S E R V I C E S

Tax Planning & Preparation

Our tax planning and preparation begins with a comprehensive assessment–which not only ensures that we understand your internal objectives and tax concerns, but it is especially crucial in an economic marketplace that is continuously shifting. We deliver a personal touch to meet long-term goals and invest time beyond the tax season to make sure we have current industry knowledge.

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Tax planning is critical for business success in an unpredictable global economy. Tax planning is also necessary for individuals who face their own challenges owning, managing, and preserving businesses and wealth in a complex regulatory environment.
Along with the planning and preparation, we are constantly staying up-to-date and informed with tax rules and regulations to ensure that compliance, along with company goals, are being met.
BSB_2023 Year End Tax Planning for Businesses

2023 Year End Tax Planning For Businesses

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It is important that businesses and business owners review your tax and financial plans at year end. While there has been minimal tax legislation passed, the potential for change is…
BSB_2023 Year End Tax Planning for Individuals

2023 Year End Tax Planning for Individuals

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As we wrap up 2023, it’s important to take a closer look at your tax and financial plans and discuss steps to reduce taxes and help you save for your…
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Latest Tax Changes from Virginia Department of Taxation’s September Special Session

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The Virginia Department of Taxation recently released their updated 2023 Legislative Summary, which details the state and local tax legislation enacted during the 2023 Special Session held on September 6,…

Virginia Switches to Rolling Conformity Beginning With Tax Year 2023

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On April 12, following a special one-day reconvene session of the Virginia General Assembly, Gov. Glenn Youngkin signed S.B. 1405 to change Virginia’s method of conformity with the Internal Revenue…