Tax returns from $195 · Find my price →

The Federal Auditor Who Now Works For You

17+ years inside SBA, CBP, VA, and State Department. Now serving federal agencies, contractors, and small businesses with the same rigor, without the bureaucracy.

OMB A-123 · GAGAS · Internal Controls · Tax Preparation

Where can we help you?

I work with the federal government I need tax or bookkeeping help

Talk Directly with a Senior Federal Auditor

You talk with the owner. No call centers, no middlemen, just expert guidance.

📞 Available: Monday-Friday, 9:00 AM - 6:00 PM EST | Saturday by Appointment

📞 (540) 412-7255 Schedule Consultation

Our Services

Federal Contracting

OMB A-123 compliance assessments, GAGAS/Yellow Book auditing, Green Book and COSO internal control frameworks, enterprise risk management (ERM), and corrective action plan development for federal agencies and contractors.

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Tax Preparation

Professional tax preparation for individuals, freelancers, and small businesses. Form 1040, Schedule C, Schedule E, S-Corp returns, multi-state filings, and ITIN applications. Drake Tax professional preparer with active EFIN and PTIN.

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Consulting Services

Audit readiness assessments, internal control risk reviews, and corrective action plan (CAP) development for agencies, grant recipients and contractors. Practical guidance grounded in 17+ years of federal audit experience.

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Bookkeeping

Monthly bookkeeping and financial reporting for small businesses. Bank reconciliation, accounts payable and receivable, and P&L statements, handled by the same person every month.

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17+

Years Federal Experience

Federal Agencies: SBA, VA, State Dept & CBP

30+

Federal Audits and Assessments

GS-14

Former Senior Federal Auditor

Virginia SWaM Certified

Small, Micro & Minority-Owned Business

Certification #842653 | Valid Through Feb 2031

SAM.gov Registered | CAGE Code: 16ZK9 | UEI: SZ7LPZF6BD16

Who We Serve

Valley Financial Advisors serves three distinct client groups. Wherever you fit, you work directly with the principal, not a call center, not a junior associate.

Federal Agencies & Contractors

You need someone who has been inside these audits, not just studied them. OMB A-123, GAGAS, and internal controls work led personally by a former GS-14 Senior Auditor with direct experience at SBA, CBP, VA, and State Department.

✓ OMB A-123 & FMFIA compliance
✓ GAGAS / Yellow Book auditing
✓ COSO & GAO Green Book frameworks
✓ Single Audit readiness (2 CFR Part 200)

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Individual & Self-Employed Filers

You want a professional preparer, not software, and someone who is still available after April 15. W-2 employees, freelancers, federal workers, gig workers, and independent contractors.

✓ Form 1040, Schedule C & E preparation
✓ Multi-state filings & ITIN returns
✓ Latest OBBBA tax law changes applied to your return
✓ SALT cap & QBI deduction optimization

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Small Business Owners

You run an LLC or small business and need clean books, accurate returns, and someone who speaks plain English. Same principal every month, no handoffs, no surprises.

✓ Monthly bookkeeping & bank reconciliation
✓ S-Corp & LLC business tax returns
✓ Catch-up and cleanup bookkeeping
✓ P&L statements & monthly financial reporting

View Bookkeeping Plans →