Patriots Tax & Accounting Services - Serving Fredericksburg, VA

If you're a hardworking business owner who needs your company's financial systems optimized, look no further than Patriots Tax & Accounting Service. We are a full-service accounting firm dedicated to assisting small to medium-sized businesses throughout the fiscal year. Our team aims to increase your financial position by cleaning up your books, reducing taxes, and providing exceptional financial practices you can utilize for years. Our skilled CPAs are friendly and passionate about saving you time, money, and energy so that you can pour them back into your establishment.

Located in Fredericksburg, we have been proudly assisting the businesses of our beloved community for years. Does your small business require robust accounting assistance like bookkeeping and payroll services? Or does your medium-sized establishment need reliable tax preparation for ideal IRS compliance and deductions? Our accountants will untangle the complexities of your finances and provide the valuable information needed to build a sturdy financial foundation. Our team also proudly offers all our services in English, Russian, Arabic, Filipino, and Spanish. Contact us today for a consultation!

We take great pride and satisfaction in helping the local businesses of our city blossom into their full potential. Our accounting firm can assist every function of your business finances involving ourselves as little or as much as you need. We wish to help you grow and reach your next phase of success with focused, productive accounting solutions at your disposal. Our CPAs bring both accounting and operation experience to the table, informing you on how to improve revenue, cut costs, and care for the health of your business.

We are ready and able to begin tailoring our services to your needs today. Our quality services include, but are not limited to:

After spending over 20+ years in the Accounting & Finance fields as a Controller and CFO, working for global and fortune 100 companies, Carlo decided to dedicate his expertise to small to medium-sized businesses tailored accounting service that empower them to focus on their core business and help them grow.

Carlo holds an active CPA license in VA and PA and is a member of the American Institute of Certified Public Accountants. He has business and accounting experience in many professional fields such as Medical, Real Estate, Manufacturing, Hospitality, Food and Retail.

Carlo’s vision, which transformed into Patriots Tax & Accounting Service (PTA), is to provide these businesses a professional and affordable service model that is typically available only to larger size companies.

PTA is much more than a Bookkeeping and Tax service company. Carlo partnered with and invested in the best expertise in the market to create a one of a kind consultative approach that includes business planning and coaching, tax planning, business strategy, forecasting and budgeting.

Mary is a Corporate Executive with over 20+ years in the Sales, Business Strategy, and Business Operations fields. She offers coaching services for small to medium sized businesses to maximize their revenue potential, create a healthy team culture, build the right strategy to achieve results, and learn to professionally and efficiently handle all aspects of their operations (Sales, HR, Purchasing, etc.).

Mary holds a degree in Accounting. She is also a certified Life Coach, Business Coach, Master Trainer, and Master Public Speaker. She is a world traveler providing business consulting services for companies all around the world. She spoke in many high profile events and TV shows and has worked with Conglomerates and Fortune companies in many fields such as Technology, Hospitality, Food and Retail.

Mary’s passion in life is to make a positive impact in the world, contributing to her community, and helping others reach their goals and achieve their dreams. Amongst her peers and friends, she has always been known to be the queen of solving problems and helping entrepreneurs and leaders create bridges to connect their today with their wanted potential.

Mary loves music, dining out, and traveling. She loves supporting local businesses and spending her free time with Carlo and their three kids.

Honesty, respect, passion, and integrity are her core values and what guides all the decisions at Patriots Tax. They are profound to create a positive community and it all starts within.

Joe holds a degree in Accounting and an active CPA license. His expertise in analyzing financial details and mastery of Quickbooks products as a Certified Professional Advisor will save you time on your bookkeeping, payroll, and taxation needs.

He has an extensive accounting experience in the Manufacturing Industry serving as a former Financial Analyst of a multibillion-dollar conglomerate, and in the Real Estate Industry as a consultant specifically on Financial Feasibility Planning of huge property developer companies. As young as 25, he is already a shareholder and a former Corporate Treasurer of a global leader company in providing IT field services.

Joe has been awarded with the University’s Best Research Study in his collegiate years and Employee of the Year Award on his previous careers. With his skills, professional experience, and dedication to help our clients succeed, he strongly believes that creating good rapport while maintaining focus on integrity in following accounting best practices and principles is the key to achieve the best financial results.

Sarah is a tax specialist boasting over a decade of diverse experience in customer service, hospitality, and administration. With an unwavering commitment to precision and a genuine passion for numbers, Sarah adeptly navigates the complexities of tax forms and regulations with accuracy and integrity.

Originally pursuing a career in culinary arts to become a pastry chef, Sarah discovered her true calling in hospitality and people-centric care. Transitioning into hotel management after earning her bachelor’s degree, she excelled in ensuring properties met stringent cleanliness and brand standards during audits.

As life unfolded and Sarah embraced motherhood with her husband, she redirected her career focus to customer service industries and eventually found her niche in tax preparation. Her dedication led her to achieve IRS certification as an Enrolled Agent.

Beyond her professional pursuits, Sarah is a music enthusiast and pop culture trivia aficionado. During her leisure time, she engages in activities such as painting, baking, exploring new ways to stay active, and actively participating in her church community. Based in Fredericksburg, she shares her life with her husband and two young children.

Sarah's innate love for serving others, coupled with her extensive background in customer service, ensures that every client she engages with experiences a sense of ease and confidence, knowing that their needs are fully understood and meticulously addressed.

MAXIMIZE YOUR TAX SAVINGS TODAY

A Trustworthy Fredericksburg Local & Virtual Virginia Accounting Firm

Comprehensive & Personalized Financial Services

Meet Our Team in Fredericksburg, VA

Our Founder, Carlo

Mary, Chief Operating Officer

Joe, Accountant

Sarah, Tax Specialist