We're a Lynchburg, VA CPA firm that coordinates tax, financial planning, and business advisory under one roof, so nothing falls through the cracks and every decision moves in the same direction.
Tax and wealth management under one roof. Your CPA and financial advisor work as one team, with no conflicting advice and no blind spots between your tax strategy and investment plan.
Explore the multifamily office modelYear-round strategic support for closely held family businesses. Not once-a-year tax prep; a CPA in your corner who understands your operations, your growth plan, and your family's goals.
See how we work with business ownersWe're selective by design. If your financial life has real complexity, this firm was built for you. If you're looking for a volume shop that turns returns, we're not the right call.
When your CPA and your advisor aren't talking, decisions get made in a vacuum. Tax consequences arrive as surprises. Opportunities close before anyone flags them. That gap has a real cost.
A return filed in April tells you what happened last year. Strategy happens in the other eleven months. We're in your corner year-round, not just when the IRS deadline is three weeks out.
Most people have a CPA who files their return and an advisor who manages their portfolio, and neither talks to the other. We built our firm to close that gap.
Every recommendation we make considers the full picture: your tax position, your wealth plan, your business, and your family's long-term goals.
Initial conversation to understand your full financial picture, not a sales pitch.
Your CPA and financial advisor align on a coordinated strategy before anything moves.
Year-round access and proactive guidance, not a once-a-year check-in.
We're not a tax factory. We're not trying to serve everyone. Here's what makes working with us feel different.
Your CPA and CFP® operate as a unit. No decisions get made in a silo; every move is coordinated.
Year-round support means you reach us when you need us, not just during filing season.
We're in the business of strategy, not data entry. You get guidance that moves your position forward.
“Shortly after I became a client, Luke immediately identified $50K of annual tax savings that my previous accountant and financial advisor never noticed. My previous CPA focused on compliance and filling out forms correctly. Shoemaker CPA focuses on actually looking forward, and now my taxes and investments are actually coordinated with each other.”