Business Details
11 Years
experience
Trusted Accounting and Financial Services in Richmond, VA
Founded in 2015, Valderas Financial Solutions brings decades of combined experience in accounting and financial planning. Our team of certified professionals specializes in serving entrepreneurs, start-ups, and high-net-worth individuals with complex tax needs. We prioritize personalized service, leveraging expertise in bookkeeping, tax preparation, and corporate financial strategy to help clients achieve long-term success.With a focus on transparency and client education, we offer a free 1-hour consultation to tailor solutions that align with each client's unique goals. Our commitment to excellence is reflected in our track record of resolving challenging tax issues and building lasting relationships grounded in trust and accountability.
Services
Bookkeeping
Tax Preparation
Corporate Financial Planning
Details
- Year established: 2015
Highlights and features
- We offer over 25 years of experience in accounting and financial planning.
- Our team includes certified CPAs with expertise in complex tax issues.
- We provide personalized service tailored to entrepreneurs and high-net-worth individuals.
- We offer a free 1-hour consultation to new clients.
- Our team has extensive experience working with start-ups and franchises.
What people say
Saved $94,000 in taxes
Penalty abatement success
Experienced and trustworthy team
Personalized financial planning
Excellent client support
Services
Bookkeeping
Our bookkeeping service streamlines financial record-keeping for entrepreneurs, ensuring accurate tracking of income, expenses, and tax-deductible items. We handle day-to-day transactions, bank reconciliations, and financial reporting, allowing business owners to focus on growth. Clients benefit from organized records that simplify tax preparation and strategic decision-making.
Tax Preparation
We specialize in precise tax return preparation for individuals and businesses, navigating complex IRS regulations to maximize deductions while maintaining compliance. Our process includes reviewing financial records, identifying tax-saving opportunities, and submitting error-free returns. Clients receive proactive guidance to avoid penalties and optimize their tax positions.
Corporate Financial Planning
This service provides businesses with tailored financial roadmaps, covering cash flow management, investment strategies, and long-term growth planning. We analyze current financial health, set measurable goals, and develop actionable plans to achieve them. Clients gain clarity on resource allocation and risk mitigation in dynamic economic environments.
People
Margaretha Valderas
Founder, CPA
With over 40 years of experience, including a career at the IRS and leadership roles in major CPA firms, Retha specializes in complex tax solutions. She established Valderas Financial Solutions in 2015 to provide personalized service to entrepreneurs and high-net-worth individuals.
Laura
Client Relations Manager
Laura manages client relationships with 14 years of experience in sales and marketing across multiple industries. She focuses on understanding client needs and connecting them with tailored financial solutions while balancing family life in Richmond.
Brooke
Accounting Manager
Brooke oversees accounting operations with 13 years of client service experience. A VCU graduate, she specializes in delivering accurate financial reports and advisory services, maintaining a loyal client base through attention to detail and proactive communication.
Questions
What accounting services do you offer?
We provide bookkeeping, tax preparation, corporate financial planning, IRS penalty abatement, and strategic advisory services for entrepreneurs and high-net-worth individuals.
How can you help with tax penalties?
Our team successfully negotiates IRS penalty abatements by preparing detailed documentation and compelling cases to reduce or eliminate penalties for clients.
Do you offer free consultations?
Yes, we provide a free 1-hour consultation to new clients to discuss their financial needs and determine the best course of action.
What industries do you specialize in?
We focus on service businesses, real estate, construction, and franchises, with extensive experience supporting start-ups and high-net-worth individuals.
How experienced is your team?
Our professionals have over 25 combined years of experience, including 40+ years for our CPA founder who previously worked at the IRS and major accounting firms.
