We are problem solvers who provide our clients with innovative strategies and personalized service to help them make the most of their business and personal resources. We offer personal and business tax preparation, planning, and accounting services to both individuals and small businesses. We advise clients on compliance issues, business start-up requirements, and IRS communications.

Help clients apply for loans, credit, and college financial aid by compiling information required by lenders. The goal of our office is to provide outstanding professional service at tax time as well as throughout the year in a friendly, relaxed atmosphere.

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About us Report

I began my practice in 1995 in Berryville, Virginia and ten years later moved the office to O'Sullivan Farms in Charles Town, West Virginia. The connection with O'Sullivan Farms began years ago when my mother-in-law, Ruth, mentored me in keeping the farm books. My passion for small business was birthed there and now I've come first circle; I'm the farm's CPA.

Services Report

Prepare tax returns for individuals and businesses, recommend tax planning and tax saving strategies. Provide write-up services, financial statement preparation and quarterly payroll tax services. Advise individuals on personal financial planning, including retirement, college, & estate planning.

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