Washington and Lee University with accounting degree.
Tammy L. Ellis
Income Tax Accountant
Experienced tax professional focusing on individual and small business tax preparation. Provides personalized tax planning solutions. Maintains current knowledge of federal and state tax regulations. Assists clients with complex tax situations and compliance matters.
Lisa S. Hobbs
Certified Public Accountant
Licensed CPA with expertise in tax compliance and financial reporting. Handles diverse client portfolios including individuals and businesses. Specializes in tax return preparation and strategic planning. Committed to delivering accurate, timely tax solutions while maintaining professional standards.
Amanda M. Byrd
Income Tax Accountant
Tax specialist with focus on individual and business tax services. Provides year-round tax planning guidance. Experienced in tax code changes affecting clients. Dedicated to helping clients achieve compliance while optimizing tax positions through strategic planning approaches.
Questions
What accounting services do you offer for individuals?
We provide personal financial planning, retirement strategies, estate planning, and tax preparation services tailored to individual needs.
Do you handle business tax filings and compliance?
Yes, we offer business tax preparation, financial statement compilation, and compliance services for various business structures.
Can you assist with IRS audit representation?
We provide full audit support including documentation preparation and direct communication with IRS representatives on your behalf.
What elder care financial services are available?
Our elder care services include bill management, retirement account oversight, and financial planning for senior clients.
Do you help with new business formation?
We assist with entity selection, tax registration, and financial setup for new businesses in Virginia.
How can I access tax forms and resources?
Our website provides direct links to IRS forms, state tax documents, and financial calculators for client use.
