Business Details
31 Years
experience
Certified Public Accountant Services in Charles Town
As a certified public accountant with over 25 years of experience, I founded this practice in 1995 to provide tailored financial solutions for individuals and small businesses. My journey began in Berryville, Virginia, and expanded to Charles Town, West Virginia, where I developed expertise through managing agricultural business finances. Holding a Bachelor of Arts from the University of Virginia and a CPA license in Virginia and West Virginia, I maintain rigorous continuing education standards. My practice focuses on demystifying complex tax codes while offering personalized guidance through evolving financial landscapes. With specialized training in QuickBooks and recognition as the SBA Accountant Advocate of the Year, I combine technical proficiency with client-centered service.Our team delivers responsive support for tax preparation, financial planning, and business systems optimization. We prioritize transparent communication and practical problem-solving to build lasting client relationships. By staying current with regulatory changes, we help clients navigate compliance requirements with confidence. Our office fosters a relaxed environment where clients feel comfortable discussing financial matters. This approach has earned recognition at both state and regional levels from the U.S. Small Business Administration.
Services
Tax Preparation
Financial Planning
Accounting Services
QuickBooks Training
Business Systems Review
Details
- Year established: 1995
Highlights and features
- 25+ years of personalized accounting expertise
- Certified QuickBooks Advisor with specialized training
- Recognized SBA Accountant Advocate of the Year
- Licensed CPA in Virginia and West Virginia
- Responsive client support with practical solutions
Associations and certifications
- Certified Public Accountant (CPA)
Services
Tax Preparation
Prepare accurate tax returns for individuals and businesses while identifying strategic tax-saving opportunities. Our service includes comprehensive tax planning to optimize financial outcomes and ensure compliance with evolving regulations. Clients receive personalized guidance through complex tax scenarios.
Financial Planning
Offer tailored financial planning covering retirement strategies, estate planning, and college funding solutions. We help clients create sustainable financial roadmaps aligned with their personal and business goals. Our approach emphasizes long-term financial security and tax-efficient planning.
Accounting Services
Provide complete accounting solutions including financial statement preparation, payroll tax compliance, and system reviews. Our services ensure accurate financial records and regulatory compliance. We offer customized accounting support for small businesses throughout the year.
QuickBooks Training
Deliver personalized QuickBooks training sessions to help businesses optimize their accounting processes. As a certified QuickBooks Advisor, we provide hands-on instruction for customizing software to meet specific business needs and improve financial management efficiency.
Business Systems Review
Evaluate existing accounting systems and recommend improvements for efficiency and accuracy. Our reviews identify operational gaps and implement solutions tailored to each business's unique requirements. This service helps businesses strengthen financial controls and decision-making capabilities.
People
Kathryn L Steuer MD PC
Certified Public Accountant
CPA with 25+ years experience serving individuals and small businesses. University of Virginia graduate and certified QuickBooks Advisor. Recognized by SBA for outstanding accounting service to small businesses in the Mid-Atlantic region.
Questions
What accounting services do you offer for small businesses?
We provide complete accounting solutions including bookkeeping, financial statement preparation, payroll tax compliance, and business systems reviews tailored to small business needs.
Do you help with personal financial planning?
Yes, we offer personalized financial planning covering retirement strategies, estate planning, and college funding solutions aligned with individual goals.
Are you certified to train on accounting software?
As a certified QuickBooks Advisor, we provide customized training sessions to help businesses maximize their accounting software capabilities.
How do you stay current with tax law changes?
We complete 40+ hours of continuing professional education annually and maintain active CPA licenses in Virginia and West Virginia to ensure up-to-date expertise.
What makes your CPA services different?
Our personalized approach combines technical expertise with practical problem-solving, built on 25+ years of experience serving small businesses and individuals in the region.
