Richmond Tax Preparation Services
Strategic, Accurate Tax Support for Richmond’s Government Employees, Professionals, Retirees & Investors
Richmond has one of Virginia’s most complex taxpayer populations, shaped by:
- State of Virginia government workers
- Financial & legal professionals
- Healthcare employees
- Logistics & distribution
- Local small business owners
- Retirees with pension + SSA
- Remote workers with out-of-state employers
- Real estate investors (LTR + STR)
- University faculty & staff
- Contractors & trades
Richmond taxpayers often manage:
- W-2 income from government agencies or large employers
- Multi-state income (VA ⇄ NC/MD/DC)
- Rental income across Richmond, Short Pump, Midlothian
- STR/LTR depreciation
- 1099 contractor or gig income
- Capital gains from real estate & investments
- Stock compensation (common in tech/finance)
- K-1 partnership income
- Side-business or consulting income
- Pension/RMD/SSA alignment
Our Richmond tax team provides precision filing + long-term tax strategy, grounded in the city’s public sector, healthcare, and investment-heavy financial profile.
Why Richmond Residents Choose Our Tax Preparation Firm
- Licensed CPAs & EAs with deep Virginia expertise
- Specialists in government employee + public sector taxes
- Multi-state filing experts for DMV & SE region
- Rental & STR depreciation optimization
- Stock compensation reporting (RSUs/ESPP/ISO)
- Contractor & gig-business deduction maximization
- IRS notices, audits & corrected returns
- Full bookkeeping cleanup for business owners
- Transparent flat-rate pricing
- MERNA™ long-term tax strategy included
Richmond requires a tax firm that understands state workers, retirees, investors, and multi-state earners — and we deliver exactly that.
Tax Preparation Services for Individuals in Richmond
We support:
- State of Virginia government workers
- Healthcare professionals
- University employees & graduate students
- Remote corporate workers
- Real estate investors
- High-income families
- Retirees with pension, SSA & RMD income
- Contractors & trades
- Multi-state earners
- Business owners with W-2/LLC combinations
Individual services include:
- Federal + Virginia filing
- Multi-state income allocation
- Retirement & pension optimization
- STR/LTR rental depreciation schedules
- Stock compensation reporting
- Capital gains & investment reporting
- K-1 partnership reconciliation
- IRS notices & amended returns
- Estimated quarterly taxes
- MERNA™ long-term planning
Richmond residents most often benefit from rental optimization + retirement planning + multi-state cleanup.
Tax Preparation Services for Richmond Business Owners
Richmond’s business landscape includes:
- Contractors & trades
- Restaurants & hospitality
- Professional service firms
- Logistics/transportation businesses
- Real estate investors & landlords
- E-commerce brands
- Healthcare practices
- Consultants & advisors
- Multi-LLC entrepreneurs
Business services include:
- S-Corp, LLC, C-Corp & partnership filings
- Monthly bookkeeping + cleanup
- Payroll setup + compliance
- Multi-entity bookkeeping
- Fixed asset & depreciation schedules
- Quarterly projections
- Multi-state business filings
- Audit-ready financial statements
- MERNA™ entity optimization
We help Richmond business owners stay organized, profitable & tax-efficient.
What Sets Our Richmond Tax Preparers Apart
Richmond taxpayers often juggle:
- Government pay structures
- Multi-state income
- Pension + SSA
- STR/LTR rental depreciation
- Capital gains from property sales
- Departmental shift pay variations
- Contractor & gig income
- High-income W-2 + LLC combos
- K-1 partnership returns
- Estimated tax complexities
We understand:
- Virginia-specific retirement deductions
- Multi-state sourcing rules
- Rental depreciation across Richmond suburbs
- Stock compensation taxation
- Capital gains timing
- Entity selection for contractors
- IRS compliance for blended households
We optimize your full financial picture, not just the return.
Areas We Serve Across Richmond & Central Virginia
Richmond
Short Pump
Midlothian
Glen Allen
Mechanicsville
Bon Air
Henrico County
Chesterfield County
Hanover County
University of Richmond area
What Richmond Clients Say
Case Study — Richmond, VA
Client: L.R. — State Employee + Rental Investor
Mix: W-2 government income + LTR rental + investments + pension credits
Problem
- Rental depreciation missing
- State pension withholding mismatched
- Capital gains misreported
- Multi-state NC/VA allocation errors
Solution
- Built full depreciation schedule
- Corrected pension treatment
- Fixed multi-state allocation
- Cleaned investment reporting
- Applied MERNA™ strategy
Result:
$7,980 saved in the first year, largely from depreciation + pension optimization.