Business Details
50+ Years
experience
Your Trusted Accounting Partner in Petersburg, VA
Gregory & Associates has served the financial needs of businesses and individuals in Petersburg, Virginia since the 1920s. Our firm specializes in tax preparation, financial statement preparation, estate planning, and accounting system design for diverse clients including manufacturers, physicians, real estate companies, contractors, developers, and non-profit organizations. With decades of combined experience, our CPAs provide personalized service rooted in deep local market knowledge and technical expertise.We maintain memberships in prestigious professional organizations including the American Institute of Certified Public Accountants and the Virginia Society of Certified Public Accountants. Our team's specialized skills in complex tax issues, historic rehabilitation tax credits, and retirement plan implementation have made us a trusted advisor to closely-held businesses and high-net-worth individuals across Southside Virginia.
Services
Tax Preparation
Financial Statements
Estate Planning
Accounting Systems
Retirement Plans
Details
- Year established: 1920
Highlights and features
- We have served Petersburg since the 1920s with unmatched local expertise.
- Our CPAs hold advanced degrees including Master of Laws in Taxation.
- Specialized knowledge in historic rehabilitation tax credit certification.
- We serve diverse industries including healthcare, construction, and non-profits.
- Team maintains active roles in community and professional organizations.
Associations and certifications
- The American Institute of Certified Public Accountants
- The Virginia Society of Certified Public Accountants
Services
Tax Preparation
Comprehensive tax preparation for individuals, corporations, partnerships, and estates. We handle complex multi-state returns and specialized tax situations for physicians, manufacturers, and real estate professionals. Our team stays current with evolving tax laws to ensure compliance while maximizing deductions.
Financial Statements
Preparation of audited, reviewed, and compiled financial statements. We offer QuickBooks support and accounting system design tailored to business needs. Services include GAAP-compliant reporting and customized financial analysis for decision-making.
Estate Planning
Estate and trust planning services focusing on tax-efficient wealth transfer. We assist with fiduciary accounting, probate processes, and charitable giving strategies. Our CPAs collaborate with legal professionals to create comprehensive estate plans for high-net-worth individuals.
Accounting Systems
Custom accounting system design using QuickBooks and Creative Solutions. Implementation support includes process optimization, internal controls, and training. We help businesses transition from manual systems to digital platforms while ensuring regulatory compliance.
Retirement Plans
Retirement plan selection and implementation for businesses. Services include 401(k), SEP IRA, and SIMPLE IRA setup, compliance testing, and annual reporting. We provide ongoing administration support and employee education programs.
People
Wayne L. Edmunds
CPA
Full-time VCU professor with law degrees specializing in complex taxation. Joined Gregory & Associates in 1976, serving non-profits and physicians. Active in community organizations and holds advanced degrees from William & Mary.
Joan D. Clarke
CPA
Practicing since 1971 with expertise in physician and manufacturing tax issues. Former Virginia State Board of Accountancy member. Serves on community bank and non-profit boards. Graduated from Millikin University.
Brian D. Wilkins
CPA
Specializes in historic tax credits and partnership issues. Serves developers and manufacturers in Petersburg. Active in community organizations. Holds degree from Old Dominion University.
Donald R. Lawton, Jr.
CPA
Technology-focused CPA assisting construction and tech businesses. Joined in 1989 with expertise in computer system design. Active in youth sports organizations. Graduated from Virginia Commonwealth University.
Arlen S. Gregory
CPA
Partner since 1967 with expertise in estate planning and construction accounting. Active in community organizations. Holds degree from Emporia State University in Kansas.
Questions
What accounting services do you offer?
We provide tax preparation, financial statements, estate planning, accounting system design, and retirement plan services for businesses and individuals.
Do you specialize in any industries?
Yes, we specialize in serving physicians, manufacturers, real estate companies, construction firms, non-profits, and family-owned businesses.
Are you available during tax season?
Our regular hours are Monday-Thursday 8:30am-5pm, and Fridays until 3pm through Labor Day. We're closed weekends.
Do you offer QuickBooks support?
Yes, we provide QuickBooks system design, implementation, and ongoing support tailored to business accounting needs.
Reviews (5)
Steven Kesler
Apr 19, 2022
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We tolerated the expense for a while. If I pay almost $600 to have my taxes prepared. I expect them to be correctly done. Last year I received a penalty from Federal Filing. The CPA said there was a glitch in the system. SO I HAD TO PAY the penalty? why use a CPA that doesn't guarantee their work? The reason I am just now posting this. they had the nerve to call me today and see if I needed them to help me out this year. Gotta be kidding!
J. Bass
Apr 24, 2021
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I have used Gregory and Associates for several years and have been very happy with their service. What I really get great help with is tax planning for the next year. Highly recommend them.
Tonya Smith
Jan 29, 2021
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We are new to the area and this was our first file. Being nervous about the whole thing to begin with and then thinking we might get charged up to 5 times what we were accustomed to, as if filing taxes is not enough stress in itself. Well, come the day the taxes were done and I go in to find out not so bad news. Kristi was easy to talk to and she explained reasonably why the higher pricing is what it is, still it could have been worse and we are told we got a good deal. We paid 350. Thank you we will be back next year!
Monica Bass
Jan 17, 2021
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Kristi is very knowledgeable! She always keeps us on track with our taxes and finances. Taxes and books are kept with lots of attention to detail and the office is very responsive.
Billie Schmidt
Nov 21, 2019
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I had my taxes prepared there and did not inquire how much it would cost and she did not inform me that for a simple tax return (2 incomes, 1 retirement, mortgage interest with dual states) it would be 550.00. Absolutely ridiculously overpriced! Then she amended last years return for another 225! 775.00 later and I wanted to puke!
