Charlottesville, Virginia

Navigate your finances with clarity and confidence

Personalized tax preparation, bookkeeping, and accounting services for individuals and businesses in the Charlottesville area.

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What We Do

Comprehensive financial services tailored to your needs

From individual tax returns to full-service bookkeeping for small businesses, we provide the expertise and personal attention your finances deserve.

Tax Preparation

Individual and business tax returns, strategic planning, and year-round support to minimize your liability and maximize your refund.

Bookkeeping

Accurate, organized financial records so you can focus on growing your business with confidence in your numbers.

Financial Statements

Clear, professional financial statements for lenders, investors, or internal decision-making — prepared with care and precision.

Business Advisory

Guidance on entity selection, payroll, sales tax, and financial strategy to help your business thrive from day one.

Professional office setting in Charlottesville

About

A trusted local presence in Charlottesville

David W. Marshall brings years of accounting experience to individuals and businesses throughout the Charlottesville area. Based at 300 Hickman Road, we understand the unique financial landscape of central Virginia.

Our approach is straightforward: we listen carefully to your situation, explain your options in plain language, and deliver accurate work you can rely on. No jargon, no pressure — just honest, competent advice.

Whether you're preparing for tax season, need help keeping your books in order, or want to understand your financial position more clearly, we're here to help.

CPA

Licensed & Certified

Local

Charlottesville-based

Personal

Direct attention

How It Works

Three simple steps to get started

01

Reach Out

Call us at (434) 293-2487 or send an email to marshallcpa@gmail.com. Tell us about your situation and we'll schedule a time to talk.

02

Share Your Information

Bring or send your financial documents. We'll review everything together, ask the right questions, and identify opportunities for you.

03

Receive Your Results

We complete your work accurately and on time, explain what we've done, and answer any follow-up questions you may have.

"David made our tax season stress-free. He was thorough, patient with our questions, and found deductions we hadn't considered. We've been clients ever since."

Small Business Owner, Charlottesville

Contact

Let's discuss your financial needs

Whether it's tax season or you need ongoing bookkeeping support, we're ready to help. Reach out by phone, email, or visit our office in Charlottesville.

Office

300 Hickman Rd
Charlottesville, VA 22911

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