Business Details
22 Years
experience
Trusted CPA Services in Broadway, Virginia
Horizon Accountants serves clients in the North Fork area of Rockingham County and throughout the Shenandoah Valley, combining decades of experience with a commitment to exceptional service. Founded in 2004, our practice extends beyond numbers to focus on strategic decision-making, value creation, and fostering trust through reliability and expertise. With over 35 years of local public accounting and tax experience, we specialize in tax preparation, investment advisory services, business valuations, and transition planning for individuals, families, and small businesses. Our team holds credentials including Certified Public Accountant, Registered Investment Advisor, and ordination as a marketplace minister, enabling a holistic approach to financial guidance.We prioritize timely service, accuracy, and transparency, maintaining client depreciation schedules and providing estate accounting reports tailored to complex needs. As members of the American Institute of Certified Public Accountants, we uphold rigorous professional standards while offering personalized support during critical life transitions such as retirement or loss of a loved one.
Services
Tax Preparation
Investment Advisory
Business Valuations
Company Consulting
Estate Accounting
Portfolio Valuations
Transition Planning
Financial Statements
Transaction Structuring
Retirement Planning
Details
- Year established: 2004
Highlights and features
- Over 35 years of local public accounting and tax expertise
- Combines CPA and Registered Investment Advisor credentials
- Specializes in tax-efficient business transaction structuring
- Trusted for timely, accurate service and confidentiality
- Experienced with trusts, estates, and life transition planning
Associations and certifications
- American Institute of Certified Public Accountants
- Financial Therapy Association
Services
Tax Preparation
We prepare individual, business, trust, nonprofit, and estate tax returns with meticulous attention to detail. Our practice maintains client depreciation schedules and provides comprehensive reporting for complex assets. Focus areas include construction, farming, real estate transactions, investment portfolios, and retirement planning, serving clients during critical life transitions like estate management.
Business Valuations
Our team establishes fair market value ranges for business acquisitions, sales, or financial asset transactions. Leveraging CPA expertise and investment advisory experience, we analyze ownership structures, financial statements, and market conditions to support informed decision-making for mergers, succession planning, or capital investments.
Investment Advisory
As a Registered Investment Advisor in Virginia, we provide market analysis and portfolio strategy guidance. Our services include investment holding assessments, risk management planning, and tax-efficient transaction structuring. We combine accounting rigor with financial market expertise to align investment decisions with long-term client objectives.
Company Consulting
We offer strategic financial consulting for small businesses, including special framework financial statements, market analysis, and operational strategy. Our services extend to transaction structuring, owner coaching, and limited bookkeeping coordination through trusted payroll professionals, focusing on sustainable growth and tax compliance.
Transition Planning
Our holistic transition planning supports clients preparing for retirement or major life changes. We integrate financial projections, tax planning, and emotional care guidance, leveraging accounting expertise and pastoral experience to create actionable plans for wealth preservation and personal well-being during transitional periods.
People
Lawrence R. Yoder
Owner / CPA
Lawrence R. Yoder, CPA, has over 35 years of local public accounting experience. Certified in Virginia and New York, he's a Registered Investment Advisor and ordained marketplace minister. He serves as an elder at Eastside Church and holds a Master in Applied Ministry, blending financial expertise with pastoral care.
Questions
What accounting services do you offer?
We prepare individual, business, trust, nonprofit, and estate tax returns. Our services include depreciation schedules, financial statements, business valuations, investment portfolio analysis, and estate accounting reports for probate court submissions.
How are you different from other accountants?
We uniquely combine Certified Public Accountant credentials with Registered Investment Advisor qualifications. This dual expertise allows integrated tax-efficient financial planning, business transaction structuring, and holistic transition guidance for life changes.
Do you handle complex tax situations?
Yes, we specialize in complex scenarios including real estate transactions, investment portfolios, construction businesses, and multi-generational estate planning. Our experience spans 35+ years serving agricultural operations, small businesses, and trusts.
What are your tax season hours?
During tax season (January through April 15), we're open Monday-Friday 8:30 AM-5:00 PM. Post-tax season, we operate by appointment Tuesday-Thursday 9:00 AM-2:30 PM.
Can you help with business sales or purchases?
Yes, we provide business valuation services to establish fair market value ranges, analyze transaction structures, and create tax-efficient strategies for acquisitions, mergers, or succession planning for business owners.
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