Business Details
Your Trusted Accounting Partner in Lynchburg, VA
The Jefferson CPA Group has been serving small businesses, executives, and independent professionals for over 25 years. Our team combines extensive experience in accounting, auditing, and tax services across diverse industries including banking, construction, education, and manufacturing. We specialize in small business accounting, QuickBooks setup and training, payroll services, tax preparation, and strategic financial planning. Our approach prioritizes personalized service, affordability, and client education through unlimited consultations.With offices in Lynchburg and South Boston, Virginia, we deliver tailored solutions to help clients maintain accurate records, optimize tax outcomes, and make informed business decisions. Our commitment to excellence is reflected in our focus on timely reconciliations, error prevention, and proactive financial guidance.
Services
Tax Preparation
QuickBooks Setup
Payroll Services
New Business Formation
Tax Planning
Highlights and features
- We offer over 25 years of diverse accounting and tax experience.
- Our team provides personalized QuickBooks setup and training tailored to your business needs.
- We guarantee accurate financial records through meticulous reconciliations and clean ledgers.
- Our affordable rates include unlimited consultations for ongoing support.
- We specialize in tax strategies that maximize savings for businesses and individuals.
Services
Tax Preparation
We prepare federal and state tax returns for individuals and businesses with accuracy and compliance. Our team stays updated on tax law changes to ensure proper filings while maximizing deductions. Clients receive clear explanations of their returns and proactive advice for future tax planning.
QuickBooks Setup
Our experts configure QuickBooks to match your business structure and industry requirements. We establish charts of accounts, input opening balances, and integrate payroll systems. This ensures accurate financial tracking from day one while minimizing errors in daily operations.
Payroll Services
We handle payroll calculations, tax withholdings, and compliance reporting for businesses of all sizes. Our services include direct deposit setup, year-end W-2 processing, and integration with accounting systems to maintain seamless financial records.
New Business Formation
We assist with entity selection, registration, and tax ID applications for new businesses. Our guidance covers legal structure implications, state filing requirements, and initial accounting system setup to establish a solid financial foundation.
Tax Planning
Our proactive tax planning identifies year-round savings opportunities through deductions, credits, and timing strategies. We analyze business structures, income patterns, and expenses to minimize tax liabilities while supporting long-term financial goals.
People
Jennifer C. Lee
President
Jennifer brings 25+ years of accounting experience across banking, construction, education, and manufacturing sectors. She holds a B.S. in Accounting from Lynchburg College and specializes in strategic financial guidance for small businesses.
Questions
What accounting services do you offer for small businesses?
We provide monthly/quarterly bookkeeping, bank reconciliations, income statements, balance sheets, and general ledger maintenance tailored to small business needs.
Do you offer QuickBooks training for new users?
Yes, we provide on-site QuickBooks training customized to your business processes, including software navigation and transaction entry specific to your industry.
How do you handle tax preparation for businesses?
We prepare corporate tax returns while identifying deductions and credits. We also offer year-round tax planning to optimize quarterly payments and minimize annual liabilities.
What's included in your QuickBooks Tune-up service?
Our $295 Tune-up includes transaction review, report customization, general ledger balancing, and 4 hours of personalized training to resolve system issues.
Can you help with new business formation?
We assist with entity selection, state registration, tax ID applications, and initial accounting system setup to establish proper financial infrastructure.
What QuickBooks support options are available?
We offer setup, training, monthly clean-up, and our QuickAnswers service for urgent questions - all designed to keep your accounting system accurate and efficient.
Reviews (3)
Joy Shull
Oct 26, 2019
Report
Could not be more pleased with the wonderful staff at the Jefferson CPA Group! I needed someone to help keep us straight with owning two businesses and they have made it a breeze. So easy to work with, great people, and they do a fantastic job!
Michael
Apr 30, 2016
Report
Use these people for you tax needs. You won't be disappointed. They are excellent CPA and they're very honest, so don't worry about getting your taxes done right. They'll take great care of you.
Michael Reffner
Jan 24, 2016
Report
The Jefferson CPA Group is made up of a great team of CPAs. I know Heather Tolley. She's great. I can't imagine anyone having a bad experience with them. They're honest and will work hard to ensure that your taxes are done right.