Tax Preparation & Advisory Services | Loudoun County, VA | Beyond Compliance Tax & Advisory

Beyond Compliance Tax & Advisory

Professional Tax Services. Personal Attention.

A Different Kind of Accounting Firm

Beyond Compliance Tax & Advisory is built for clients who value:

  • Professional judgment
  • Clear communication
  • Personal accountability
  • A relationship—not a transaction


If that’s what you’re looking for, we’d be glad to work with you.

No call centers – No outsourcing – No “drop it and hope” prep

Your return is prepared and reviewed by professionals who know your name.

Serving clients throughout Loudoun County, VA including Leesburg, Purcellville, Round Hill, Hamilton, Hillsboro, and Lovettsville.

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Historic Loudoun County courthouse in Leesburg Virginia

Professional Tax Guidance—Delivered Personally

For more than a decade, much of the accounting profession and the fintech companies that support it have steadily widened the gap between accountants and their clients. Automation, outsourcing, and scale-first models may improve margins, but they often come at the expense of understanding, continuity, and trust.

At Beyond Compliance Tax & Advisory, our goal is different.

We combine personal attention, thoughtful, well-designed processes, and modern technology to deliver an extraordinary client experience—without losing the human connection. While many firms are focused on scaling, efficiency metrics, and building empires, we are focused on building long-term relationships with the people and families we serve.

Our Story

Founded in 2018 as The Approachable Accountant, the firm was built on a simple idea: tax advice should be both professionally sound and personally accessible. 

Like many small professional practices, the firm experienced the usual growing pains. Combined with a period of truly unexpected and challenging circumstances, those pressures gradually pulled the practice away from its original vision. 

As we approach the 2026 tax season, Beyond Compliance Tax & Advisory returns to that founding purpose—with renewed focus, refined systems, and the resources to deliver on it fully. The result is a practice that values clarity over volume, relationships over transactions, and thoughtful guidance over shortcuts. 

Client Testimonials

“Karen handled our complex multi-state S-corporation taxes with expertise and care. She knows the rules inside and out, explains things clearly, and actually cares about your business. Professional and full of smart tips that save time and money.”
— Charles D.

“Karen is hard-working and knowledgeable. She offers great advice and has her clients’ best interests at heart. Highly responsive and professional.”
— Julie K.

“Karen provides exceptional service and is very detail-oriented. When I’ve referred her to businesses, I’ve always gotten rave reviews. I know a ton of people that use her and I’ve never heard anything but praise.”
— Katherine D.

Who We Serve Best

We can assist a wide range of taxpayers, but our greatest value is delivered to individuals and households with complex tax situations, including:

  • Self-employed professionals and consultants
  • Real estate investors
  • Key employees with equity compensation
  • S-Corporation shareholders
  • Taxpayers with multiple income streams
  • Clients navigating life transitions that affect their tax picture

These situations benefit from experience, judgment, and continuity—not just software.

Our Pricing Philosophy

Most of the work we do involves complex tax returns, and our pricing reflects the level of analysis, compliance, and support required—while remaining transparent and predictable.


Our CORE tax preparation fee of $695 includes, when applicable:

  • Schedule A (itemized deductions)
  • One long-term rental property
  • A low-activity side hustle or Schedule C business
  • 1–2 brokerage accounts
  • In most cases, the sale of a primary residence
  • 1-2 state returns


Additional notes:

  • Established rental properties are billed at a lower rate than in prior years.
  • New rental properties require a one-time setup fee to properly establish depreciation and compliance.


Our fees are highly competitive with most local firms as well as retail and online tax preparers. Don’t be fooled by the advertised “get started” price!

Simple Returns (Flat-Fee Service)

For clients with straightforward tax situations, we offer a flat-fee tax preparation service designed for efficiency and clarity.


Flat Fee: $495

A “simple return” generally includes:

  • 5–6 IRS information documents (W-2, 1099, 1098)
  • Itemized deductions (Schedule A)
  • Child Tax Credit and Other Dependent Credit
  • Credit for Child and Dependent Care Expenses
  • IRA and 529 plan contributions
  • Social Security income

This service does not include:

  • Self-employment or small business activity
  • Rental property or other real estate activity
  • Retirement income other than Social Security
  • Brokerage or investment accounts
  • K-1 income
  • Sale of a primary residence

If your situation falls outside these parameters, we are happy to discuss the appropriate service level to ensure your return is prepared carefully and completely.


Business Returns

Business Returns (Forms 1120, 1120S, 1065) start at $850 for new clients and only rarely exceed $1,000.

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Our Process (What to Expect)

Our process is designed to reduce friction, eliminate unnecessary back-and-forth, and move your return forward efficiently:

  • You will complete a smart organizer that uses conditional logic to collect only the information relevant to your situation.
  • Supporting documents can be uploaded securely through the portal at any time.
  • Your return enters active preparation only after the organizer is submitted, even if documents have already been uploaded.
  • While there are no hard deadlines for submitting materials, delays in providing complete information may affect turnaround time and filing order.


Clients who follow the process consistently experience faster completion and fewer follow-up questions. The portal is your central hub—and the best way to keep your return moving smoothly.


Engagement & Communication


Your engagement with Beyond Compliance Tax & Advisory begins upon receipt of payment and acceptance of the Letter of Engagement. That agreement outlines:

  • The scope of services provided
  • Client and firm responsibilities
  • Communication expectations
  • Billing terms and limitations


We encourage all clients to review the Letter of Engagement carefully and reach out with any questions before proceeding. Transparency and alignment up front lead to better outcomes for everyone.

Ready to Work Together?

Schedule a 20-minute discovery call to discuss your tax situation and see if we’re a good fit.

Schedule a Discovery Call

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