Rogers & Associates, P.C. is a unique, small CPA firm designed to put the needs of our clients first. We offer a variety of services to meet your needs. ♦ Individuals - It's not just a tax return. During this annual event, we have an opportunity to reconnect with our clients and to determine if any changes in their personal lives warrant a different planning approach. We are available throughout the year if issues arise with your tax filings and to provide proactive planning to reduce your current tax burdents. ♦ Businesses - If you are a small business owner, you know that timely reporting is crucial to your business operations. We can assist with proactive planning, accounting and annual tax filings. ♦ Fiduciaries - Estate and trust services are not an afterthought at our firm. We specialize in timely and efficient services for estate and trust accounting. If you are a newly appointed trustee or executor, we can help you understand the many filing requirements and duties that are required of this important service. ♦ Business Valuations - Business decisions and estate planning often require a professional business valuation. Our business valuations are prepared under the strict guidelines of the National Association of Certified Valuation Analysts. Our professionals have a range of experience with individuals, business and fiduciaries. Our CPAs are enrolled in continuing education on an ongoing basis to stay abreast of current tax issues, technology changes, and accounting requirements. ♦ Julia W. Rogers, CPA, CVA - With extensive experience in the areas of tax and estate planning, compliance, business valuation and small business accounting, Julia particularly enjoys the personal aspect of working with her clients. Education - B.S. in Horticulture, Virginia Tech  1975 & Master of Accountancy, VCU   1991             Professional Affiliations - American Institute of CPAs, Virginia Society of CPAs, National Association of Certified Valuation Analysts. Professional Appointments - Currently serving as a member of the VSCPA Tax Advisory Task Force. Away from the Office - Family, gardening, golf and any adventure! ♦ Gerald A. Schultz, CPA - Jerry began his professional career in Chicago with a national public firm and continued his career in Virginia as a principal in various local firms in Richmond. His clients value his practical advice and proactive planning techniques. Education - B.S. in Business Administration, Northern Illinois University            Professional Affiliations - American Institute of CPAs, Virginia Society of CPAs Away from the Office - Golf and traveling! Your success is our success, and all of us here at Rogers & Associates, P.C. look forward to working together with you to achieving the bright financial future you deserve!