Virginia Estate and Retirement Planning Advisors, Inc.
Financial advisor reviewing a plan with clients in their fifties

TAX ADVICE

Tax Reduction And Wealth Preservation.

Through our affiliate Virginia Tax Center, Inc., clients have access to CPAs with more than 60 years of collective experience.

30+

Years Experience

800+

Retirees Guided

7+

Locations

Tax Preparation. Proactive Advice.

Through affiliated Virginia Tax Center, Inc., clients have access to CPAs who prepare returns, provide accounting services, and offer proactive tax-reduction advice.

Why It Matters

Tax Reduction And Wealth Preservation.

The tax laws are always changing. The official service combines return preparation and accounting with proactive advice on tax-reduction strategies.

60+ Years

Collective CPA experience published by Virginia Tax Center.

Fine-Tooth-Comb Review

A detailed review of the prior year's tax return.

No Obligation

The official site offers the review free of charge and without obligation.

What We Help With

Comprehensive Tax Strategies Tailored To You.

Tax Return Preparation

Tax-return preparation is available through affiliated Virginia Tax Center CPAs.

Accounting Services

Clients can access professional accounting services through Virginia Tax Center, Inc.

Proactive Tax Reduction

CPAs provide proactive advice on tax-reduction strategies, not only return preparation.

Official Tax Services

A Thoughtful Process. Year-Round Guidance.

Learn About Our Fiduciary Commitment

Tax Services Available Through Virginia Tax Center

Official Service

Tax Returns

Accounting

Tax Reduction

Prior-Year Return

Published Offering

Preparation by affiliated CPAs

Professional accounting services

Proactive strategy advice

Free, no-obligation review

Portrait of Thomas P. Marshall

Advisor Spotlight

Leadership. Vision. Purpose.
Thomas P. Marshall

Tom founded VERPA with a simple belief: an educated investor is our best client. His leadership is rooted in transparency, independence, and a lifelong commitment to helping families retire with confidence.

  • President
  • MBA
  • MDiv
  • Vanderbilt University
  • Virginia Union University
  • Virginia Military Institute
  • ● Author of More Retirement Smarts: Plan Well and Retire Well
View Full Profile

Frequently Asked Questions

Common Questions About Tax Advice.

Can you prepare my tax return?

Yes. Through affiliated Virginia Tax Center, Inc., clients have access to CPAs who prepare tax returns, provide accounting services, and offer proactive tax-reduction advice.

Who provides the tax services?

Tax services are available through affiliated Virginia Tax Center, Inc., whose CPAs have more than 60 years of collective experience according to the official website.

Can I request a review of last year's return?

Yes. The official Tax Advice page offers a free, no-obligation review of the prior year's tax return.

Start The Conversation

Keep More Of What You've Worked So Hard To Build.

Speak with a fiduciary advisor who will take the time to understand your goals and answer your questions.

Active midlife couple walking together in a park

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