Tax Preparation in Virginia Beach, VA Consulting with a Personal Touch
At James Financial Services Inc., we’re more than just a tax office — we’re your financial ally, right here in Virginia Beach, VA. Whether you’re an individual navigating complex tax filings, or you’re a small business owner looking for clarity, structure, and trustworthy advice, we’re here to help you feel confident and in control. And since 1974, we’ve been helping people just like you not only file their taxes but also understand them.
We serve clients across Virginia Beach and throughout
Hampton Roads — including:
- Suffolk
- Portsmouth
- Hampton
- Norfolk
Expert Tax Preparation
Let’s be honest — tax season can be overwhelming. If you’re tired of guessing what forms you need, wondering if you’ve missed a deduction, or feeling like you’re always playing catch-up with the IRS, you’re not alone. That’s exactly why we offer tax preparation in Virginia Beach, VA, that’s rooted in experience, accuracy, and care.
We stay up-to-date on ever-changing tax codes so you don’t have to. Whether you’re filing as a W-2 employee, a gig worker, self-employed, or managing multiple income streams, we take the time to understand your unique financial situation. Every return we file is double-checked and reviewed for potential savings and risk reduction. We also provide complete, professional tax folders to keep your records secure — and yes, we like to add a little fun too, including promotional items like chocolate 1040 returns and fountain pens to bring a little sweetness to tax season.
Helping Small Businesses Thrive
Running a business is no small feat — and when the financial side becomes a tangled mess of receipts, spreadsheets, and unknowns, we’re here to simplify it. Our small business consulting in Virginia Beach, VA, helps entrepreneurs and established business owners bring structure and purpose to their financial planning. From setting up QuickBooks properly to helping you understand profit margins and build a tax-saving strategy, we work alongside you like a trusted advisor. We’ve helped small businesses from all over Hampton Roads — whether you’re launching a nonprofit in Norfolk or planning your next expansion in Chesapeake.
Our personalized support includes:
- Business and tax planning
- IRS representation
- for long-term growth
- Referrals for succession planning and bookkeeping
We’ve seen it all, and we’re here to help you find clarity and confidence no matter where you are in your business journey.
Personalized Tax Planning and Strategy
Tax time is just one part of the bigger picture. We offer year-round guidance that helps you build a smarter strategy — one that takes advantage of every legal deduction while protecting you from unwanted surprises down the road. Our tax planning services are ideal for individuals with complex financial situations, retirees, freelancers, and growing businesses. We’ll help you evaluate your current setup and prepare for what’s next — whether that’s a major life change, a new investment, or the sale of your business.
Read Our
Trusted Reviews
Connie DeBord
James Financial is absolutely the best CPA tax accounting firm in the area. Harry, Shelley and Barbara are walking tax code encyclopedias! They have been handling both our business and personal taxes for over 18 years – not only the tax preparation, but also setting up our accounting systems and giving us sound financial advice that has served us well. We highly recommend James Financial!
Danielle Ciotta
I’m a self-employed licensed massage therapist. I moved to Virginia Beach in 2020 and needed a new CPA and James and his crew have been taking excellent care of me and my tax needs since then. They get me organized and everything is always easy to understand, any questions are welcomed and answered clearly. I highly recommend using them for your financial needs.
Kimberlee Pullen
I have been using James Financial service since 1983. Through the years as I have changed they have kept me from having any problems with the IRS. From my simple return of a grocery store manager to my more complicated business ventures of owning a tractor trailer over the road in the 48 continental states.
Experienced Guidance You Can Trust
James Financial Services Inc. was founded by Mr. James, who began preparing taxes in 1974 and has continued ever since. He holds an MBA from Florida State University and is an IRS Enrolled Agent, a designation that requires rigorous annual continuing education and a deep understanding of the U.S. tax code.
Beyond the degrees and credentials, what really sets us apart is how we treat our clients — with genuine care and clear communication. We don’t believe in jargon or scare tactics. We believe in listening, explaining, and solving problems together. Our clients appreciate that we never share or sell their personal information — something free tax software and larger chains can’t always guarantee.
Full-Service Tax and Financial Support Our services include but are not limited to
Tax Preparation & Filing
For individuals, families, and small businesses, we offer timely and accurate tax filing with attention to detail.
IRS Problem Resolution
Whether you’re dealing with back taxes, letters from the IRS, or want to explore relief options, we can advocate on your behalf and help you get back on track.
QuickBooks Consulting
We help you set up, clean up, or fine-tune your QuickBooks system so you can manage your business efficiently and confidently.
Non Profit Support
Thinking of starting a nonprofit in Virginia Beach? We can help assist you and guide you through the process to get yours off the ground.
Frequently Asked Questions
Absolutely. While our office is based in Virginia Beach, we serve clients not only across Hampton Roads, including Suffolk, Portsmouth, and Chesapeake, but we can service any client with internet access.
Yes. We’re happy to meet in person or remotely, depending on your preference. We also provide secure portals for uploading documents.
Not at all. We work with individuals and businesses year-round, offering tax planning, business consulting, IRS resolution, and more.
We take privacy seriously. Your personal data is never sold or shared. In fact, we also return all original materials and shred any personal documents, as well. Our secure systems and ethical standards ensure your information stays protected.
Let’s Make Taxes Less Stressful Together
At James Financial Services Inc., we believe that taxes shouldn’t be something you dread — and running a business shouldn’t mean figuring it all out alone. So whether you need tax preparation in Virginia Beach, VA, or hands-on small business consulting, we’re here to guide you through the process with clarity and integrity.
And from the moment you walk into our office — or give us a call — you’ll feel the difference. We’re local, we’re experienced, and we’re ready to help. Just reach out to us today, and let’s talk about how we can help you move forward with confidence.
Virginia Beach, VA • Norfolk, VA • Chesapeake, VA • Portsmouth, VA • Suffolk, VA • Hampton, VA • Newport News, VA