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One of the most effective ways we can serve our clients is to stay active in professional organizations and our local community. Participating in community events and professional panels allows us to stay informed of the latest financial developments and information, and to pass this important information along to you.

At the state level, we proudly support the Virginia Society of CPAs, including its Educational Foundation which provides accounting scholarship funding and its Political Action Committee which provides bipartisan support to business minded candidates at the state and local level. Julia Rogers is Past Chair of the VSCPA Tax Advisory Committee which reviews feedback from VSCPA members on tax issues and provides information to the VSCPA on tax issues and legislation. This committee also conducts policy analysis and makes recommendations to the VSCPA Board of Directors on regulatory and legislative issues which are included in official comment letters and other interactions with the Internal Revenue Service and the Virginia Department of Taxation. For additional information of the outreach activities of the VSCPA, please refer to

In the Wintergreen community, we proudly support the Summer Music Festival of the Wintergreen Performing Arts and the Sara Ott Memorial Golf Classic of The The Wintergreen Nature Foundation. These organizations enhance the rich quality of life that we enjoy in Nelson County. Both organizations also have outreach programs in the community to share their resources with the Nelson County school systems.

In Nelson County, we look for opportunities to encourage business development and networking throughout the county. We are a sponsor for the always fun Kite Festival that brings children of all ages out to the Spruce Creek Park and Natural History Center. We proudly support the Rockfish Valley Community Center - a wonderful venue for a collaboration of small businesses and community events. We also support the Nelson County Habitat for Humanity, which provides job skills training for Nelson County High School students and housing for local families.

In the fall, our office participates in collections for the annual warm clothing drive, which provides coats, sweaters and other items to members of our community in need. We appreciate the donations of clients and other community members to this important cause.

We are also members of the Nelson County Chamber of Commerce which provides networking opportunities for local businesses and highlights new businesses with ribbon cutting celebrations. Our office collaborated with the Chamber this year to co-host the Document Destruction Day which provided local residents and businesses the opportunity to safely dispose of business and confidential documents.