Business Details
19 Years
experience
Your Trusted Partner for Accounting Solutions in Hampton Roads
Colonial CPA Group began in 2007, initially operating as TL Johnson CPAs before evolving into its current identity. With offices in Chesapeake, Yorktown, and Williamsburg, we specialize in delivering tax, assurance, and consulting services to individuals and businesses across the United States, with a focus on the East Coast. Our commitment to ethical practices and reliability ensures the integrity of our services while building client confidence.We prioritize continuous staff education and leverage cutting-edge accounting technology to meet evolving industry demands. Our team serves diverse sectors, including nonprofits, healthcare, real estate, construction, and retail, tailoring solutions to address unique challenges. By combining experience, expertise, and resources, we deliver high-quality, accurate services designed to optimize financial outcomes for clients of all sizes.
Services
Tax Preparation
Business Accounting
QuickBooks Support
Audit Services
Business Incorporation
Payroll Services
Financial Statement Preparation
Multi-State Tax Planning
Notary Services
Estate Tax Filing
Details
- Year established: 2007
Highlights and features
- We offer 15+ years of experience in accounting and tax services with specialized expertise in real estate, construction, and nonprofit sectors.
- Our team provides industry-tailored solutions addressing compliance needs and standard tax practices.
- We combine continuous staff education with advanced accounting technology for accurate, up-to-date services.
- Our CPA-certified professionals deliver audits, tax planning, and QuickBooks support with a client-first approach.
- We serve clients across diverse industries, including healthcare, retail, and homeowner associations.
Associations and certifications
- CPA (Certified Public Accountant)
What people say
Expertise in tax planning
Personalized service
Industry-specific knowledge
Accurate filings
Proactive advice
Services
Tax Preparation Services
Our tax preparation services ensure accurate and compliant filings for businesses and individuals. We specialize in maximizing deductions for S Corps, C Corps, and LLCs while minimizing IRS risks. Our team handles multi-state returns, estate filings, and nonprofit Form 990 submissions, leveraging deep expertise to reduce liabilities and secure faster refunds through e-filing.
Business Accounting
We provide tailored accounting solutions for small businesses, including bookkeeping, payroll, and financial statement preparation. Our services streamline operations through QuickBooks setup and support, cash flow management, and customized reporting. By aligning accounting systems with growth goals, we help businesses maintain compliance and make data-driven decisions year-round.
Audit Services
Our audit services deliver assurance through comprehensive reviews of financial records. We conduct audits, reviews, and compilations to validate accuracy and compliance. Clients receive clear insights into their financial health, supported by recommendations to strengthen internal controls and prepare for regulatory scrutiny across industries like healthcare and real estate.
Business Incorporation
We guide clients in selecting optimal business structures (LLC, S Corp, C Corp) to maximize tax benefits and limit liability. Services include entity evaluation, tax strategy alignment, and QuickBooks integration. Our advisors ensure new businesses establish compliant accounting systems while existing entities restructure for improved tax efficiency and long-term growth.
QuickBooks Consulting
We offer end-to-end QuickBooks support, from software selection and setup to ongoing troubleshooting. Our team configures charts of accounts, invoice templates, and data management systems to ensure accurate financial tracking. By integrating QuickBooks with tax preparation workflows, we reduce administrative burdens and improve year-end filing efficiency for small businesses.
People
Kathleen 'Courtney' Johnson
Managing Partner
CPA and MSA graduate with 15+ years of experience in assurance services and tax preparation. Former auditor at a Fortune 500 company, specializing in internal controls. Member of the Virginia Society of CPAs. Licensed in Virginia and Florida.
Ryan Johnson
Managing Partner
CPA and MBA holder with expertise in tax consulting and corporate strategies. Managing partner since 2014, member of the American Institute of CPAs. Licensed in Virginia and Florida. Focuses on long-term tax planning for business growth.
Lauren Crockett
Manager
CPA with over a decade of public accounting experience. Specializes in payroll, bookkeeping, and tax return preparation. Holds a BS from the College of William and Mary. Manages client financial operations and compliance.
Robin Toledo
Senior Associate
Senior accountant with 30+ years of experience. Former supervisor in accounts payable/receivable. Expertise in small business accounting and payroll. Notary Public with a focus on Yorktown-area clients.
Diane Coppola
Associate
Enrolled Agent with 20+ years of tax preparation and bookkeeping experience. Former H&R Block professional. Specializes in payroll processing and full-charge bookkeeping. Active in community choirs and local arts organizations.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll, financial statements, QuickBooks support, and tax planning tailored to small businesses in real estate, construction, and other industries.
Do you handle multi-state tax filings?
Yes, our experienced team prepares and files tax returns across multiple states while ensuring compliance with federal and state regulations.
Can you help with business incorporation?
We advise on entity selection (LLC, S Corp, C Corp) and set up accounting systems aligned with tax-efficient structures for new and existing businesses.
What QuickBooks support do you provide?
We offer software selection, setup, chart of accounts configuration, invoice templates, and ongoing troubleshooting to optimize your QuickBooks system.
Are your services available for nonprofits?
Yes, we specialize in nonprofit financial reporting, Form 990 filings, and expense analysis to improve budget transparency and compliance.
How do you stay updated on tax law changes?
Our CPAs complete annual continuing education and monitor regulatory updates year-round to ensure accurate, compliant tax strategies for clients.
