Business Details
Trusted CPA Services in Charlottesville, VA
I have dedicated my career to providing professional, personalized accounting and tax services to individuals and businesses in Charlottesville, Virginia. With over four decades of experience in public accounting, I hold a CPA certification since 1978 and am a member of both the American Institute of CPAs and the Virginia Society of CPAs. My practice focuses on helping clients navigate federal and state tax compliance while implementing strategic planning to achieve their financial goals. Having graduated from the University of Virginia with a BS in Commerce, I bring deep expertise in tax law and financial management to every client interaction.My commitment to quality service has been the foundation of my work as a sole practitioner for over 30 years, serving the Charlottesville community with integrity and professionalism. I prioritize transparency and personalized guidance, ensuring clients receive accurate, actionable advice tailored to their unique circumstances. While I no longer accept new clients, my website provides valuable resources including tax forms, financial calculators, and educational materials to support ongoing financial literacy. My mission remains centered on simplifying tax compliance and empowering clients through expert financial stewardship.
Services
Tax Preparation
Tax Planning
Financial Consulting
IRS Representation
Record Retention Guidance
Highlights and features
- We offer 40+ years of specialized tax expertise in Charlottesville.
- Our CPA-certified team ensures compliance with federal and state tax laws.
- We provide personalized financial planning tailored to individual client needs.
- Our practice maintains membership in top-tier professional accounting organizations.
- We combine deep local market knowledge with national certification standards.
Associations and certifications
- American Institute of Certified Public Accountants
- Virginia Society of Certified Public Accountants
Services
Tax Preparation
Comprehensive preparation of federal and state tax returns for individuals and businesses. Ensures accurate reporting of income, deductions, and credits while maintaining compliance with current tax regulations. Focuses on maximizing refunds and minimizing liabilities through meticulous documentation review.
Tax Planning
Proactive strategies for year-round tax optimization. Analyzes financial situations to implement legal tax-saving measures, including retirement contributions, business expense structuring, and estate planning considerations. Designed to help clients achieve long-term financial objectives while reducing future tax burdens.
Financial Consulting
Personalized financial guidance covering budgeting, investment strategies, and retirement planning. Integrates tax implications with broader financial goals to create cohesive wealth-building frameworks. Particularly beneficial for small business owners and high-net-worth individuals seeking coordinated financial oversight.
IRS Representation
Professional advocacy during IRS audits and tax disputes. Handles communication, documentation submission, and negotiation processes to protect client interests. Leverages deep understanding of tax code to resolve issues efficiently while minimizing potential penalties or liabilities.
Record Retention Guidance
Expert advice on maintaining proper financial records according to legal requirements. Provides customized retention schedules for different document types, ensuring compliance with federal and state record-keeping regulations while optimizing organizational efficiency for individuals and businesses.
People
Shumaker Janet M CPA
Certified Public Accountant
CPA with 40+ years of Charlottesville-based practice. University of Virginia Commerce graduate (1976) and AICPA member. Specializes in tax compliance, financial planning, and IRS dispute resolution. Focuses on personalized service for individuals and small businesses.
Questions
What accounting services does Janet M. Shumaker offer?
Services include tax preparation, strategic tax planning, financial consulting, IRS audit representation, and record retention guidance for individuals and small businesses.
How can I schedule a tax consultation?
Contact via phone at (434) 977-0591 to discuss availability. Office hours vary, so appointments must be arranged in advance through direct communication.
Does the practice handle business tax filings?
Yes, the practice provides comprehensive business tax services including corporate return preparation, payroll tax reporting, and entity structure optimization strategies.
Are online tax resources available?
The website offers downloadable IRS forms, state tax documents, tax rate information, refund tracking tools, and financial calculators for client use.
What areas do you serve?
Primarily Charlottesville, Virginia, with virtual support available for select clients across the state and beyond through electronic filing capabilities.
