Firm Profile

We believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success.

We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen. Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.

Tom Owen, company founder and managing member, has nearly forty years of experience as an accounting and tax professional in national, regional, and local firms. Over his career, Mr. Owen has developed a solid reputation among his peers for being a technician and an excellent technical research and resource individual. Additionally, he has cultivated professional associations with peers and other financial executives, attorneys, bankers and insurance professionals who are often able to provide seamless assistance when needed with solving business, personal, tax and financial planning issues. This extensive experience with businesses and individuals has provided a solid framework for providing efficient and effective solutions for his clients.

Mr. Owen serves a wide array of clients, offering industry specializations in construction, real estate and lending institutions. Other business areas in which Mr. Owen has developed significant experience include transportation, manufacturing and health care providers. Additionally, he has been active in assisting individuals with establishing their own businesses in multiple states. Over his career, he has:

Tom Owen has been an active participant in professional organizations, including previously holding the office of President, in the Richmond Chapter of the Institute of Management Accountants, the Central Virginia Chapter of the Construction Financial Management Association and the Virginia Council of the Institute of Management Accountants.