Business Details
26 Years
experience
Expert Accounting & Tax Solutions in Norfolk, VA
Founded in 2000 by John Cavanaugh and Mark Nelson, our firm combines decades of experience in accounting and tax services to deliver high-quality, cost-effective solutions. Our team of seasoned professionals, including former Big Four partners, specializes in audits, tax planning, internal controls, and management advisory services. We serve businesses and non-profit organizations across Hampton Roads, prioritizing personalized attention and industry-specific expertise. Our commitment to excellence is evidenced by our long-standing relationships with clients and our focus on proactive, strategic financial guidance.We pride ourselves on delivering the depth of service you'd expect from larger firms at rates aligned with smaller practices. Our approach emphasizes transparency, ethical standards, and continuous communication to ensure clients achieve their financial objectives. Through tailored solutions and a deep understanding of local market dynamics, we empower organizations to navigate complex financial landscapes with confidence.
Services
Tax Preparation
Audit Assurance
Internal Controls
Non-Profit Services
Business Valuation
Strategic Planning
Small Business Accounting
Retirement Planning
Estate Planning
Management Advisory
Details
- Year established: 2000
Highlights and features
- 20+ years serving Hampton Roads businesses with proven expertise
- Leadership with combined 30+ years of Big Four accounting experience
- Affordable services maintaining top-tier quality standards
- Specialized in audits, tax planning, and non-profit compliance
- Personalized client service with direct partner-level engagement
Services
Tax Preparation
Our tax preparation service ensures accurate and compliant filings for individuals and businesses. Leveraging decades of experience, we identify all eligible deductions and credits while maintaining strict adherence to federal and state regulations. Our team stays current with evolving tax laws to minimize liabilities and maximize refunds for clients across Hampton Roads.
Audit Assurance
We provide comprehensive audit services offering three assurance levels tailored to stakeholder needs. Our approach combines rigorous analysis with practical insights to verify financial accuracy, assess internal controls, and enhance operational transparency for public and private entities in the mid-Atlantic region.
Non-Profit Services
Specialized support for tax-exempt organizations includes Form 990 compliance, financial system design, and tax status maintenance. Our team ensures proper revenue/expense categorization meeting IRS requirements while providing strategic financial management for churches, charities, and educational institutions throughout Hampton Roads.
Management Advisory
Our advisory services focus on operational efficiency and strategic growth for small to mid-sized businesses. We offer customized solutions in internal controls, financial process optimization, and strategic planning, leveraging deep industry expertise to deliver measurable improvements in organizational performance.
Business Valuation
We deliver objective business valuations critical for mergers, acquisitions, and succession planning. Utilizing advanced methodologies and market analysis, our CPAs provide reliable assessments that support informed decision-making for owners seeking to maximize enterprise value in various transaction scenarios.
People
John D. Cavanaugh
Partner & Co-Founder
Partner and co-founder with 20+ years of Big Four experience, specializing in audits and management advisory services. Active in community leadership with board roles at multiple Hampton Roads institutions.
Mark A. Nelson
Partner & Co-Founder
CPA and tax practice director with 30+ years of public accounting experience. Expertise in federal/state tax credits and non-profit taxation. Served on boards of arts and education organizations.
Randy F. Pullins
Partner
Partner with focus on small business and non-profit audits. Former AICPA member with MBA from William & Mary. Provides accounting expertise to diverse industries across the Hampton Roads region.
Questions
What accounting services do you offer for non-profit organizations?
We provide complete non-profit services including IRS Form 990 preparation, tax-exempt status maintenance, financial system design, and board training on financial reporting requirements.
How do you help businesses with tax planning?
Our tax planning strategies focus on legal liability reduction through proactive structuring, deduction optimization, and compliance with evolving tax regulations while maximizing after-tax income.
What makes your audit services different?
We offer three assurance levels with customized approaches combining technical requirements and practical insights to strengthen internal controls and operational efficiency beyond standard audit requirements.
Do you serve clients outside Hampton Roads?
While our primary focus is Hampton Roads, we maintain professional relationships with firms across Virginia and occasionally serve clients through virtual collaboration arrangements.
Can you assist with business succession planning?
Yes, we provide business valuation services and strategic planning support to help business owners prepare for transitions, mergers, or generational transfers of ownership.