Business Details
23 Years
experience
Local Accounting Excellence in Danville, VA
Wilkinson Consulting & CPA was founded in January 2003 with a mission to deliver personalized financial expertise to individuals and businesses in Danville, VA. Our team combines over 50 years of collective experience in accounting, tax preparation, and IRS problem resolution. We prioritize professionalism through adherence to industry standards while maintaining responsive service that addresses time-sensitive client needs. Our commitment to quality ensures accurate financial reporting and strategic planning tailored to each client's unique circumstances.We specialize in small business accounting, elder care services, and tax problem resolution while maintaining strong community ties through local business associations and charitable organizations. Our firm structure allows collaboration between senior accountants and support staff, ensuring every client receives comprehensive financial guidance backed by institutional knowledge and technical expertise.
Services
Tax Preparation
IRS Audit Representation
Payroll Services
Small Business Accounting
Elder Care Financial Planning
Details
- Year established: 2003
Highlights and features
- CPA-certified team with 50+ years combined experience
- Specialize in complex IRS audit representation and resolution
- Offer customized payroll solutions for small businesses
- Provide elder care financial management services
- Maintain active community involvement through local boards
Services
IRS Audit Representation
Our CPA team provides comprehensive IRS audit defense. We handle all communications with tax authorities, prepare necessary documentation, and develop strategies to resolve discrepancies. Clients receive step-by-step guidance through the audit process while maintaining compliance with tax regulations.
Small Business Accounting
Monthly/quarterly accounting services include bank reconciliation, income statements, and balance sheet preparation. We maintain accurate financial records while offering cash flow analysis and budgeting support. Services integrate with payroll and tax planning for complete financial management.
Elder Care Financial Services
Specialized financial assistance for elderly clients. Our services include bill management, checkbook balancing, retirement account oversight, and tax preparation. Family members receive regular updates while maintaining control over their loved ones' financial affairs.
Payroll Solutions
Comprehensive payroll processing options including direct deposits, tax filings, and compliance reporting. We offer customizable solutions for businesses needing full-service payroll, after-the-fact processing, or online system support with year-round tax deposit management.
Tax Preparation
Personal and business tax return preparation with year-round planning support. Our services include electronic filing, deduction maximization, and record organization. We assist clients with unfiled returns, tax debt resolution, and future tax liability reduction strategies.
People
R. Stephen Wilkinson
Founder & CPA
With over 50 years in accounting, Steve founded the firm in 2003 after serving as partner at Harris, Harvey, Neal & Co. He holds CPA certification since 1978 and contributes to local economic development organizations.
Karen Bennett
Partner
Karen brings 35+ years experience in tax and accounting. She earned her degree from Averett College and became the firm's first female partner in 2016. Active in Habitat for Humanity, she specializes in small business tax solutions.
J. Aaron Walters
Partner & CPA
A 2009 Averett University graduate, Aaron obtained CPA certification and developed expertise in business tax planning. Promoted to partner in 2016, he focuses on local business consulting and community development initiatives.
Nancy F. Carter
Senior Accountant
With 50+ years in accounting, Nancy specializes in payroll and business tax returns. She earned her associate degree from Danville Community College and provides continuity through multiple firm transitions and mergers.
Courtney Capps
CPA
Licensed Virginia CPA since 2017, Courtney graduated with honors from Averett University. She focuses on emerging business entities and provides technical expertise in tax code updates and compliance requirements.
Questions
What accounting services do you offer for small businesses?
We provide complete bookkeeping, payroll processing, financial statement preparation, and tax planning services specifically tailored for small businesses in the Danville area.
How do you handle IRS audit representation?
Our CPAs manage all IRS audit communications, prepare necessary documentation, and develop resolution strategies while keeping clients informed throughout the process.
What payroll processing options are available?
We offer three solutions: comprehensive payroll with direct deposit, after-the-fact processing for manual entries, and online submission options with year-round tax compliance.
Do you assist with personal tax preparation?
Yes, we prepare individual tax returns with focus on maximizing deductions and offer electronic filing for faster refunds.
What elder care financial services do you provide?
We help manage elderly clients' daily finances including bill payment, account reconciliation, and retirement distribution planning with regular family updates.
How can I schedule a consultation?
Contact us via phone at (434) 797-4300 or use our online form to request a consultation with one of our accounting professionals.
