Serving Spotsylvania County from Fredericksburg
VATAAS helps Spotsylvania residents, business owners, and nonprofits connect organized financial records with tax preparation. Meet by appointment at our Fredericksburg office or work with us online. We do not maintain a separate Spotsylvania office.
If you own a business and your records are behind, preparing a return may require bookkeeping work first. We help you distinguish a cleanup project from recurring monthly support so you understand the scope before you commit.
Tell us when your accounts were last reconciled, which bank and credit card accounts you use, and whether prior returns were filed. We review the records available, identify missing items, and propose a cleanup scope.
Bring prior-year returns, income documents, and questions about changes in your situation. Business owners should also prepare financial statements and records of owner contributions, draws, and major purchases.
After any needed cleanup, your agreed scope can include bank and credit card reconciliations, transaction review, a profit-and-loss statement, a balance sheet, and a list of items that need your attention. QuickBooks setup and training can be scoped separately when you want to improve how records are kept.
Monthly bookkeeping plans start at $550. Transaction volume, number of accounts, reporting needs, and the condition of your records affect the quote. Cleanup and return preparation are separate unless included in your agreement.
If your reporting needs include grants, restricted funds, program expenses, or board reports, begin with our nonprofit accounting and Form 990 services. We will discuss the records and reporting responsibilities that apply to your organization.
Use the form for an introduction only. We will explain how to share financial records securely.
Discuss Your Tax or Bookkeeping Needs
Prefer to call? 540-455-8578.
