Tax Preparation in Fredericksburg, VA for Individuals & Small Businesses

Timeless Tax & Accounting offers professional tax preparation in Fredericksburg, VA for individuals, families, small businesses and corporations. Our IRS-registered preparers handle your federal and Virginia returns together, explain what changed this year, and e-file everything so you can get on with your life. Whether you have a single W-2 or a side business, a rental property and a military move, we will sort it out with you.

Who our Fredericksburg tax preparation service is for

Most of our clients live or work in the Fredericksburg region, from Spotsylvania and Stafford to King George and Caroline. Their tax situations are as varied as the area itself.

Individuals and families

• W-2 employees, including federal workers and contractors who commute to Northern Virginia or DC.
• Self-employed and gig workers who receive 1099s and need help with business expenses, mileage and estimated taxes.
• Landlords with one or more rental properties.
• Military families stationed near Quantico, Dahlgren or Fort A.P. Hill, including households where the service member keeps a home-of-record in another state.
• Retirees with Social Security, pensions, IRA withdrawals or investment income.
• Multi-state filers, such as people who moved into or out of Virginia during the year or earn income in another state.

Small businesses

We prepare returns for sole proprietors filing Schedule C, and we work with partnerships and S corporations on their business returns and the owners' personal returns. If your books need attention before tax time, our bookkeeping service can get them ready first.

What's included

• A review of your documents and last year's return so nothing carries over incorrectly
• Your federal return, plus the Virginia return (resident, part-year or nonresident) when you need one
• A look at deductions and credits you may qualify for, including the newer deductions for tips, overtime and seniors that run from 2025 through 2028
• A walk-through of the finished return before it is filed, in plain English
• IRS and Virginia e-file, with refunds by direct deposit when you choose it
• A copy of your completed return for your records
• Answers to follow-up questions, such as a letter that arrives after you file

Tax law changed significantly for 2026. Our guide to the 2026 tax law changes from the One Big Beautiful Bill covers what is new.

Our tax preparation process

1. Book your appointment. Choose a time on our online scheduler or call (540) 479-1500.
2. Bring or send your documents. Drop them off at the office, bring them to your appointment, or upload them through our secure client portal.
3. We prepare and review. We prepare your return, flag anything that is missing, and go over the results with you, including any balance due or refund.
4. E-file. Once you approve and sign, we e-file your federal and Virginia returns.
5. Your copy and follow-up. You get a copy of your return, and we stay available for questions about refunds or IRS letters.

What to bring to your appointment

A complete set of documents is the single biggest factor in an accurate return. Here is the short version; our full tax document checklist covers every situation, from childcare costs to crypto.

Missing a form? Bring what you have. We will tell you exactly what is still needed, and you can upload it through the portal later.

Federal and Virginia returns, filed together

We prepare your federal Form 1040 and your Virginia return at the same time, so the numbers match and nothing is entered twice. For tax year 2026, federal returns are due Thursday, April 15, 2027. Virginia's deadline is normally May 1, but May 1, 2027 is a Saturday, and Virginia Tax moves weekend due dates to the next business day, which makes it Monday, May 3, 2027.

A few Virginia situations come up often in the Fredericksburg area:

• Moving in or out of Virginia. A mid-year move usually means a part-year resident return, with income split between states.
• Working in Maryland or DC. Virginia residents who commute to a job in Maryland or DC generally pay income tax on those wages to Virginia, not the work location, thanks to reciprocity rules and DC's treatment of nonresidents. The details matter, and so does the withholding form you give your employer.
• Military households. Residency rules for service members and spouses can change which state taxes your pay. Our military tax guide for Virginia explains the basics.

For a deeper look at the state side, see our Virginia state income tax guide.

Prior-year, unfiled and amended returns

Life happens, and sometimes a return does not get filed or gets filed with a mistake. We can help with both.

• Unfiled returns. If you are owed a refund, the IRS says you generally must file within 3 years of the return due date to claim it. If you owe, filing sooner limits penalties and interest, and it is better than letting the IRS prepare a substitute return that may not include deductions you are entitled to.
• Amended returns. To claim an additional refund, the IRS generally requires Form 1040-X within 3 years after you filed the original return or 2 years after you paid the tax, whichever is later. Recent years can be amended electronically.
• Virginia follow-up. When your federal return changes, Virginia generally expects an amended Virginia return within one year of the final federal change.

If the IRS has already sent letters or a bill, our tax resolution service can help you respond while we get the missing returns filed.

Get started with Timeless Tax

Our office is at 4608 Harrison Road in Fredericksburg, open Monday through Friday, 9:00 AM to 5:00 PM. Book your tax preparation appointment online or call (540) 479-1500. Want to lower next year's bill too? Ask about year-round tax planning.

This page is general information, not tax, legal or financial advice for your specific situation. Tax rules change often — talk with a professional before acting.