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Full-service tax & accounting

Everything you need to stay compliant, organized and ahead of the curve, all under one roof in Dumfries, Virginia.

Service 01

Tax Preparation

Accurate, thorough and on time. We prepare federal and Virginia returns for individuals, families and businesses, making sure you claim every credit and deduction you have rightfully earned.

  • Individuals & familiesForm 1040, itemized deductions, education, child and energy credits.
  • BusinessesSchedule C, S-corp (1120-S), C-corp (1120) and partnership (1065) returns.
  • Investors & landlordsCapital gains, rental income and multi-state filings handled with care.
  • Prior-year & amendedCatch up on unfiled years or correct a return that was not done right.
Every deduction, every timeLine-by-line review before we file.
Plan ahead, pay lessStrategy that works all year, not just in April.
Service 02

Tax Planning

The biggest savings come from decisions made before the year ends. We build a proactive strategy so you are never caught off guard and never leave money on the table.

  • Quarterly estimatesRight-sized payments so you avoid penalties and surprises.
  • Entity strategyShould you be an LLC or an S-corp? We run the numbers.
  • Retirement & deductionsTime contributions and expenses to lower your bill.
  • Life eventsMarriage, a new baby, a home, a sale of a business, we plan for it all.
Service 03

Bookkeeping

Books that are always current and always accurate. We keep your records clean month after month so you can make confident decisions and breeze through tax season.

  • Monthly bookkeepingTransactions categorized and accounts reconciled every month.
  • Financial reportingClear profit & loss and balance sheet statements you can actually read.
  • Software setupQuickBooks and Xero setup, migration and cleanup.
  • Catch-up workMonths or years behind? We will get you current and keep you there.
Books you can trustReconciled monthly and ready anytime.
Paydays made simpleOn time, compliant and stress-free.
Service 04

Payroll

Your team deserves to be paid correctly and on time, and you deserve to not worry about it. We run payroll and handle the filings so compliance is always covered.

  • Full-service processingSalaried and hourly, with direct deposit and digital pay stubs.
  • Tax deposits & filingsForms 941, 940 and Virginia withholding filed on schedule.
  • Year-end formsW-2s for employees and 1099s for contractors, done right.
  • New-hire & complianceOnboarding paperwork and reporting handled for you.
Who We Help

Individuals and businesses alike

No matter where you are, there is a plan that fits.

Individuals & Families

Straightforward, stress-free filing with a real person who looks out for your refund and your future.

  • W-2 and 1099 income
  • Homeowners & families
  • Investments & retirement
  • Multi-state & military filers

Small Businesses

Bookkeeping, payroll, planning and returns bundled so your whole financial picture stays in sync.

  • LLCs, S-corps & partnerships
  • Monthly bookkeeping & payroll
  • Quarterly tax planning
  • Financial statements for lenders

Self-Employed & Freelancers

Keep more of your hard-earned income with smart deductions and quarterly estimates that keep the IRS happy.

  • Schedule C & 1099 income
  • Home-office & mileage deductions
  • Estimated tax scheduling
  • S-corp election analysis
Not Sure Where to Start?

Tell us your situation. We'll recommend a plan.

Every consultation is free and there is never any pressure. Let's find the right fit for you.