Making Your Future a Success

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About Us

About Tate Financial Services

 TFS has been providing accounting and tax services to clients in the Shenandoah Valley for over 10 years. We pride ourselves on providing friendly, down-to-earth service to businesses and individuals. We are committed to making sure our clients are operating their finances efficiently so they can continue on the road to profitability and growth. And, when our clients have questions or concerns, we are there to provide answers and offer solutions. Contact the financial experts at TFS today to see how we can help you maximize your finances.

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Accounting Services

 Well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:

  • General ledger & financial statement preparation
  • Bookkeeping (Monthly/Quarterly/Annual)
  • Accounting system setup for new businesses
  • Computerized payroll services
  • Business tax return preparation (Sales & Use/Business Property)
  • Personal financial statements
  • Training for in-house bookkeepers.


 Your business needs to focus on the services it provides. Maintaining a complete set of financial records or bookkeeping can be costly and requires additional personnel.

We provide a solution where we can handle all aspects of your bookkeeping needs, including general ledger, accounts payable and accounts receivable and payroll. We can provide reports for your management team to review and analyze so that your business can measure its success. 

Tax Planning

 TFS believes tax planning must be addressed throughout the tax year, and we are here to answer your questions about new tax laws. Evaluating your current financial situation and developing a tax plan that is IRS compliant is the first step in building personal and business wealth. We can help you assess your existing plan, or develop a one. We suggest our clients review their tax situation before year end, allowing time to make adequate adjustments and execute tax strategies. 

Tax Preparation

 We prepare and review your tax returns to insure that your return not only is mathematically correct and includes all required forms and elections, but also maximizes the use of all available benefits and deductions in computing your income tax. TFS has a strong commitment to protecting your private information, filing your returns on time, and serving as your advocate in tax matters. We prepare returns for:

  • Businesses (sales & use tax, litter, personal property etc)
  • Corporations
  • Partnerships
  • Limited Liability Corporations (LLC)
  • Individuals

Business Consulting

 We can provide expert advice, services, and solutions to a wide range of industries. We can help your business identify issues that have a negative impact on profitability and growth. When issues are identified, we can help you develop and implement solutions that are practical and technically sound. When your business management team needs input from a financial expert to help make sound decisions when revising strategies or evaluating new ideas before they are implemented, TFS is your best resource.

Planning to start a new business? TFS can help you build a strong foundation that will support growth well into the future by carefully planning your financial operations and developing sound business processes. Our services for new businesses include:

  • Providing options for, and assisting with, securing loans
  • Assuring your procedures meet regulatory compliance requirements
  • Building a strategy that carefully considers financial impact

Computer Consulting

 We can recommend software, new hardware, modifications and upgrades for your current equipment and work with you to develop or establish a system that is ideal for your business. Because we don't sell equipment ourselves, you are assured an objective, cost-effective recommendation. Through our computer vendor partnership we can work to get you a competitive price to satisfy your IT needs. We can recommend, assist, and train your staff to utilize bookkeeping software such as Peachtree and QuickBooks. 

Contact Us

Get Started Today

Tate Financial Services

1910 Erickson Ave., Ste 8 Harrisonburg, VA 22801

(540) 434-9447

Contact Tate Financial Services

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VA Department of Taxation

Internal Revenue Service

Social Security Administration

U.S. Small Business Administration

U.S. Department of Commerce

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