Richmond’s Complete Tax Compliance Firm

The Tax Complex offers tax compliance, accounting, and planning services for individuals, trusts, estates, and businesses. 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 35 years tax experience. Member of the North Carolina and Virginia Bars; licensed in North Carolina as a CPA; U.S. Tax Court. Focuses on trust, estate, and individual tax work, including 706 preparation, post-mortem and estate tax planning. Co-founding partner and President of The Tax Complex.

James T. Short, CPA

B.A. in Accounting, Virginia Polytechnic Institute and State University (VA Tech); over 25 years tax experience. Expertise includes trust and estate tax compliance and planning, court accountings for estates and trusts, IRA and individual income tax compliance. Executive Vice President of The Tax Complex.

Joseph A. Sabatini II-EA (Enrolled Agent)

Executive Vice President and Managing Partner. U.S. Air Force Veteran, Chapman University; with over 25 years of tax experience. Expertise includes individual, partnership, LLC and corporate tax return preparation. Individual tax planning and projections as well as small business planning, bookkeeping and write up work.

Cindy T. Greer, EA

Our co-founding partner retired on December 31, 2024. She made us run on time! She is sorely missed.

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.

The Professional Staff of The Tax Complex includes:

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 30 years of accounting experience.

Allison Bruce

Administrative Director

Kelly Sweeney and Caitlin Featherston

Administrative Assistants

The Additional Professional Staff of The Tax Complex: