Business Details
39 Years
experience
Expert Accounting & Tax Services in Middleburg, VA
Kilday CPAS has been delivering expert accounting, tax, and advisory services since 1987, founded by John D. Kilday, a CPA with a Master's in Taxation from Georgetown University. Our practice is built on decades of experience serving individuals, businesses, estates, trusts, and nonprofits, with a focus on personalized solutions tailored to each client's unique needs. John's career began in corporate finance before transitioning to direct client service, where his ability to listen and understand client goals became the cornerstone of our approach. We specialize in complex tax planning, fiduciary support, business entity advisory, and document review, ensuring compliance while maximizing financial benefits. Our team combines technical expertise with a commitment to transparency, maintaining a welcoming office environment in Middleburg, VA, while serving clients nationwide through remote communication.With over 20 years of experience in CFO advisory services, we help business owners navigate financial challenges without the cost of full-time specialists. Our work with estates and trusts includes court reporting, tax preparation, and asset valuation, guided by meticulous attention to detail. Client testimonials highlight our expertise in overcoming tax audits, international business expansion, and estate planning complexities. We prioritize long-term relationships, evidenced by clients who continue working with us across decades and geographic boundaries. Our approach balances technical precision with accessible service, ensuring clients receive both professional excellence and personal care in every interaction.
Services
Tax Preparation
Estate Planning
CFO Advisory
Bookkeeping
Document Review
Court Reporting
Tax Consulting
Transactional Consulting
Details
- Year established: 1987
Highlights and features
- We offer 35+ years of experience in accounting and tax services since 1987
- Our team provides personalized fiduciary support for estates and trusts
- We combine CPA expertise with Master's-level tax specialization
- Our clients receive tailored business advisory services without full-time costs
- We maintain long-term relationships with clients nationwide through remote access
What people say
Trusted advisor
Invaluable asset
Smart and knowledgeable
Painless process
Savviest business mind
Services
Estate & Trust Services
We provide comprehensive fiduciary support for executors, administrators, and trustees. Our services include preparing court inventories, financial accountings, and tax returns for estates and trusts. We assist with asset valuation, distribution schedules, and compliance reporting to the Commissioner of Accounts. Our expertise covers Form 706, 1040, and 1041 filings, ensuring proper tax treatment for decedents' estates and trusts while guiding fiduciaries through complex legal requirements.
CFO Advisory Services
Our contract CFO services offer strategic financial guidance for business owners. We implement financial control systems, ensure regulatory compliance, and provide risk management strategies. With experience across multiple industries, we help businesses manage creditor relationships, develop financial infrastructure, and execute special projects. Our advisory services cover cash flow management, financial reporting standards, and accrual basis accounting implementation to support informed business decision-making.
Tax Consulting & Preparation
We deliver comprehensive tax services for businesses and individuals throughout their financial lifecycle. From entity selection to business disposition, we provide strategic tax planning and return preparation for sole proprietorships, corporations, and partnerships. Our expertise includes international tax considerations, audit defense, and adapting to changing tax regulations. We focus on minimizing tax liabilities while ensuring compliance with federal and state tax requirements.
Bookkeeping & Accounting
We establish robust bookkeeping systems for accurate financial record-keeping. Our services ensure proper transaction recording, financial statement preparation, and schedule development for depreciation and amortization. We help businesses implement cash or accrual accounting methods, maintain accurate financial records, and prepare supporting documentation for audits. Our systems provide the foundation for reliable financial reporting and business analysis.
Document Review
We review estate and trust documents to identify accounting and tax implications. Our analysis helps clients understand complex legal documents, identify necessary updates due to family changes or tax law revisions, and ensure documents align with their intentions. We provide clear explanations of financial obligations and recommend adjustments to optimize tax benefits while maintaining compliance with current regulations.
People
John D. Kilday
Principal
CPA with a Master's in Taxation from Georgetown University. Practicing since 1987, specializing in fiduciary services, business advisory, and complex tax planning. Known for client-focused approach and deep understanding of tax law intricacies.
Cindy Parker
Assistant
17-year financial professional with expertise in daily money management, payroll, and client relations. Primary point of contact for clients, known for warm demeanor and comprehensive support of all firm operations.
Questions
What accounting services do you offer for businesses?
We provide bookkeeping systems setup, financial reporting, accrual/cash basis accounting implementation, depreciation schedules, and compliance support for businesses of all sizes.
How do you assist fiduciaries with estate administration?
We prepare court inventories, financial accountings, and tax returns while guiding executors through asset valuation, distribution schedules, and Commissioner of Accounts requirements.
What tax services do you provide for individuals?
We handle federal and state tax return preparation, audit defense, international tax considerations, and planning for changing tax regulations across all income levels.
Do you offer advisory services for business owners?
Yes, we provide contract CFO services including financial control systems, compliance monitoring, risk management, and strategic advisory tailored to business owners' needs.
How do you handle document review for trusts and estates?
We analyze legal documents to identify tax implications, recommend updates for changing circumstances, and explain complex provisions to ensure alignment with client intentions.
Can you assist with business entity selection and changes?
We advise on optimal business structures during formation and guide clients through entity changes considering tax implications and business goals.
