Business Details
11 Years
experience
Your Trusted Partner for Accounting Solutions in Richmond
Valderas Financial Solutions was founded in January 2015 by Margaretha Valderas, a CPA with over 40 years of experience in the tax and accounting industry. Our firm specializes in serving passionate entrepreneurs in the service, real estate, and construction sectors, as well as high net worth individuals with complex tax needs. With a combined experience of decades, our team brings both technical expertise and a commitment to superior client service. We understand the challenges faced by startups and franchises, offering tailored solutions to navigate financial complexities. Our approach combines personalized attention with proven methodologies to ensure clients' financial needs are met with precision.We prioritize transparency, ethical practices, and ongoing education to maintain compliance with evolving tax regulations. Our track record includes successfully resolving significant tax penalties and optimizing financial strategies for long-term success. Through our dedication to excellence, we have built lasting relationships with clients who value our expertise and reliability. Our team actively engages with professional networks to stay at the forefront of industry developments. At Valderas Financial Solutions, we remain committed to delivering exceptional service while adapting to the dynamic needs of our clients.
Services
Bookkeeping
Tax Preparation
Corporate Financial Planning
Details
- Year established: 2015
Highlights and features
- We offer over 40 years of combined CPA experience in tax and accounting services
- Our team provides personalized client service with proven results in tax resolution
- We offer a free 1-hour consultation for all new clients
- Our professionals maintain active memberships in Rotary Club and BNI networks
- We specialize in resolving complex tax issues with documented success cases
What people say
Great team
Totally satisfied
Penalty abated
Saved $94,000
Superior client service
Services
Bookkeeping
Our bookkeeping service manages financial records to ensure accuracy and compliance. We handle daily transactions, payroll processing, and financial reporting. This allows business owners to focus on operations while maintaining clear financial visibility.
Tax Preparation
We prepare accurate tax returns while maximizing deductions and minimizing liabilities. Our team stays current with IRS regulations to ensure compliance. We also provide audit support and representation for both individual and corporate taxpayers.
Corporate Financial Planning
This service develops comprehensive financial strategies for business growth. We analyze cash flow requirements, tax implications, and expansion opportunities. Our planning helps businesses prepare for economic fluctuations and make informed financial decisions.
People
Margaretha Valderas
Founder, CPA
With over 40 years of experience including IRS service and partnership in major CPA firms, Retha specializes in complex tax solutions. She relocated to Richmond 20 years ago and actively participates in professional networks.
Laura Valderas
Client Relations Manager
Laura brings 14 years of client service experience, having worked in multiple industries before joining the firm. She focuses on building client relationships and managing communication processes.
Brooke
Accounting Manager
With 13 years of experience, Brooke manages accounting operations and client support. She holds advanced accounting credentials and specializes in client-focused financial solutions.
Questions
What accounting services do you specialize in?
We specialize in bookkeeping, tax preparation, and corporate financial planning for entrepreneurs and high net worth individuals.
How do you handle complex tax situations?
Our team has resolved cases involving penalty abatements, estate tax issues, and IRS audits with documented success.
Do you offer consultations for new clients?
Yes, we provide a free 1-hour consultation to discuss your specific financial needs and goals.
What industries do you work with?
We primarily serve service businesses, real estate professionals, construction companies, and startups.
How can you help with business financial planning?
We develop strategic financial plans to manage cash flow, tax obligations, and growth opportunities for businesses.
