Neely’s Accounting has served individuals and small businesses in Roanoke, Salem, and Vinton since 2007. We’re a CPA firm that prides ourselves on offering big city services with hometown values. Our full range of professional products are designed to serve you all-year long—not just at tax time.
Why work regularly with a CPA? Because this crucial relationship pays big dividends for both individuals and businesses. From expert guidance, to organization and compliance, our Roanoke CPAs provide services all year round so you can enjoy peace of mind and a brighter financial future.
Mitigate Tax-Time Stress with Proactive Tax Planning
According to Fortune magazine, 1 in 3 taxpayers say the thought of filing their taxes makes them want to cry. In other words, taxes stress people out. That’s why working with a CPA throughout the year is a great idea.
“When you work with your trusted CPA all year round, tax time is much less stressful,” says Neely’s CEO Chuck Neely. “A CPA can help you make pivotal decisions throughout the year, estimate your quarterly taxes, and make sure you’re in compliance with any tax law changes.”
All these regular services help you stay organized and keep surprises to a minimum on April 15. Here’s how it works for individuals and businesses:
- Individuals: work with a CPA to strategically plan deductions and ensure you have a clear expectation of your tax bill or return going into tax time.
- Small businesses: get guidance from a CPA on what company structure is best for you. They can also help you budget for estimated taxes and business expenses.
Access Expert Financial Advice All Year Long
Imagine making the right day-to-day financial choices and feeling confident they will pay off long term. When you regularly work with a CPA you don’t have to imagine. CPAs can provide trusted, expert advice for the small decisions that add up to big results.
- Individuals: CPAs can advise you on smart budgeting, retirement or education savings, and investing all with tax implications in mind.
- Business: Working with a CPA frees you up to work on your businesses not in it. They can provide accurate bookkeeping, financial reporting, and advice based on real-time numbers so you can make great decisions today and in the future.
Navigate Live & Business Transitions with Confidence
Life’s big transitions are full of emotional ups and downs. The last thing you want to do during these high-intensity periods is buckle down to look at the numbers. That’s why it’s important to have a CPA who is only a phone call away.
“Having a CPA to guide your financial decisions through big moments can make a huge difference in your financial future,” says Chuck Neely. “When the dust settles, our clients are usually so grateful for the steady, and clear-eyed advice they got from our CPAs.”
- Individuals: Buying a home, getting married, welcoming a child, changing jobs, or receiving an inheritance are big events with big tax implications. Working with a CPA ensures you keep tax time surprises to a minimum and stay financially healthy.
- Businesses: Whether you are hiring employees, expanding, or even selling your business, CPAs can be valuable consultants. They can guide you through the turbulent season of change and keep you on solid financial footing.
Stay Audit-Ready with Accurate Reporting & Compliance
Every year, the IRS adjusts more than 60 tax provisions to account for inflation. Those changes don’t include tax legislation rollouts which can happen with unpredictable frequency. For most people, it’s impossible to keep up with ever-changing federal and state tax requirements but for CPAs it’s their job. Here’s how that benefits you.
- Individuals & Businesses: Stay up-to-date on the latest federal and state tax laws so you can enjoy:
- Ongoing compliance
- Fraud detection and prevention
- Organization and audit readiness
Frequently Asked Questions About Year-Round Accounting Services.
What’s the difference between a CPA and a tax preparer?
Both a CPA and tax preparer are highly-qualified financial professionals who can expertly prepare tax returns and support your financial goals. Tax preparers have a specific expertise on tax preparation and filing. CPAs have earned a state-specific license, a degree in accounting, and extensive knowledge regarding taxes, auditing, financial planning, and business consulting.
How can a Roanoke CPA help my small business save money?
Working with a local, Roanoke-based CPA means you’ll have a financial professional in your corner that deeply understands the climate and culture of your business environment. They can use their accounting and financial expertise to advise you on the right business structure, maximize your deductions and credits, implement strategy, and even provide pristine accounting which helps you avoid costly mistakes.
What should I bring to my first meeting with a CPA?
Your CPA needs a clear picture of your financial status and your goals. You should bring documents that help them understand where you are and where you’d like to be. These documents include a previous tax return, an ID, and income and portfolio statements. You should also write down your goals and any questions so you can begin to build a relationship based on clarity and good communication.
Do CPAs help with financial planning, or just taxes?
CPAs are tax and accounting specialists. They can provide valuable financial advice around budgeting, investing, retirement, and the associated tax implications.
How can I schedule a consultation with Neely’s Accounting?
Reach out to us! We’d love to hear from you. You can call, visit, or email—our responsive and friendly staff are standing by to schedule your consultation.
623 Abney Road
Roanoke, VA 24012
Phone: (540) 366-2767
Email: info@neelys.com
Gain Peace of Mind with Your Local Roanoke CPA
Banish tax-time stress, financial guess work, and accounting frustration. Work with a local, Roanoke CPA like our experts at Neely’s Accounting and enjoy all the peace of mind that comes with it.
Our accounting firm has helped individuals and small business with their accounting needs since 2007. We combine our deep understanding of the local community, regional business environment, and Virginia tax laws, with accounting expertise to give you tailored support you can’t get anywhere else.
Whether you’re managing your personal finances or growing a business, our Roanoke CPAs can help you build a solid financial future all year round. Schedule a consultation today.