Most people have a CPA who files their return and an advisor who manages their portfolio, and neither talks to the other. As a Virginia multifamily office, Shoemaker CPA pairs your CPA and CFP® partner as one coordinated team, so every decision accounts for the full picture.
Your CPA sees your income and structures your return. But if your advisor is moving money without that context, selling positions, rebalancing, taking gains, the tax consequences arrive as a surprise.
A sound investment move can be the wrong move when your effective rate, deduction strategy, and income timing aren't part of the conversation. Most advisors never see the full return.
Roth conversions, business distributions, estate events; each carries tax implications that compound when your advisors aren't aligned. By December, your options are limited.
Your CPA and CFP® partner don't hand off your file; they work it together. Every recommendation considers your tax position, wealth plan, business interests, and family goals before anything moves.
CPA · Principal
Luke leads the tax and business advisory practice. He works with owners, families, and high-income individuals to build proactive tax strategies, not just accurate returns. His view of your financial picture is the foundation every plan is built on.
CFP® · Financial Planner
Our CFP® partner brings the financial planning discipline. Your goals are translated into a coordinated wealth strategy, with investment allocation, retirement structure, insurance, and estate alignment all built in direct conversation with Luke so that the tax and investment sides move together.
Your CPA and CFP® review decisions together, so your investment strategy never creates a tax problem your advisor didn't know about.
We work throughout the year to reduce your liability, identifying opportunities before they close, not after the return is filed.
You reach us when you need us, not once a year at tax time; when you're evaluating a deal, planning a distribution, or making a major financial move.
Roth conversions, business sales, estate transitions; we plan ahead together so you go into every significant event with a clear, coordinated strategy.
Every suggestion, whether it starts on the tax side or the planning side, is run against your full financial picture before it reaches you.
You don't translate between your CPA and your advisor. You meet with a team that already speaks the same language and has already compared notes.
You've felt the disconnect between what your CPA knows and what your advisor is doing, and something got missed.
Your financial life has complexity, including business income, investments, and family estate considerations, that doesn't fit neatly into one box.
You want your advisors to do the coordinating, not you, not an intermediary, not an annual "check-in."
You're approaching or navigating a significant financial event, a sale, inheritance, or transition, and want a team in place before it happens.
Your situation is straightforward and you're just looking for an accountant to handle the compliance; we aren't a volume-based tax prep shop.
You prefer transactional relationships: one call at filing time, one portfolio review per year, no ongoing engagement.
You're looking for the lowest-cost option; our model is an investment in depth and access, not a commodity service.
You already have a coordinated advisory team you trust; we're not here to displace something that's working.