Tax Services in Fredericksburg, VA

We did the hard work of finding trustworthy partners in Fredericksburg, VA. Fill out the form to get connected.
Scroll to List of Firms

Get Local Tax Filing Help

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Top Fredericksburg, VA Tax Preparers

Mitchell Frank B CPA
4 out of 5
Location 101 Amelia St, Fredericksburg, VA 22401, USA
Phone (540) 371-0272
Language https://www.mitchellcpa.com/
Directions
PBMares, LLP
Location 725 Jackson St Suite 210, Fredericksburg, VA 22401, USA
Phone (540) 371-3566
Language https://www.pbmares.com/locations/fredericksburg-cpa-firm/?utm_source=google&utm_medium=Yext
Directions
Foltz & Associates
5 out of 5
Location 2601 Princess Anne St Ste 201, Fredericksburg, VA 22401, USA
Phone (540) 373-6589
Language http://foltzcpa.com/
Directions
Tax Accountant in Fredericksburg, VA

Where Tax Accountants in Fredericksburg, VA Serve

Fredericksburg, VA is a charming city located in the heart of Virginia. It is home to a plethora of landmarks, including the Fredericksburg and Spotsylvania National Military Park, which preserves the battlefields of four major Civil War battles. Additionally, the city is known for its historic downtown district, which is lined with boutique shops, restaurants, and art galleries. Top employers in Fredericksburg include Mary Washington Healthcare, GEICO, and the University of Mary Washington. The city is conveniently located near major highways, including Interstate 95 and U.S. Route 1. Major streets in Fredericksburg include Caroline Street, Princess Anne Street, and William Street. Fredericksburg is divided into several distinct neighborhoods, each with its own unique character. The Historic District is home to many of the city's most notable landmarks and attractions. Other popular neighborhoods include College Heights, Mayfield, and Downtown.

Financial Services Related to Tax Planning in Fredericksburg, VA

Banks and Credit Unions

As a bustling city in Virginia, Fredericksburg is home to a diverse population with varying financial needs. A bank can help residents in a multitude of ways, such as providing loans for small businesses looking to expand in the city's growing economy. Additionally, a bank can offer mortgages for those looking to purchase a home in Fredericksburg's historic district, known for its charming architecture and rich history dating back to the Civil War. Furthermore, a bank can assist with financial planning and investment opportunities for residents looking to secure their future and grow their wealth. With its proximity to Washington D.C., Fredericksburg also attracts many commuters who may need assistance with banking services such as online banking and mobile deposits. Overall, a bank plays a crucial role in the financial well-being of Fredericksburg residents, offering a wide range of services to meet their diverse needs.

Insurance Broker

Residents of Fredericksburg, VA can benefit from the services of an insurance broker in various ways. With the city being home to a diverse population, an insurance broker can help individuals navigate the complex insurance market and find the most appropriate coverage that suits their unique needs. For instance, Fredericksburg is a popular tourist destination, and an insurance broker can help residents secure the right insurance coverage for their short-term rental properties. Additionally, with the city being prone to natural disasters such as hurricanes and floods, an insurance broker can help residents find comprehensive insurance policies that cover damage caused by such events. Furthermore, an insurance broker can assist small business owners in Fredericksburg in finding the right insurance policies that protect their businesses from potential risks and liabilities.

Retirement Planning

Residents of Fredericksburg, VA can benefit from the expertise of a retirement planner in various ways. Firstly, a retirement planner can help them navigate the complex world of retirement savings and investment options. This is particularly important in Fredericksburg, VA, where the cost of living is higher than the national average, and many residents may struggle to save enough for retirement. A retirement planner can help residents make informed decisions about their retirement savings and investment strategies, taking into account factors such as their age, income, and risk tolerance. Additionally, a retirement planner can help residents plan for healthcare expenses, which can be a significant cost in retirement. They can also assist with estate planning, ensuring that residents' assets are distributed according to their wishes after they pass away. Overall, a retirement planner can provide residents of Fredericksburg, VA with peace of mind and help them achieve their retirement goals.

Wealth Management

Residents of Fredericksburg, VA can benefit from the services of a wealth manager in various ways. For instance, a wealth manager can assist in creating a personalized financial plan that aligns with the residents' goals and aspirations. The plan can include strategies for saving, investing, and managing debt, among other things. Additionally, a wealth manager can provide guidance on tax planning and estate planning, which are critical aspects of financial management. Fredericksburg, VA residents, in particular, can benefit from a wealth manager's expertise in navigating the local real estate market. With the city's rich history and growing economy, there are various investment opportunities that a wealth manager can help residents capitalize on. Overall, a wealth manager's services can help Fredericksburg, VA residents achieve financial stability and security, regardless of their income level or financial goals.

Financial Advisor

Residents of Fredericksburg, VA can benefit from the guidance of a financial advisor in numerous ways. One specific area where residents may need assistance is in managing their finances during retirement. With a large population of retirees in Fredericksburg, a financial advisor can help individuals create a comprehensive retirement plan that takes into account their unique needs and goals. This may include creating a budget, managing investments, and determining the best time to start receiving Social Security benefits. Additionally, a financial advisor can help residents navigate the complex tax laws and regulations that can impact their retirement income. With the help of a skilled financial advisor, residents of Fredericksburg can feel confident that their finances are in good hands and that they are well-prepared for the future.

Mortgage Loan Officer

Residents of Fredericksburg, VA can benefit from the expertise of a mortgage loan officer in various ways. For instance, the loan officer can help them navigate the complex process of obtaining a mortgage, which can be particularly challenging in Fredericksburg due to the city's unique zoning laws and regulations. Additionally, the loan officer can provide guidance on the different types of mortgages available to residents, such as fixed-rate, adjustable-rate, and government-backed loans. Furthermore, the loan officer can assist residents in finding the best interest rates and terms for their specific financial situation, taking into account factors such as credit score, income, and debt-to-income ratio. Overall, the support and knowledge of a mortgage loan officer can be invaluable to residents of Fredericksburg, VA looking to purchase a home or refinance their current mortgage.

Estate Planning Lawyer

Residents of Fredericksburg, VA could benefit from the services of an estate planning lawyer in many ways. Estate planning lawyers can help individuals create wills and trusts to ensure that their assets are distributed according to their wishes. They can also assist with setting up power of attorney and healthcare directives, which are especially important for elderly residents of Fredericksburg. Additionally, estate planning lawyers can advise on tax planning strategies to minimize estate taxes. In a city like Fredericksburg, which has a rich history and many historic properties, estate planning lawyers can also provide guidance on preserving and passing down historic homes and properties. Overall, an estate planning lawyer can help residents of Fredericksburg plan for their future and protect their assets.

FREQUENTLY ASKED QUESTIONS

Income Tax Preparation FAQs

Fredericksburg, VA offers a wide range of tax services to cater to the diverse needs of its residents. From individual tax preparation to corporate tax consulting, the city boasts a plethora of tax professionals who are well-versed in the latest tax laws and regulations. What sets Fredericksburg apart from other cities is its unique focus on providing tax services to small businesses. With a thriving entrepreneurial community, Fredericksburg understands the importance of providing tailored tax solutions to small business owners who often face unique challenges when it comes to tax compliance. Whether it's navigating complex tax codes or maximizing deductions, tax professionals in Fredericksburg are equipped with the expertise and knowledge to help small businesses thrive.

Hiring a tax services provider in Fredericksburg, VA can bring numerous advantages to residents. With the city's bustling economy and diverse business landscape, navigating the complex tax laws and regulations can be daunting for individuals and businesses alike. A tax services provider can offer specialized knowledge and expertise in tax planning, preparation, and filing, ensuring compliance with local, state, and federal tax laws. Additionally, with Fredericksburg's rich history and unique cultural heritage, tax services providers can offer tailored solutions to address the specific needs of local businesses and individuals. Whether it's navigating tax incentives for historic preservation or addressing the tax implications of local tourism, a tax services provider can provide valuable insights and support to help Fredericksburg residents thrive.