What documents do I need for tax preparation services?

Most clients should provide income records, tax forms, expense documentation, and any IRS notices related to the current filing year.

Can you prepare both simple and complex tax returns?

Yes. We assist with a wide range of tax situations, including individual filings and more detailed financial reporting needs.

How early should I schedule my tax preparation appointment?

Scheduling early helps provide more time to organize documents, review financial details, and avoid filing season delays.

Do you provide virtual tax preparation appointments?

Yes. We offer secure virtual appointments for clients who prefer remote tax preparation and document sharing services.

Why should I work with a CPA for tax preparation?

Working with a CPA helps ensure filings are accurate, compliant, and supported by professional financial guidance year-round.

Individual Tax Preparation in Richmond VA

Filing your taxes shouldn’t feel overwhelming. At CD Torrance and Associates CPA, we help individuals throughout Richmond, Henrico, Glen Allen, and Midlothian navigate tax season with ease and accuracy. Led by Catherine Torrance-Rochttis, CPA, our firm draws on decades of financial experience and over five years of advanced tax preparation specialization for private individuals. We prioritize a clear, educational approach, ensuring you understand your filing options and receive every deduction you’re entitled to. Whether your return is straightforward or involves multiple income streams, rental properties, or other complexities, our process is designed to minimize your liability and give you peace of mind. With both in-person and virtual appointments, we make professional tax support accessible no matter where life takes you.

Entrusting your personal taxes to a licensed CPA means more than just a clean return—it’s about building a long-term partnership for financial clarity. At CD Torrance and Associates, we’re committed to delivering technical accuracy and proactive guidance for every client. Our founder’s credentials include a CPA license, an MBA, and a proven track record as both a Tax Manager and Master Tax Advisor, with consistent five-star client ratings. We understand the unique tax considerations of Virginia residents, as well as the needs of clients with out-of-state or international ties. Our process includes a thorough review of your documentation, detailed explanations at every step, and personalized recommendations to help you plan for the future. Our clients rely on us not just for filing, but for trusted answers all year—from IRS letter support to understanding your tax position as life evolves.

When you choose CD Torrance and Associates CPA for your individual tax preparation, you benefit from a process built on transparency and efficiency. We recommend scheduling an appointment (in-person at our Henrico office near Tuckahoe or virtually), so we can dedicate focused time to your unique tax profile. Pricing for individual tax returns starts at $325, with most clients investing $400 to $700, depending on complexity—always discussed upfront. During your appointment, we review income sources, deductions, and credits, answer your questions in plain language, and ensure all state and federal requirements are met. If you need an extension, we handle it as part of your filing—not as a separate service—keeping you compliant and stress-free. Our secure digital portal and custom record-keeping system make document collection and tracking simple, so you stay organized year-round.

Our commitment to you doesn’t end when your return is filed. CD Torrance and Associates CPA offers ongoing support to Richmond-area individuals seeking proactive financial insight and peace of mind. We’re here year-round to answer tax questions, clarify IRS notices, and provide tips through our Practice Panda newsletter. Whether you’re a first-time filer, a retiree, or navigating new life changes, you’ll always receive clear explanations and timely responses. Our approach is rooted in trust and education, so you feel empowered to make sound financial decisions—not just at tax time, but every day. With a single, convenient office on Gayton Road and a reputation for responsive service, we’re proud to be the approachable authority for individual tax preparation in the Richmond Metro area and beyond.

What documents do I need for tax preparation services?
Most clients should provide income records, tax forms, expense documentation, and any IRS notices related to the current filing year.
Can you prepare both simple and complex tax returns?
Yes. We assist with a wide range of tax situations, including individual filings and more detailed financial reporting needs.
How early should I schedule my tax preparation appointment?
Scheduling early helps provide more time to organize documents, review financial details, and avoid filing season delays.
Do you provide virtual tax preparation appointments?
Yes. We offer secure virtual appointments for clients who prefer remote tax preparation and document sharing services.
Why should I work with a CPA for tax preparation?
Working with a CPA helps ensure filings are accurate, compliant, and supported by professional financial guidance year-round.