Services About
Links Contact Us  
 

Richmond’s Complete Tax Compliance Firm

The Tax Complex offers tax compliance, accounting, and planning services for individuals, trusts, estates, businesses, and charitable institutions. The Tax Complex does not sell, endorse, or receive commissions from investment vehicles, mutual funds, or insurance products. While offering comprehensive estate planning services, The Tax Complex staff does not draft any legal documents.

The Members of The Tax Complex are:

Kenneth H. Jones – B.A. Economics, Davidson College. Over 25 years tax experience. Actively involved in many philanthropic endeavors over the years. Specializes in tax return preparation and planning. Currently responsible for small business, corporate, partnership and individual income tax compliance and planning as the Chairman of the Board of The Tax Complex.

Frances F. Goldman, JD, CPA. – B.S. in Accounting, University of South Carolina; J.D., Wake Forest School of Law. Over 25 years tax experience. Actively involved in The Community Tax Law Project. Member of the North Carolina and Virginia Bars; licensed in North Carolina as a CPA; U.S. Tax Court. Currently responsible for trust and estate tax compliance, post-mortem planning including estate administration, and tax and estate planning as President of The Tax Complex.

Cindy T. Greer, EA– Executive Vice President and Operations Manager. Over 25 years tax experience. Responsible for individual income tax preparation and planning, client database, and return production and processing. Currently oversees the individual and gift tax return preparation functions of The Tax Complex as well as operations and personnel.

James T. Short, CPA – B.A. in Accounting, Virginia Polytechnic Institute and State University (VA Tech); over 15 years tax experience. Expertise includes trust and estate tax compliance and planning, court accountings and other compliance reporting for the Commissioners of Accounts for estates and trusts, IRA compliance, and individual income tax return review. Vice President of The Tax Complex.

The Professional Staff of The Tax Complex includes:

Scott A. Beavers, CPA – Economics and Business Major, Emory and Henry College; Master of Taxation, Virginia Polytechnic Institute and State University; over 25 years tax experience. Expertise includes preparation of charitable trust and foundation tax returns as well as individual income tax return preparation and review. Senior Tax Accountant for The Tax Complex.

James A. (Jim) MorrisonB.A., University of Michigan; MBA Candidate, University of Texas (Austin). Prior to joining The Tax Complex, corporate senior accountant at Luckstone Corporation for 6 years; tax consultant at Freeport-McMoRan, Inc. for 7 years. Now responsible for tax compliance and planning for small businesses for The Tax Complex.

Sheryl Soliman, Office Manager

The Part-time Professional Staff of The Tax Complex includes:

Kelly S. Aderhold, CPA

Sharon C. Featherston

Caroline A. Hansen, EA

Taryne Somerville

© 2011 - 2016 The Tax Complex, LC | 1650 Willow Lawn Drive, Suite 200, Richmond, Virginia 23230 | (804) 282-2444
Home | Services | About | Links | Contact Us | Privacy Policy