Business Details
Your Trusted Partner for Accounting and Financial Advisory Services
At Horizon Accountants, we are committed to delivering comprehensive accounting and financial advisory services with a focus on precision, integrity, and client-centered solutions. Our practice is rooted in over 35 years of local public accounting experience, serving individuals, families, small businesses, agricultural operations, not-for-profits, churches, and trusts across the Shenandoah Valley. We believe accounting extends beyond numbersit empowers informed decision-making, creates value, and fosters trust through reliable, transparent partnerships. Our team combines expertise in tax compliance, strategic business consulting, and investment advisory services to address the unique needs of each client. We prioritize timely communication, accuracy, and risk mitigation, ensuring our clients receive actionable insights tailored to their financial goals.With specialized knowledge in estate planning, business valuations, and transaction structuring, we guide clients through significant life transitions, including retirement and succession planning. Our founder, Lawrence R. Yoder CPA, brings dual credentials as a Certified Public Accountant and Registered Investment Advisor, offering a rare integration of tax, accounting, and financial market expertise. Recognized for our commitment to ethical standards and community involvement, we serve as a trusted partner for clients seeking holistic financial guidance. Our membership in the American Institute of Certified Public Accountants underscores our dedication to professional excellence. From tax return preparation to strategic consulting, we strive to be a dependable resource for individuals and businesses navigating complex financial landscapes.
Services
Tax Return Preparation
Business Valuations
Strategic Consulting
Estate Planning
Investment Advisory
Portfolio Valuations
Depreciation Schedules
Highlights and features
- Over 35 years of local public accounting and tax experience.
- Dual expertise as Certified Public Accountants and Registered Investment Advisors.
- Specialize in tax-efficient business transactions and estate planning.
- Offer holistic financial guidance combining accounting and pastoral care.
- Focused on small businesses, families, and trusts with personalized service.
Associations and certifications
- Certified Public Accountant (Virginia)
- Certified Public Accountant (New York)
- Registered Investment Advisor
What people say
Exceptional Service
Timely Responses
Expertise in Tax
Personalized Approach
Holistic Guidance
Services
Tax Return Preparation
We prepare individual, business, trust, nonprofit, and estate tax returns with a focus on accuracy and compliance. Our team maintains detailed depreciation schedules for complex assets and specializes in reporting for construction, real estate transactions, and investment portfolios. Clients receive clear documentation and strategic tax planning to minimize liabilities.
Business Valuations
Our business valuation services determine fair market value for mergers, acquisitions, or sales. Leveraging CPA expertise and investment advisory experience, we analyze financial statements, market conditions, and industry trends to provide objective valuations. This critical insight supports informed decision-making for business owners and investors.
Strategic Consulting
We offer tailored strategic consulting for small businesses, including financial statements, market analysis, and transaction structuring. Our services extend to business strategy advice and coaching for sole proprietors, helping clients navigate growth, succession planning, and operational challenges with confidence.
Estate Planning
Our estate planning services assist families managing inheritance and probate matters. We prepare court-compliant accounting reports and provide guidance on tax-efficient strategies. With a compassionate approach, we support clients during transitions such as retirement or the loss of a loved one.
Investment Advisory
As registered investment advisors, we deliver objective portfolio analysis and market insights. Our expertise spans diverse investment categories and reporting frameworks. Clients benefit from tax-aware strategies and holistic financial planning that aligns with long-term goals.
People
Lawrence R. Yoder
Founder, CPA
Lawrence R. Yoder, CPA, is a Certified Public Accountant with over 35 years of experience in public accounting and tax services. He holds a Masters in Applied Ministry and serves as an ordained marketplace minister. His dual expertise in accounting and investment advisory services provides clients with integrated financial solutions.
Janae Yoder Flores
Staff Accountant
Janae Yoder Flores supports Horizon Accountants' tax and consulting services with attention to detail and client needs. Her work includes tax preparation, financial reporting, and assisting small businesses and families across the Shenandoah Valley.
Questions
What services does Horizon Accountants offer?
We provide tax preparation, business valuations, strategic consulting, estate planning, and investment advisory services for individuals, families, and small businesses.
Why choose Horizon Accountants over other firms?
Our unique combination of CPA expertise, investment advisory credentials, and personalized care ensures comprehensive, client-focused solutions tailored to your specific needs.
Do you work with clients outside the Shenandoah Valley?
While our focus is the Shenandoah Valley, we serve clients nationwide through virtual consultations and reporting services.
Are new clients accepted during tax season?
Our capacity is limited during tax season; we require an interview and charge a new client file fee to ensure quality service.
What is Horizon Opportunities?
Horizon Opportunities is our non-seasonal advisory service offering strategic planning, business consulting, and financial coaching beyond traditional tax services.
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