Our office location has moved! Our new location is 515 Leesville Road in Lynchburg. We are located right next to Heritage High School and Heritage Elementary School.
Ward Dean, Jr. CPA, PLLC began operating in 2003, and was the continuation of CPA firms owned by Ward Dean for over 30 years. In December 2019, Ward decided he was ready to retire. He closed his company and sold his assets to one of his employees, Sherry Clay. Ward worked as an employee under Sherry’s firm, Dean & Company CPA, L.C. during the following 2020 tax season, but fully retired in December 2020. Unfortunately, COVID-19 took its toll.
Sherry is a local Certified Public Accountant with 20 years of extensive tax and accounting experience and will continue the tradition of providing our clients with outstanding professional services. Our new firm, like the previous ones, was developed with the goal of helping small businesses and individuals be successful, and avoid conflicts with the Internal Revenue Service & Virginia Department of Taxation.
The services we provide include all income & gift tax returns, monthly or other periodic accounting, financial statement preparation, full service payroll, and consulting on issues of business management & tax resolution.
Following our long-term policy, we do not charge new clients for the first one half (1/2) hour of consultation. If we agree that our services cannot help you with your needs, you will owe nothing. Please call or email us for an appointment to see if we can help you make more money or avoid issues with the tax authorities.
Important Note: Because of time and expense, as well as a number of clients that do not use them, we will not be sending out Client Tax Organizers unless you specifically request them by phone or email.