Business Details
45 Years
experience
Trusted Accounting & Tax Services in Charlottesville
Established in 1981, our CPA firm has built a legacy of excellence in accounting, tax, and business consulting services. With decades of combined experience, our team of certified professionals brings deep expertise in Certified Public Accounting, Certified Financial Planning, and Chartered Global Management Accounting. We specialize in simplifying complex tax challenges for individuals, businesses, trusts, estates, expatriates, and international clients. Our approach combines meticulous attention to detail with a commitment to personalized service, ensuring clients receive tailored solutions that align with their unique financial situations.We pride ourselves on fostering long-term relationships through transparent communication and a thorough understanding of evolving tax regulations. While our roots are in Charlottesville, Virginia, our services extend across multiple states and international borders, addressing diverse compliance needs. Our focus on client education empowers informed decision-making, while our proactive strategies aim to prevent issues before they arise. This balance of technical precision and client-centric service has sustained our reputation as a trusted advisor in the accounting profession.
Services
Tax Preparation
Accounting Services
Business Consulting
Estate Tax Services
Payroll Tax Assistance
International Tax Compliance
Trust Tax Preparation
Corporate Tax Filing
Details
- Year established: 1981
Highlights and features
- We offer 40+ years of specialized expertise in tax and accounting services since 1981
- Our team includes Certified Public Accountants with advanced financial planning credentials
- We serve international clients and expatriates with complex U.S. tax compliance needs
- Our meticulous approach ensures thorough resolution of complex tax challenges
- We prioritize personalized service with transparent communication and client education
Associations and certifications
- CPA
- CFP
- CGMA
Services
Tax Preparation
We prepare comprehensive individual and business tax returns for complex financial situations. Our expertise includes handling K-1 income, multi-state filings, foreign asset reporting, and special tax rules for business owners and real estate investors. We ensure compliance while optimizing tax benefits.
Business Consulting
Our part-time CFO services provide strategic financial guidance to business owners. We analyze operations, identify improvement opportunities, and offer objective advice to enhance profitability and help owners focus on core business activities through tailored consulting solutions.
Estate Tax Services
We handle income tax compliance for estates and trusts, preparing specialized returns and managing distribution K-1 forms. Our services coordinate with legal professionals handling transfer tax matters to ensure complete estate tax compliance and efficient administration.
International Tax Compliance
We assist expatriates with foreign income exclusion and international clients with U.S. tax obligations. Our services include foreign bank account reporting, cross-border investment tax compliance, and multi-jurisdictional tax planning to meet complex international tax requirements.
Payroll Tax Assistance
We help businesses manage payroll tax obligations, review deposits and filings for accuracy, and ensure compliance with employment tax regulations. Our services support employers in meeting federal, state, and local payroll tax requirements efficiently.
People
Michael H. Kaelber
Principal Member
Experienced accounting professional with extensive expertise in tax compliance and business consulting services.
Henry V. Kaelber
Managing Member
Certified Public Accountant with multiple credentials including CFP and CGMA, offering comprehensive financial planning and tax expertise.
Max Billmyer
Principal Member
CPA with specialized knowledge in tax services and business consulting for diverse client needs.
Questions
What accounting and tax services do you offer?
We provide individual and business tax preparation, trust/estate tax services, payroll tax compliance, international tax solutions, and business consulting for corporations and partnerships.
Do you handle complex tax situations?
Yes, we specialize in complex scenarios including expatriate tax, foreign asset reporting, multi-state filings, K-1 income processing, and private equity structuring.
Can you assist international clients?
We help international clients with U.S. tax compliance for domestic investments and guide expatriates through foreign income exclusion requirements.
What business consulting services are available?
Our part-time CFO services include financial analysis, strategic planning, profit optimization, and management consulting to help businesses improve operations.
How do you handle estate and trust tax filings?
We prepare income tax returns for estates and trusts, manage distribution K-1 forms, and coordinate with attorneys handling transfer tax compliance.
