About Us
We believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success. We are committed to providing close, personal attention to our clients. The personal assistance you receive comes from years of advanced training, technical experience and financial acumen.
We provide a variety of services including:
- Income Tax Preparation for all types of businesses and individuals
- Income Tax Planning
- Business Valuations
- Estate and Trust Tax Preparation
- Bookkeeping/Write-Up
Our investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.
Our staff:
Lisa T. McCoig, CPA, ABV
Phone 540-667-3791 Fax 540-431-5812
Lisa is the President of Lisa T. McCoig, CPA, PC. She provides accounting and tax services for a variety of individual and business clients, with specialization in physician practices, real estate, small to mid-size businesses, qualified retirement plans, trusts, and estates. She also provides business valuation services. Lisa received her AB in History from the College of William and Mary and her Post Baccalaureate Certificate in Accounting from Virginia Commonwealth University. She is a member of the American Institute of Certified Public Accountants and Virginia Society of Certified Public Accountants and has been recognized as a “Super CPA” in the Estate Planning and Trust category.
Lynn Volkmann, Office Manager
Phone 540-667-3791 Fax 540-431-5812
Lynn comes from a family of successful small business owners and grew up assisting with bookkeeping and payroll, skills she continues to use today to help clients. She has a substantial background as a medical office manager, specializing in office organization systems and health insurance collections. Lynn attended NH Business College with a concentration in general business and accounting. She is experienced with payroll, Quicken, general bookkeeping and individual tax preparation.
Molly Bridgeforth
Phone 540-667-3791 Fax 540-431-5812
Bonnie and Teddy, Greeters
Contact in person only. Bonnie and Teddy enjoy napping when not assisting with taking a bite out of taxes.
In Memory of Rex: 2008-2022
