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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:
Frances F. Goldman, JD, CPA. – B.S. in Accounting, University of South Carolina; J.D., Wake Forest School of Law. Over 30 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. Chair of Richmond Jewish Foundation Board.
Cindy T. Greer, EA - Executive Vice President and Operations Manager. Over 30 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 20 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.
Kenneth H. Jones – Our co-founding partner died on August 28, 2019. He was a driving force in all the lives he touched. We miss him greatly each day.
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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.
Jeffrey T. Wenzig, CPA - Senior Tax Accountant specializing in small business and individual income tax compliance. He has a degree in accounting from Virginia Commonwealth University and over 25 years of accounting experience
Sheryl Soliman, Office Manager |
The Part-time Professional Staff of The Tax Complex includes:
Sharon C. Featherston
Taryne Somerville
Antonia M. Williams |
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