Business Details
Trusted Accounting & Financial Services in Richmond, VA
Head & Associates is a professional accounting firm dedicated to providing comprehensive tax, accounting, and financial planning services to individuals and businesses. With over 25 years of experience in public accounting, corporate finance, and business consulting, our team prioritizes personalized service, proactive client engagement, and actionable financial insights. Our founder, Matthew T. Head, leverages his expertise as a Certified Public Accountant and Chartered Global Management Accountant to deliver tailored solutions that align with clients' unique goals. We emphasize long-term relationships, ethical practices, and continuous learning to ensure clients make informed financial decisions. Our services span income tax preparation, small business accounting, outsourced CFO support, personal financial planning, and elder care financial services.We serve clients throughout Central Virginia, including Mechanicsville, Hanover, Henrico, and the greater Richmond area. Our approach combines technical excellence with a commitment to understanding each client's specific needs, ensuring we provide strategic guidance that drives financial success. By maintaining transparency, accountability, and a focus on client priorities, we aim to be a trusted partner in managing both personal and business financial matters. Our team's extensive background in diverse industries, including healthcare, real estate, and construction, enables us to address complex financial challenges with precision and clarity.
Services
Income Tax Preparation
Small Business Accounting
Personal Financial Planning
CFO Services
Elder Care Financial Services
Highlights and features
- We offer 25+ years of experience in accounting and financial consulting.
- Our team provides personalized, proactive financial guidance tailored to client needs.
- We serve diverse industries including healthcare, real estate, and construction.
- Our services integrate tax planning, accounting, and strategic financial advice.
- We prioritize transparency, ethical practices, and long-term client relationships.
Associations and certifications
- Certified Public Accountant
- Chartered Global Management Accountant
Services
Income Tax Preparation
We provide comprehensive federal and state tax preparation for individuals and businesses, including multi-state filings and amended returns. Our proactive planning approach helps clients legally minimize tax liabilities while ensuring compliance. With over 20 years of experience, we analyze clients' evolving financial situations to optimize tax strategies and represent them during IRS audits.
Small Business Accounting
Our tailored accounting solutions support privately held businesses with bookkeeping, financial statements, and payroll management. We offer partial or full-service options to accommodate varying needs, ensuring accurate financial reporting and time-saving support. Our team acts as an extension of your staff, delivering insights for informed business decisions.
Personal Financial Planning
We design customized financial plans to help clients achieve long-term goals, including retirement, education savings, and estate planning. Our guidance covers budgeting, insurance, investment strategies, and navigating life transitions. We emphasize flexibility and growth to secure financial freedom for individuals and families.
CFO Services
Our outsourced CFO services offer strategic financial leadership at a fraction of the cost of a full-time executive. We assist with budgeting, cash flow management, financing, and operational analysis. By overseeing financial controls and providing actionable insights, we help businesses enhance profitability and sustainable growth.
Elder Care Financial Services
We provide specialized financial management for aging individuals, including bill payment, tax preparation, and asset organization. Our team handles routine transactions, retirement account distributions, and coordination with investment advisors. This service alleviates family caregiving burdens while ensuring financial security and compliance.
People
Matthew T. Head
Founder
Matthew T. Head, CPA, CGMA, founded Head & Associates with 25+ years in tax, accounting, and corporate finance. He served as CFO for businesses in healthcare and construction and holds an MBA from the University of Richmond.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial statements, payroll management, and outsourced CFO support tailored to small businesses' needs.
Do you handle tax preparation for individuals and businesses?
Yes, we offer federal and state tax preparation, multi-state filings, and audit representation for individuals and privately-owned businesses.
What areas do you serve?
We serve Central Virginia, including Mechanicsville, Hanover, Henrico, New Kent, King William, and the greater Richmond area.
Can you assist with elder care financial management?
Yes, we provide bill payment, tax preparation, and asset organization services for aging individuals and their families.
What financial planning services are available?
We offer retirement planning, education savings, estate planning, and insurance guidance to help clients achieve long-term financial goals.
