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?
Talk directly with the owner - No call centers. No middlemen. Just expert guidance.
📞 Available: Monday-Friday, 9:00 AM - 6:00 PM EST | Saturday by Appointment
OMB A-123 compliance assessments, GAGAS/Yellow Book auditing, COSO internal control framework implementation, enterprise risk management (ERM), and corrective action plan development for federal agencies and contractors.
Learn More →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.
Learn More →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.
View Our Capabilities →Monthly bookkeeping and financial reporting for small businesses and restaurants. Bank reconciliation, accounts payable/receivable, P&L statements, and Restaurant365 integration for high-volume food service clients.
View Plans →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.
20 minutes. No sales pitch. Just a straight conversation about your federal compliance, tax, or bookkeeping situation — and whether we can help.
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