Tax Services in Virginia Beach, VA
At James Financial Services Inc., we’ve spent decades helping individuals, families, and small business owners confidently manage their taxes — right here in Virginia Beach, VA. Whether you’re preparing for April 15th, planning for the year ahead, or trying to resolve a difficult tax situation with the IRS, our team is here with real answers, honest advice, and dependable service.
We also serve the entire Hampton Roads region, including Norfolk, Chesapeake, Portsmouth, Hampton, Newport News, and Suffolk, and our clients return year after year because we focus on more than just forms and numbers — we focus on people. That means you’ll always work with someone who knows your name, understands your situation, and is committed to helping you keep more of what you’ve earned.
Tax Preparation in Virginia Beach, VA — Accurate, Thorough, and Personalized
Let’s face it—taxes can be overwhelming. From keeping track of deductions to navigating changing laws and confusing paperwork, it’s a lot to manage. That’s why so many people trust us with their tax preparation in Virginia Beach, VA.
We prepare individual and small business returns with precision and care. Our process goes beyond basic data entry. We take time to understand your income, expenses, family circumstances, and financial goals so we can:
- Maximize legal deductions and credits
- Ensure total compliance with both federal and state tax laws
- Reduce the risk of audits or penalties
- Provide a clean, professional packet of your return for your records
Whether you’re filing a simple 1040 or juggling multiple income sources, we’ll make sure it’s done right. And yes — our clients love the folder we prepare with everything neatly organized. You’ll even get a few fun goodies, like a chocolate 1040 (because taxes don’t have to be joyless).
Tax Planning: Keep More of What You Earn
We believe in year-round planning, not just scrambling at tax time. Our tax planning services help you stay ahead and make informed decisions before they cost you.
If you’re self-employed, managing investments, approaching retirement, or just looking for better ways to handle your money, we’re here to guide you. We offer proactive, custom strategies that help reduce your tax burden and set you up for long-term financial health.
Common areas we assist with include:
- Business deductions and expense tracking
- Retirement contribution optimization
- Estimated payments for the self-employed
- Withholding adjustments
- Real estate and investment tax strategy
- Major life changes (marriage, home purchase, new baby, etc.)
Good planning now means fewer surprises later — and a lot more peace of mind.
Tax Resolution Services in Virginia Beach, VA
Real Help When You Need It
If you’re facing IRS problems, you don’t need to handle it alone. We offer tax resolution services in Virginia Beach, VA, for individuals and businesses who are dealing with:
- Unfiled tax returns
- Back taxes
- IRS correspondent audits
- Tax liens or levies
- “Innocent Spouse” relief requests
These situations can feel overwhelming, but we know how to navigate them. We’ll review your case, explain your options, and communicate directly with the IRS on your behalf. In many cases, we can help reduce or eliminate penalties, negotiate reasonable payment plans, and bring you into compliance without unnecessary stress.
You don’t have to fear the IRS. With the right guidance, resolution is possible — and we’re here to help you through it with professionalism and discretion.
Why Clients Trust James Financial Services
With roots in the community and experience going back to 1974, we’ve built our practice on trust, integrity, and consistent results. Mr. James, our founder, is an Enrolled Agent, which means he is federally authorized to represent taxpayers before the IRS. He exceeds continuing education requirements each year, staying current on tax law changes and ethical standards.
But just as important as our credentials is how we treat our clients. You’ll never be just a file in our system. Whether you’re sitting in our Virginia Beach office or emailing us from Norfolk, we take the time to get to know you — and we keep your information private. We never sell or share client data, unlike some of the free tax software platforms out there.
We also believe in making taxes feel a little more human. That means answering your questions in plain language, returning your calls, and helping you feel confident about your finances — not confused.
Frequently Asked Questions
Pricing varies depending on the complexity of your return. We’re happy to provide an estimate before we get even started.
Yes! We not only serve the entire Hampton Roads area, including Norfolk, Chesapeake, Suffolk, but also anyone who has internet access.
Absolutely. We help clients catch up on unfiled returns, resolve penalties, and work with the IRS to find a solution that works.
Yes. We take your privacy seriously and never share or sell your information. We even return all original materials and shred any personal documents, as well. So your documents and data are kept confidential and protected.
Trusted, Local Tax Support for Virginia Beach and Beyond
At James Financial Services Inc., we take the stress and guesswork out of tax season — and we do it with the care, integrity, and experience that you deserve. So whether you need tax preparation in Virginia Beach, VA, guidance on long-term planning, or help resolving a tax issue, we’re here for you each and every step of the way. So let us help you feel confident, prepared, and supported with all things tax-related. Just reach out and call or visit us today to get started — we’re ready whenever you may need us!