Business Details
50+ Years
experience
Expert Accounting & Business Advisory Services in Staunton, VA
Founded in 1967 as a branch of a regional accounting firm, we have grown into a trusted partner for individuals and businesses seeking comprehensive financial solutions. Our team combines local expertise with global resources to deliver tax planning, business advisory, and accounting services tailored to unique client needs. With over 160 years of combined experience, we prioritize proactive strategies to minimize tax liabilities and maximize profitability.Our certified professionals specialize in forensic accounting, succession planning, business valuations, and estate management, ensuring long-term financial security for clients. We serve industries ranging from agriculture to hospitality, maintaining a commitment to community impact. Headquartered in Staunton, Virginia, our reach extends from the Shenandoah Valley to the East Coast, supported by a team of CPAs, CVAs, and dedicated advisors.
Services
Tax Planning
Business Advisory
Estate Management
Forensic Accounting
Succession Planning
Business Valuations
Details
- Year established: 1967
Highlights and features
- Our team has over 160 years of combined experience in accounting and advisory services.
- We provide proactive tax planning to minimize liabilities under evolving regulations.
- Certified professionals handle complex business valuations and forensic accounting.
- Comprehensive services span international tax compliance and estate planning.
- Local expertise with capabilities to serve businesses across industries nationally.
Associations and certifications
- Certified Valuation Analysts (CVA)
What people say
Proactive tax planning
Certified valuation experts
Strong forensic accounting skills
Industry-specific knowledge
Personalized approach
Services
Tax Planning
We proactively analyze tax laws to identify planning opportunities that reduce liabilities for individuals and businesses. Our strategies cover return preparation, international compliance, and entity structuring. Certified experts ensure alignment with evolving regulations while optimizing financial outcomes.
Business Advisory
Our advisors identify profitability drivers and develop practical solutions for growth. Services include merger analysis, cash flow forecasting, and operational efficiency assessments. We support businesses through acquisitions, succession plans, and strategic decision-making aligned with long-term goals.
Estate Management
We guide clients through estate, trust, and gift planning to ensure asset protection and tax-efficient transfers. Our approach addresses business continuity, beneficiary security, and minimization of tax obligations while meeting personal legacy objectives.
Forensic Accounting
Using specialized auditing techniques, we investigate financial discrepancies, fraud, and theft. Our services include litigation support, damage quantification, and expert testimony to resolve disputes and strengthen financial controls for businesses.
Business Valuations
Certified Valuation Analysts provide objective business appraisals for mergers, acquisitions, or legal matters. We analyze financial health, market position, and risk factors to determine accurate valuations critical for strategic decisions or divorce settlements.
People
Michael A. Marrin
CPA, CVA, MAFF, CFE
Lead tax strategist with expertise in international compliance and fraud examination. Focuses on minimizing liabilities for high-net-worth individuals and corporations through proactive planning solutions.
Brett D. Botizan
CAP, CVA
Specializes in forensic accounting and business valuations. Provides litigation support and damage assessments for complex financial disputes, combining technical skill with clear communication for client clarity.
Brandon H. Tankesley
CPA
Manages audit and advisory engagements for diverse industries. Focuses on financial reporting accuracy and strategic growth planning, leveraging deep knowledge of regulatory compliance and operational efficiency.
Cory A. Smith
CPA
Supports business clients with succession planning and merger evaluations. Delivers customized solutions for tax-efficient transitions and long-term sustainability in family-owned enterprises.
Loriann Walker
CPA
Handles individual and corporate tax planning with emphasis on proactive strategies. Expert in navigating complex tax codes to optimize returns while maintaining compliance for multi-state filings.
Questions
What accounting services do you offer for small businesses?
We provide tax planning, financial forecasting, audit support, and advisory services tailored to small businesses. Our team helps with entity selection, cash flow management, and compliance.
Can you assist with international tax compliance?
Yes, our specialists handle cross-border tax planning, foreign entity reporting, and compliance with evolving international regulations to minimize liabilities for global operations.
What industries do you specialize in?
We serve diverse sectors including agriculture, manufacturing, hospitality, healthcare, and professional services, offering industry-specific insights to address unique financial challenges.
How do you support business succession planning?
We develop customized exit strategies, including ownership transfers, valuation analysis, and tax-efficient structures to ensure smooth transitions while protecting client wealth.
Do you offer forensic accounting services?
Yes, our Certified Fraud Examiners investigate financial discrepancies, quantify damages in disputes, and provide expert testimony for legal proceedings involving fraud or theft.
What are your office hours?
Office hours are Monday-Friday, 8:30 AM - 5:00 PM. Appointments outside these times are available upon request for client convenience.
