Business Details
19 Years
experience
Expert Accounting Services in Hampton Roads
Colonial CPA Group began operations in 2007, initially established as TL Johnson CPAs before evolving into its current identity. With three strategically located offices in Chesapeake, Yorktown, and Williamsburg, the firm delivers comprehensive accounting, tax, and consulting services to clients across the United States, with particular focus on the east coast. Our practice combines ethical standards with technical expertise to enhance client confidence through accurate financial reporting and strategic tax planning.We maintain professional excellence by ensuring continuous staff education and staying current with accounting technology advancements. Our team serves diverse industries including construction, real estate, law firms, nonprofits, healthcare organizations, and service companies. The firm's mission emphasizes quality service delivery through the combined experience of certified professionals who specialize in assurance services, corporate tax strategies, and small business accounting solutions.
Services
Tax Preparation
Tax Planning
Small Business Accounting
Business Incorporation
QuickBooks Support
Audit Services
Payroll Services
Financial Statement Preparation
Multi-State Tax Planning
Nonprofit Accounting
Details
- Year established: 2007
Highlights and features
- We offer 15+ years of combined experience in public accounting and corporate finance
- Our team includes licensed CPAs with specialized expertise in tax law and audit services
- We provide industry-specific solutions for construction, real estate, and nonprofit sectors
- Our QuickBooks ProAdvisors offer specialized software implementation and support
- We maintain continuous staff education to stay current with tax law changes
Services
Tax Preparation
Our certified tax professionals prepare accurate business and individual tax returns while maximizing deductions. We specialize in multi-state filings and complex business structures including S Corps, C Corps, and LLCs. Our service includes strategic tax credit identification and year-round liability management to optimize client financial outcomes.
Tax Planning
We develop customized tax planning strategies that align with business structures and financial goals. Our services include alternative minimum tax planning, corporate tax optimization, and multi-state compliance solutions. We proactively monitor tax law changes to implement timely strategies that minimize tax liabilities for businesses and individuals.
Small Business Accounting
We provide comprehensive accounting solutions tailored to small businesses, including financial reporting, cash flow management, and QuickBooks implementation. Our services help businesses maintain accurate financial records, streamline accounting processes, and prepare for tax season with year-round support from experienced accounting professionals.
Business Incorporation
Our incorporation services guide clients through business structure selection including LLC, S Corp, and C Corp options. We evaluate tax implications, provide entity formation documentation, and develop coordinated tax strategies that align with business goals while ensuring compliance with state and federal regulations.
Audit Services
We offer audit, review, and compilation services for privately held businesses and nonprofit organizations. Our assurance services follow AICPA standards to verify financial accuracy, assess internal controls, and provide risk management recommendations. We deliver comprehensive audit reports that meet investor, creditor, and donor requirements with professional objectivity.
People
Kathleen 'Courtney' Johnson
Managing Partner
CPA with 15+ years experience in assurance services and tax preparation. Member of Virginia Society of CPAs. Specializes in internal controls assessment and audit reviews. Graduated from Old Dominion University. Licensed in Virginia and Florida.
Ryan Johnson
Managing Partner
CPA and MBA holder with expertise in corporate tax strategies and financial statement preparation. Member of AICPA. 15+ years experience in public accounting. Licensed in Virginia and Florida. Focuses on tax consulting for business clients.
Lauren Crockett
Manager
CPA with 10+ years in public accounting. Specializes in payroll services, bookkeeping, and tax return preparation. Holds BS from College of William and Mary. Manages client financial statement preparation and compliance reporting.
Robin Toledo
Senior Associate
Senior accountant with 30+ years experience. Specializes in small business accounting and payroll processing. Former supervisor at electrical company. Notary Public with extensive local business knowledge in Yorktown area.
Diane Coppola
Associate
Enrolled Agent with 20+ years tax preparation experience. Former H&R Block professional. Specializes in payroll processing and full-charge bookkeeping. Joined through acquisition of Rich Rafter CPA firm. Active in community choral groups.
Questions
What accounting services do you offer for small businesses?
We provide complete accounting solutions including bookkeeping, financial reporting, payroll services, QuickBooks support, and tax planning tailored to small business needs.
Do you specialize in any particular industries?
We have specialized expertise in construction, real estate, law firms, nonprofits, and service businesses while serving clients across multiple industries.
How can tax planning benefit my business?
Our tax planning services identify optimal business structures, implement year-round strategies, and ensure compliance with changing regulations to minimize tax liabilities and maximize savings.
What locations do you serve?
We serve clients throughout Hampton Roads with offices in Chesapeake, Yorktown, and Williamsburg, Virginia.
Are your accountants certified professionals?
Yes, our team includes licensed CPAs, an Enrolled Agent, and QuickBooks ProAdvisors with extensive experience in public accounting and corporate finance.
What audit services do you provide?
We offer full audits, reviews, and compilations following AICPA standards, including internal control assessments and financial statement assurance for businesses and nonprofits.
Reviews (3)
Layna M.
Dec 03, 2021
Report
Our business has grown rapidly and Colonial keeps things simple while offering us sound advice on how to grow smart. I'm always able to reach someone when I have an issue and many times the staff have walked me thru some issues over the phone. Love this group. If you have a small or large business.check them out! You wont be disappointed!
Clinton R.
Mar 28, 2018
Report
Unfortunately I didn't have a good experience. I needed to get my taxes done last year and someone suggested them. I paid a lot of money. So this year I decided not to wait so late and go through my taxes myself. I found mistakes that they made on depreciation entries listed on the wrong property's depreciation worksheet. I contacted them and was told that it didn't affect my tax burden for that year.
So all I can do it annotate in my records that I brought it to their attention. And for some reason they will not give a copy of my tax return without a watermark over every page. I paid A LOT of money, watermarks come on documents that you don't own. I don't recommend them.
So all I can do it annotate in my records that I brought it to their attention. And for some reason they will not give a copy of my tax return without a watermark over every page. I paid A LOT of money, watermarks come on documents that you don't own. I don't recommend them.
Ron G.
Mar 31, 2016
Report
I became a landlord last year and needed some one who knew the tax laws and was a CPA and not just a tax preparer like liberty tax and H&R Block. My friend who owns properties and had several investments suggested this place. Was very easy to make appointment, brought in all my receipts and forms to them. Got all my tax forms completed in 1 week. Let me just say, they took the worry from my mind about my taxes as a landlord etc. They electronically filed for me and was great. You get 5 stars from me!
