Service Area
Accounting in Williamsburg
Partner-led accounting and advisory for Williamsburg and the wider Richmond metro — fixed fees quoted in writing, free 30-minute consultation.
Clients across Williamsburg rely on O’KEEFFECPA & Associates for dependable, professional service.
What We Handle
Every service, for Williamsburg
The full firm is available to Williamsburg clients — the same people on your engagement from the first call to the last.
Williamsburg is an independent city of 15,425 (2020 census) on the Virginia Peninsula, in the northern part of the Hampton Roads area, bordered by James City County on the west and south and York County on the east. That geography is why a Williamsburg filer still needs a Richmond-area CPA who will take the file seriously, not a tourist-town brochure. O’KEEFFECPA & Associates puts tax preparation, IRS resolution, and small-business setup in one practice, with a free, no-obligation consultation and a client portal for the documents.
The drive from Downtown Williamsburg, Kingsmill, Quarterpath, or the Highlands toward Richmond is real, which is why appointment booking and online payments matter more than a storefront on every block. We keep offices at 1 N. 5th Street, Suite 502 in Downtown Richmond; 4110 E. Parham Road, Suite 204 in Henrico; and 2121 Eisenhower Avenue, Suite 200 in Alexandria. Neighbors on the map include New Kent County, Goochland County, and the Chesterfield and Henrico job markets that still show up on many Williamsburg W-2s.
Straightforward work with this city means we talk about Form 1040, Schedule C, entity selection, and IRS notices in plain language, then stop. Lorna Secondi wrote, “Has been our household tax preparer for a decade, and then when I incorporated as a contractor, took over my small business taxes. Indispensable tax services and feedback, and always kind, prompt in his responses, and he.” Household first, company when you form one—that is the pattern we use with Williamsburg clients who outgrow a basic filing.
About Williamsburg
Williamsburg is an independent city in the U.S. state of Virginia. It had a population of 15,425 at the 2020 census. Located on the Virginia Peninsula, Williamsburg is in the northern part of the Hampton Roads metropolitan area. It is bordered by James City County on the west and south and York County on the east.
Source: Wikipedia
How we work in Williamsburg
Individual & Business Tax Preparation
A Williamsburg household return and a business return should not require two firms and two portals. Individual & Business Tax Preparation covers Form 1040 and Form 1120-S together, with a free consultation to list what is in scope. Upload through the client portal so the Peninsula-to-Richmond distance is a login, not a courier.
IRS Tax Resolution & Dispute Representation
An IRS dispute does not become gentler because you live in an independent city. IRS Tax Resolution & Dispute Representation covers Offer in Compromise, Currently Not Collectible status, penalty abatement, and levy relief, with an honest first pass on what the IRS will not move. We are not a resolution mill, and we will say if the debt is simply due.
Small Business Formation & Entity Selection
Incorporating after years of household filing is a Williamsburg pattern we already see in how clients grow. Small Business Formation & Entity Selection is LLC vs S-corp, K-1 mechanics, and startup setup. We do not open with the most expensive entity on the chart.
Bookkeeping Services
Bookkeeping Services for a Williamsburg small business is monthly transaction recording so the books exist before the return. It is not tax preparation, and it is not required if you already keep usable records. The consult is where we say which you actually need.
Payroll Services
Payroll compliance—withholding, quarterly filings—starts when you have employees, including on the Peninsula. Payroll Services is that compliance work. A solo practice in Williamsburg does not get a payroll proposal for show.
Tax Planning & Consulting
Tax Planning & Consulting is for Williamsburg owners who want estimated taxes and structure in the off-season, not only a March signature. If all you need is the current return filed, planning stays off the letter. Named deliverables beat a vague “advisory” retainer.
Federal Acquisition Services
Hampton Roads includes federal work for some businesses and none for others. Federal Acquisition Services is only the government-contracting support lane. We add it when you need it, not because the region has a military presence on the map.
Amended Tax Returns
If a prior Williamsburg-year filing missed income or a credit, the fix is an amended return, usually Form 1040-X. Amended Tax Returns is that correction. We review the year; we do not advertise a guaranteed outcome.
Back Taxes & Unfiled Returns
Unfiled years follow you from York County to James City County to Williamsburg the same way. Back Taxes & Unfiled Returns is catch-up filing, then IRS resolution if collection has started. Predatory relief outfits skip the returns and sell the fear; we do the reverse.
Self-Employed & Schedule C Tax Filing
Self-Employed & Schedule C Tax Filing is for 1099 and self-employment income that never needed a full entity. Estimated taxes belong in that conversation. When the books later support an S-corp, that is a new decision, not an automatic upgrade.
Tax Preparation & Filing
Tax Preparation & Filing stays available for Williamsburg W-2 filers who do not want the rest of the menu. Start with the return. Portal, online payments, and a no-obligation consultation are still how the file opens, even when the work is simple.
Williamsburg questions, answered
Williamsburg is on the Peninsula. Do you take clients this far from Richmond?
Yes. The practice is built around appointment booking, a client portal, and online payments, with offices in Downtown Richmond, Henrico, and Alexandria. Williamsburg, James City County, and York County geography is a scheduling fact, not a reason we decline the file.
Should I form an S-corp before we talk, or is entity selection part of the consult?
Wait for the consult. Small Business Formation & Entity Selection is LLC vs S-corp versus remaining on Schedule C, based on how you get paid. Forming the wrong entity first is a cost we would rather you skip.
What is the practical difference between bookkeeping and tax preparation in your office?
Bookkeeping is recurring transaction recording and account management. Tax preparation is the annual return—Form 1040 and the business forms that belong with it. Some Williamsburg clients need both; many only need filing. We recommend the smaller set first.
Can you look at a prior-year return I think I overpaid on?
We can review a prior year and, if a real error exists, file an amended return. That is not a promise you overpaid, and it is not a fishing expedition billed as “investigation” theater. Bring the return to the free consultation and we will say what, if anything, is worth amending.
A partner will hear your Williamsburg situation out — free.
Thirty minutes, no obligation, with the fee in writing before anything begins.
Nearby
Other communities we serve
In Closing
Put your books in better hands
Book a free 30-minute consultation — a partner will review your situation and quote a fixed fee in writing. No obligation, no hourly meter.
1 N 5th St · Richmond, VA