Business Details
19 Years
experience
Trusted Accounting and Tax Services in Middleburg, VA
As a trusted advisor serving our community since 2007, we provide insightful guidance to empower clients in making informed financial decisions. Our firm specializes in high-quality tax, accounting, and advisory services tailored to individuals, businesses, farms, trusts, and nonprofit organizations. Located in Middleburg, Virginias Horse Country, we prioritize personalized service and long-term relationships. Our mission centers on developing strategic partnerships with clients, ensuring they receive customized solutions aligned with their unique needs. With a focus on expertise and trust, we complement clients professional teams, including legal, insurance, and investment specialists.Our commitment to excellence is reflected in our continuous investment in advanced tax preparation tools and adherence to professional standards. We actively engage with local communities through board memberships and strive to deliver value-driven financial guidance. By maintaining a small-firm approach, we guarantee direct access to experienced professionals who understand both regional and national financial landscapes. Our services span tax planning, business entity selection, retirement plan evaluation, and comprehensive accounting support. We invite you to explore how our dedicated team can help you achieve financial clarity and long-term success.
Services
Tax Services
Management Advisory Services
Accounting Services
Business Entity Selection
IRS Representation
Controllership Support
Financial Statements
Cash Flow Analysis
Details
- Year established: 2007
Highlights and features
- We have 16 years of experience serving Middleburg's accounting needs.
- Our team specializes in high-quality tax and advisory services.
- We focus on long-term client relationships.
- We offer personalized service tailored to individual needs.
- Our expertise covers diverse clients including businesses, farms, and nonprofits.
Services
Tax Services
Our tax services include strategic planning, preparation, and IRS representation. We help minimize tax liabilities through current law expertise while providing year-round support for individuals and businesses. Our approach ensures compliance and optimized financial outcomes.
Management Advisory Services
We offer objective feedback for developing long-term business strategies. Our advisory services cover entity selection, retirement plans, and growth optimization, combining industry knowledge with tailored solutions for sustainable business success.
Accounting Services
Comprehensive accounting solutions include controllership support, financial statement preparation, and cash flow analysis. We ensure accurate record-keeping to enhance operational efficiency and informed decision-making for businesses of all sizes.
Business Entity Selection
We guide clients through choosing optimal business structures like S-corps or LLCs. Our analysis highlights tax implications and long-term benefits, ensuring informed decisions aligned with each client's financial goals and operational needs.
IRS Representation
Our team provides expert representation during tax audits or disputes. With extensive experience working with tax authorities, we advocate for clients' interests while ensuring compliance with federal and state regulations.
People
Kimberly A. O'Donnell
Founder
Kimberly A. O'Donnell & Co. & Co., CPA, founded O'Donnell & Co. & Co., LLC in 2007. With over 25 years in public practice, she specializes in tax, accounting, and advisory services for diverse clients including businesses, farms, and nonprofits. A George Mason University graduate, she is active in professional and community organizations.
Questions
What accounting services do you offer?
We provide tax planning, financial statement preparation, controllership support, cash flow analysis, IRS representation, and business advisory services tailored to individual and organizational needs.
How long have you served Middleburg businesses?
O'Donnell & Co. & Co. & Co. has provided accounting services in Middleburg since 2007, maintaining a strong commitment to the local community and business landscape.
Do you work with nonprofit organizations?
Yes, we offer specialized accounting and advisory services for nonprofit organizations, including tax compliance, financial reporting, and strategic planning to support their unique missions.
What differentiates your firm from others?
Our personalized approach, local expertise, and focus on long-term relationships set us apart. We combine technical proficiency with tailored solutions to meet each client's specific needs.
