Business Details
22 Years
experience
Trusted Accounting & Tax Services in Urbanna, VA
Established in 2004, our firm builds upon decades of combined experience in accounting and financial services. We specialize in tax preparation, payroll management, bookkeeping, and business consulting for diverse entities including corporations, nonprofits, and individuals. Our team, led by Kathy Hall, brings deep expertise in navigating complex tax laws, financial planning, and operational analysis. We prioritize personalized service, treating every client with the same care regardless of their role within an organization.Our commitment extends beyond business to civic engagement, exemplified by our involvement in the Urbanna Oyster Festival and local community initiatives. We offer tailored solutions such as on-site CPA services, business valuations, and strategic financial consulting to help clients achieve long-term success. Our approach combines technical proficiency with a focus on practical, actionable advice for business growth and stability.
Services
Tax Preparation
Payroll Services
Bookkeeping
Business Consulting
Financial Planning
Elder Care Accounting
Retirement Planning
Business Valuation
Operations Analysis
Tax-Free Exchange Guidance
Details
- Year established: 2004
Highlights and features
- We offer over 20 years of experience in accounting and financial consulting.
- Our team provides personalized service tailored to each client's unique needs.
- We combine technical expertise with practical business advice for actionable results.
- Our civic engagement demonstrates commitment to community and client trust.
- We deliver customized financial solutions for businesses of all sizes and structures.
Services
Tax Preparation
We prepare federal and state tax returns for all business structures including corporations, LLCs, and nonprofits. Our services cover complex filings and compliance requirements to ensure accuracy and minimize liabilities. Clients receive strategic advice to optimize tax benefits.
Payroll Services
Our Diamond-level payroll service handles tax deposits, direct payments, and regulatory reporting. We manage time records, calculate wages, and ensure compliance with federal and state requirements while providing regular client updates.
Business Consulting
We offer strategic guidance on business structure, growth planning, and financial decision-making. Services include cash flow analysis, profit optimization, and operational reviews to support sustainable business development.
Bookkeeping
We maintain accurate financial records through bank reconciliations, chart-of-accounts management, and financial statement preparation. Our tiers accommodate varying client needs from basic reconciliations to full-service bookkeeping support.
Retirement Planning
We provide personalized retirement planning advice covering IRA options, Social Security timing, and net worth management. Our approach balances current financial needs with long-term wealth preservation goals.
People
Kathy Hall
CPA
Kathy Hall leads our firm with over 20 years of accounting experience. She specializes in tax strategy, business consulting, and community-focused financial services. Her expertise spans corporate restructuring and personal financial planning.
Questions
What accounting services do you offer for businesses?
We provide tax preparation, payroll management, bookkeeping, business valuations, and operational analysis tailored to your business structure and needs.
Do you handle payroll tax compliance?
Yes, our payroll services include tax deposit calculations, quarterly reporting, and W-2/1099 preparation to ensure full compliance with federal and state regulations.
Can you assist with retirement planning?
We offer personalized retirement strategies covering IRA options, Social Security timing, and comprehensive net worth management to support long-term financial security.
What makes your firm different from other accountants?
Our combination of technical expertise, personalized service, and community commitment delivers practical solutions tailored to each client's unique business and financial situation.
Are business consulting services available on-site?
Yes, we offer on-site CPA services including financial consulting, operational reviews, and strategic planning to support real-time business decision-making.
