Intentional Accounting - Winchester, Virginia

Introduction to Michael Callahan and Associates

For individuals and businesses seeking a comprehensive and strategically-minded approach to financial management, Michael Callahan and Associates, operating under the banner of Intentional Accounting, presents a compelling solution. Located at 123 S Loudoun St, Winchester, VA 22601, and reachable at 03393439, their website, intentionalaccounting.com, offers a service that extends far beyond traditional accounting practices. They champion the philosophy of Intentional Accounting – a methodology focused on proactively shaping financial outcomes rather than simply reacting to them. This approach emphasizes a deep understanding of a client’s overall goals and aligning financial strategies accordingly.

Specialties and Services Offered

Michael Callahan and Associates specializes in providing a complete suite of accounting services, catering to both individual and corporate clients. Their core competencies include:

• Accounting Firm: They operate as a fully-fledged accounting firm, handling a broad range of financial tasks.
• Accountant: Experienced and certified accountants provide expert guidance and support.
• Tax Preparation: Comprehensive tax preparation services, ensuring compliance and optimized tax strategies.
• Tax Preparation Service: A dedicated tax preparation service, offering personalized attention and strategic planning.

The Intentional Accounting Philosophy

At the heart of their operation lies the concept of Intentional Accounting. This isn’t just about recording transactions; it’s about partnering with clients to develop a clear financial roadmap. The firm’s approach involves:

• Strategic Financial Planning: Regular meetings are held to discuss a client’s long-term financial goals and develop a plan to achieve them.
• Collaboration: Michael Callahan and Associates actively collaborates with clients’ financial advisors and other professionals to create a holistic financial strategy.
• Proactive Tax Planning: They go beyond simply preparing tax returns; they actively seek out opportunities to minimize tax liabilities through strategic planning.
• Ongoing Support: Clients have access to immediate support for their tax questions, ensuring peace of mind and informed decision-making.

Accessibility and Client Experience

Michael Callahan and Associates prioritizes client accessibility and satisfaction. The office is wheelchair accessible, featuring a wheelchair accessible parking lot and a wheelchair accessible restroom. Furthermore, the company boasts an impressive average Google My Business rating of 4.5 out of 5, reflecting the overwhelmingly positive experiences of their clients. The high number of reviews (33) underscores the consistent quality of their services and the dedication of their staff. Clients consistently praise the staff for their super friendly and knowledgeable demeanor, highlighting their ability to handle stressful situations with calm and professional manner. Many clients, like those who have been working with them for the past 5 years, appreciate the firm’s commitment to providing ongoing support and strategic guidance, extending beyond basic accounting services to encompass a deeper understanding of their financial strategy.

Location and Contact Information

Address: 123 S Loudoun St, Winchester, VA 22601

Phone: 03393439

Website: intentionalaccounting.com

Why Choose Intentional Accounting

Michael Callahan and Associates distinguishes itself through its commitment to Intentional Accounting, its collaborative approach, and its dedication to client success. They offer a level of personalized service that is often lacking in larger accounting firms. The firm’s ability to connect clients with their financial advisors and other professionals demonstrates a genuine desire to help clients achieve their full financial potential. The positive client feedback, indicated by the high average rating and numerous reviews, further solidifies their reputation as a reliable and trustworthy partner. Clients appreciate the convenience of readily available assistance with tax questions, reinforcing the firm’s responsiveness and commitment to providing comprehensive support. The firm’s long-standing relationships with clients, evidenced by multi-year engagements, highlight their value and reliability.

👍 Reviews of Intentional Accounting

Jerry H.

5/5

The staff is super friendly and knowledgeable. They know how to take a stressful situation and see it thru in a calm and professional manner.

dave H.

5/5

My Companies have been working with Michael Callahan and Associates for the past 5 years. In addition to taking care of all of our companies tax and payroll needs Michael and I meet a few times per year to go over my financial strategy. Michael then works with me, my financial adviser, and others to make sure we stay on track. When I have a tax question an answer is just a phone call away. I highly recommend Michael Callahan and Associates.

Debbie W.

5/5

Michael Callahan & Associates provides everything you need in setting up and accounting/bookkeeping services. As a member of two non-profits, they made this an easy transition. The staff is extremely knowledgeable, helpful and thorough. If you have questions, you get a quick reply. I find their fees and charges are very reasonable. They are a community oriented business. You can't go wrong with Michael Callahan & Associates.

NVB C.

5/5

We made the switch to Callahan Associates last year and cant me more pleased. They made the switch super easy and everything is done digital. We dont have to spend time driving and dropping off papers anymore. I am really happy about that. Upload the files and send them, no more storing paper or wasting time. Thanks Callahan and Associates.!

Precision B. &. I.

5/5

After paperwork was sent to me for review, Michael went out of his way to ask me personally if everything looked ok. He took the time to go over everything with me and explain. In the end, he was able to save me $1000 of the $1300 I would have owed (federal & state combined). Completely happy!!!

Sharon I.

5/5

One thing I personally like with Intentional Accounting is responding to any questions in a quick and timely manner. Also, they took extra time with me to collaborate and research on a state document which resulted in changing all tax returns. They were completed in less than 24 hours and made the tax deadline.

John L.

5/5

We are a non-profit organization that conducts several events annually to raise funds for various charities. We reached out to Michael Callahan Accounting to help with tax preparation due to a large donation amount that went through our account in 2019. This money was in support of a retired Navy Seal that was in a horrific car accident. We raised over $130,000.00 for this individual to help pay for medical expenses. Michael Callahan's team was very professional, helpful and made us feel like we were a million dollar organization! Special thanks to Joel Smith who was our point of contact for services. Joel has been very helpful and has been a pleasure to work with. We have since signed on with the Michael Callahan team and they have help us with 2018, and 2020 taxes as well. Looking forward to a long relationship with MCA!!

Debra S.

5/5

My stars will go to Melanie Atkinson! Melanie was my point of contact and I can't say enough positive things about her. Every time we spoke she always stayed professional but with a great cheerful attitude. She has now been promoted, which is not a surprise, she is very good at her job! Congrats!

My new point of contact is Diane Norton, she has been great to work with and I look forward to creating a good relationship with her as well.

Thank you,
Debra Smith
Power Concepts Inc.