Business Details
11 Years
experience
Expert Accounting Services in Richmond, VA
Valderas Financial Solutions was founded in January 2015 by Margaretha Valderas, a CPA with over 40 years of experience. Our firm combines deep expertise in accounting, tax preparation, and financial planning with a commitment to exceptional client service. We specialize in supporting entrepreneurs across service, real estate, and construction industries, as well as high-net-worth individuals facing complex tax challenges. Our team brings decades of collective experience from roles in major CPA firms and the IRS, ensuring accurate, compliant, and strategic financial guidance.We prioritize building long-term relationships by understanding each client's unique needs and maintaining rigorous standards of professionalism. This dedication to personalized solutions is reinforced through regular training, adherence to evolving tax regulations, and a focus on transparent communication. Our reputation for resolving difficult tax issues, including penalty abatements and audit representation, has made us a trusted partner for businesses and individuals since 2015.
Services
Bookkeeping
Tax Preparation
Corporate Financial Planning
Details
- Year established: 2015
Highlights and features
- Decades of experience in accounting and tax services.
- Superior client service focused on individual needs.
- Free 1-hour consultation for new clients.
- Team of certified experts with specialized knowledge.
- Proven track record assisting entrepreneurs and high-net-worth individuals.
What people say
Totally satisfied
Saved $94,000
Positive experiences
Great team
Services
Bookkeeping
Our bookkeeping service streamlines financial management by handling daily transactions, payroll, and record-keeping. We ensure accurate reporting for informed business decisions, reducing administrative burdens so clients can focus on growth. This service suits entrepreneurs needing reliable, organized accounting support.
Tax Preparation
We provide comprehensive tax preparation for individuals and businesses, optimizing deductions while ensuring compliance with IRS regulations. Our team handles complex returns, audit support, and penalty resolution for self-employed clients, business owners, and high-net-worth individuals seeking accurate, stress-free filing.
Corporate Financial Planning
This service offers strategic financial planning for businesses without an in-house CFO. We analyze budgets, forecast cash flow, and develop growth strategies tailored to long-term goals. Ideal for companies needing expert guidance to navigate economic challenges and improve financial performance.
People
Margaretha Valderas
Founder, CPA
With over 40 years of experience, Retha founded Valderas Financial after working with the IRS and leading CPA firms. She specializes in complex tax solutions for entrepreneurs and high-net-worth individuals in Richmond, VA.
Laura Valderas
Client Relations Manager
Laura manages client relations with 14 years of marketing and sales experience. She supports entrepreneurs in Richmond, balancing personalized service with strategic financial guidance for business owners.
Brooke Smith
Accounting Manager
Brooke oversees accounting operations with 13 years of client management expertise. She provides accurate financial reporting and advisory services to businesses in Richmond while maintaining a loyal client base.
Questions
What accounting services do you offer?
We provide bookkeeping, tax preparation, audit representation, and corporate financial planning tailored to entrepreneurs and high-net-worth individuals.
Do you offer a free consultation?
Yes, we provide a complimentary 1-hour consultation for new clients to discuss their financial needs and goals.
What industries do you specialize in?
We focus on service businesses, real estate, construction, and franchises, along with complex personal tax matters.
How do you handle tax penalties?
We resolve IRS penalties through abatement requests, audit support, and compliance strategies based on client-specific documentation.
Can you assist with business financial planning?
Yes, we offer strategic CFO-level planning for business growth, cash flow management, and tax-efficient operations.
