Thank you for visiting our website.

Dean & Company is a full-service tax and accounting firm located in Lynchburg, VA. We are committed to providing superior personal service. We specialize in business, individual, fiduciary, and non-profit tax, as wells as accounting, bookkeeping, financial statement preparation, payroll, entity selection, and more.

Sherry Clay, the owner of Dean & Company, is a Certified Public Accountant with over 20 years of experience. She has an extensive background working with various size businesses to help them them succeed and grow. Her main areas of concentration are construction, food service, retail, personal service industries, and non-profits.

Initial Consultations:

If you need tax, accounting, or consulting services, Sherry would love to meet you. If you would like to schedule an appointment to see if our firm is a good fit for you, please call our office at 434-385-5999. There is a $125 non-refundable deposit required for all initial consultation meetings of up to 1/2 hour (30 minutes) that is due at the time you schedule your meeting. The $125 non-refundable deposit will be applied to your first invoice from us if you decide to use our services. If your meeting goes over 1/2 hour (30 minutes), the fee is $250 per hour for the additional time, which is due at the conclusion of the meeting. If you simply need a quote for services without a meeting, please see our Pricing page for more information.

Secure Portal:

Our firm utilizes a secure portal system called TaxDome for document sharing, secure messaging, and e-signatures. Uploading your tax documents to the portal is the easiest and most efficient way to have your taxes prepared by our firm. You are not required to use the portal system, but failing to do so may incur additional fees to cover administrative time and supplies related to making copies of your tax documents, printing your returns to paper, and in-person signing and processing of signature forms.

History:

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, during the following 2020 tax season, but fully retired in December 2020. Unfortunately, COVID-19 took its toll.