Business Details
23 Years
experience
Your Trusted Partner for Accounting and Tax Solutions
Founded in 2003, Wilkinson Consulting & CPA has established itself as a trusted provider of comprehensive accounting and tax services in Danville, VA. Our firm combines decades of industry experience with a personalized approach, serving individuals, businesses, and organizations. We specialize in tax preparation, IRS problem resolution, business valuation, payroll services, and strategic financial planning. Our team of certified professionals brings over 50 years of combined expertise, ensuring clients receive accurate, reliable, and tailored solutions.We prioritize professionalism, responsiveness, and quality in every client relationship, viewing ourselves as partners in achieving our clients' financial goals. With a focus on community involvement and ethical standards, we aim to deliver exceptional value through our deep local market knowledge and commitment to continuous professional development.
Services
Tax Preparation
IRS Audit Representation
Payroll Services
Business Valuation
Strategic Tax Planning
Elder Care Accounting
New Business Formation
Cash Flow Management
Details
- Year established: 2003
Highlights and features
- We offer 20+ years of combined CPA experience in tax and accounting services.
- Our team provides personalized IRS audit representation and resolution strategies.
- We deliver tailored payroll and business valuation services for local enterprises.
- Our strategic financial planning focuses on long-term client success.
- We maintain active community involvement through local economic development boards.
Services
Tax Preparation
Our comprehensive tax preparation services cover individual, business, and estate tax returns. We ensure accurate filings while maximizing deductions and credits. Our CPAs stay updated on evolving tax laws to provide compliant, strategic solutions for optimal financial outcomes.
IRS Audit Representation
We provide expert IRS audit representation with proven strategies for resolution. Our team handles communication, documentation, and negotiation with tax authorities. We specialize in levies, liens, payment plans, and innocent spouse relief to protect client interests.
Business Valuation
Our business valuation services determine accurate company worth for sales, mergers, or financing. We use industry-standard methodologies to analyze financial health, market position, and growth potential. This helps clients make informed strategic decisions.
Payroll Services
We offer complete payroll processing solutions including tax filings, wage calculations, and compliance reporting. Our services ensure timely, accurate payments while meeting federal and state regulations. We handle all aspects of payroll administration for businesses of all sizes.
Strategic Tax Planning
Our proactive tax planning identifies year-round opportunities to minimize liabilities. We develop customized plans considering investment strategies, business structures, and life changes. This forward-looking approach optimizes long-term tax efficiency for individuals and corporations.
People
R. Stephen Wilkinson
Founder & CPA
With 50+ years of experience, Steve founded the firm in 2003 after serving as Partner at Harris, Harvey, Neal, and Co. He specializes in tax and accounting services for local businesses and individuals.
Karen Bennett
Partner & CPA
Karen joined in 2004 with 35+ years of tax expertise. She became Partner in 2016, focusing on individual and business tax planning while serving on multiple community boards.
J. Aaron Walters
Partner & CPA
Aaron joined in 2009 after graduating from Averett University. He became Partner in 2016, specializing in small business consulting and individual tax planning.
Nancy F. Carter
Senior Accountant
Nancy brings 50+ years of experience in accounting and tax services. She joined in 2013 after working with Dixon Hughes Goodman, focusing on business and personal tax returns.
Courtney Capps
Staff Accountant
Courtney joined in 2017 after graduating with honors from Averett University. She specializes in tax preparation and consulting services for individuals and small businesses.
Questions
What accounting services do you offer for small businesses?
We provide payroll processing, business valuation, cash flow management, strategic planning, and new business formation services tailored to small enterprises.
How do you handle IRS audit representation?
Our CPAs manage all communication, documentation, and negotiation with the IRS while developing strategic resolution plans for audits and collections.
What tax services are available for individuals?
We offer tax preparation, elder care accounting, innocent spouse relief, back tax resolution, and strategic tax planning for individuals and families.
Are you available for consultations outside regular business hours?
Our standard hours are Monday-Thursday 9-5, Friday 9-4. We offer limited after-hours consultations by appointment.
Do you provide financial planning for business owners?
Yes, we offer succession planning, bank financing strategies, and strategic business planning to help owners achieve long-term goals.
Reviews (4)
Ryan Walters
May 18, 2021
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Wilkinson is an incredibly professional and reliable firm. Aaron has been great with communication and answering any questions I may have. I highly recommend this firm for any consulting and accounting services!
Mark Dill
May 14, 2021
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I switched my company over to Wilkinson a few years ago and I've had nothing but good things come from it! My emails are always responded to quickly and even when I forget to do what I'm suppose to, they are there with friendly reminders to keep me out of trouble. I would highly recommend Wilkinson CPA every day of the week!
Jacob Wall
Dec 22, 2020
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April was very helpful with the questions I had, the professionalism here is outstanding. I look forward to doing business with them.
Jason Walters
Oct 29, 2020
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Aaron and his colleagues are professional, knowledgable, and quick to respond to needs. Staying up-to-date on ever-changing tax codes is not easy, but their team does a great job and can answer any questions I have. Highly recommend this firm!
