CPA Services in Charlottesville, Virginia

AA&T Group provides comprehensive CPA, tax planning, bookkeeping, and advisory services to businesses and individuals in Charlottesville and the surrounding area. As a Virginia-based accounting and advisory firm, we work with professionals, business owners, and families who want proactive guidance, clear communication, and long-term financial confidence.

Personal Tax Planning & Financial Guidance for Charlottesville’s Individuals and Families

AA&T Group works closely with individuals and families in Charlottesville who want a more thoughtful, strategic approach to their personal finances and taxes. Many of our individual clients come to us looking for more than basic tax filing, they want a CPA who understands the full picture.

We provide personal financial and tax guidance for:

  • Personal 1040 tax preparation and planning

  • High-net-worth and complex tax situations

  • Retirement planning and income strategy

  • Multi-year tax planning for families and professionals

  • Coordination between personal and business finances

  • Succession and legacy planning

Rather than treating personal taxes as a once-a-year task, we help clients think proactively about how today’s decisions affect long-term outcomes, including retirement readiness, tax efficiency, and family goals.

Accounting and Advisory Services for Charlottesville Businesses

We support Charlottesville-area clients with a full range of accounting and advisory services designed to bring clarity and confidence to financial decision-making.

Our services include:

  • Business & Individual Tax Preparation

  • Proactive Tax Planning & Tax Mitigation

  • Bookkeeping & Accounting Operations

  • Fractional CFO & Financial Advisory Services

  • Personal 1040 & High-Net-Worth Tax Planning

  • Retirement & Succession Planning

Our approach is proactive, relationship-driven, and designed to reduce uncertainty, not just file returns.

Serving Charlottesville’s Local Economy

Charlottesville is home to a diverse business landscape that includes professional services, education, healthcare, and healthcare-adjacent organizations, nonprofits, and closely held companies navigating growth and complexity. We frequently work with:

  • Realtors, landlords, and property managers

  • Wineries and event venues

  • Lawyers, doctors, and other professionals

  • Healthcare and service-based businesses

  • Nonprofits and mission-driven organizations

  • Family-owned and founder-led companies

These organizations often face layered tax and operational decisions. We help clients step back, see the full picture, and make informed choices that align with both business and personal goals.

Proactive Tax Planning for Businesses and Families

For Charlottesville clients, tax planning is an ongoing process, not a once-a-year event. We help business owners and individuals understand how today’s decisions affect future tax exposure, cash flow, and long-term outcomes.

Our planning services commonly include:

  • Business structure and compensation strategy

  • Owner-level and family tax coordination

  • Retirement and succession planning

  • High-net-worth tax optimization

The goal is simple: fewer surprises, better decisions, and greater confidence.

Why Individuals Work With a CPA, Not Just a Tax Preparer

Many individuals and families in Charlottesville choose to work with a CPA because their financial lives are no longer simple. Multiple income sources, investments, business ownership, retirement planning, education, health, or family considerations all introduce tax and planning complexity.

Our role is to help clients:

  • Understand how their income and assets interact from a tax perspective

  • Make informed decisions before deadlines arrive

  • Reduce unnecessary tax exposure over time

  • Feel confident about retirement and long-term planning

We act as a long-term advisor, not just a form-filer.

Contact Us to Get Started!

Working With a CPA in Charlottesville, VA

AA&T Group primarily serves Charlottesville clients remotely, using modern systems that allow for efficient collaboration without sacrificing service quality. Clients value our clear communication, thoughtful planning, and long-term perspective.

We’re built for relationships, not volume.

FAQs

Do you provide CPA services in Charlottesville, VA?

1

Yes. AA&T Group provides full CPA, tax preparation, bookkeeping, and advisory services for businesses and individuals in Lynchburg and surrounding areas.

Do you work with nonprofits, family businesses, or medical professionals?

2

Yes. We regularly work with nonprofits, family businesses, and medical professionals that require thoughtful tax planning, cash-flow management, and succession planning.

Do you offer personal and high-net-worth tax planning?

3

Absolutely. In addition to business services, we provide personal 1040 tax planning, high-net-worth tax strategy, retirement planning, and family-level coordination.

Can you work with Lynchburg clients remotely?

4

Yes. Many of our clients work with us remotely while receiving the same proactive, relationship-driven service.

Serving Virginia Businesses Statewide

In addition to Charlottesville, AA&T Group serves clients throughout Virginia, including Lynchburg, Farmville, Roanoke, Richmond, and Northern Virginia.

Veteran Owned