Excellence in Federal Audit, Compliance, and Tax Services
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Owner & CEO
With 17+ years of federal auditing experience across SBA, VA, State Department, and CBP, I founded Valley Financial Advisors to deliver enterprise-level expertise to government agencies, federal contractors, and businesses nationwide.
Mission: Every federal dollar represents taxpayer trust. I ensure that trust is honored through robust internal controls, thorough compliance, and transparent financial management.
Valley Financial Advisors provides expert federal audit consulting, internal controls assessment, and professional tax services. Based in Stephenson, Virginia, we serve clients nationwide through 100% virtual services.
Our Approach: We partner with you to implement practical, sustainable solutions. Whether conducting an OMB A-123 assessment or preparing your taxes, you receive the same thorough, detail-oriented service that federal agencies have relied on for nearly two decades.
Conducted comprehensive audits of SBA programs, including 7(a) and 504 loan programs. Performed OMB A-123 compliance assessments and internal control evaluations. Developed audit findings and recommendations for program improvement.
Audited VA healthcare and benefits programs. Assessed internal controls over financial reporting and program operations. Conducted risk assessments and compliance reviews under GAGAS standards.
Performed audits of diplomatic operations and overseas programs. Evaluated compliance with federal regulations and internal policies. Assessed internal control systems for high-risk operations.
Conducted audits of CBP operations and trade compliance programs. Evaluated internal controls and risk management processes. Provided recommendations for operational improvements.
Expert in federal internal control requirements and assessment methodologies
Comprehensive knowledge of the Committee of Sponsoring Organizations framework
Proficient in Generally Accepted Government Auditing Standards (Yellow Book)
Design, implementation, and testing of effective internal control systems
Identification and evaluation of organizational risks and control gaps
Professional tax services for individuals, businesses, and nonprofits
With over 17 years of experience across multiple federal agencies, we understand the unique compliance requirements, audit standards, and operational challenges facing government agencies and federal contractors. Our insider perspective enables us to provide practical, effective solutions.
Our work history spans some of the most demanding federal audit environments. We've successfully conducted OMB A-123 assessments, performed GAGAS audits, and evaluated complex internal control systems across diverse federal programs.
From federal audit consulting to professional tax preparation, we provide a full spectrum of financial and compliance services. This integrated approach ensures that all aspects of your organization's needs are addressed with the same high level of expertise.
Our 100% virtual service model means you can access top-tier federal audit expertise regardless of your location. We serve clients nationwide with the same quality and responsiveness as in-person services.