Welcome!

I provide accounting, tax, financial services and investment planning services to individuals and businesses.

Retirement planning, education planning, risk management and so much more. I offer my clients a multi-faceted approach to address their growing financial needs.

My Practice

I offer standard tax preparation and accounting services, as well as comprehensive investment planning. In addition to preparing and filing your tax return, I can help develop a plan that takes into account your financial circumstances and tax status, and considers your college, retirement and estate planning goals.

Services

Taxes

I provide the following tax services to individuals and businesses: tax planning, federal and state tax preparation, and standard and electronic tax filing.

Financial Services

I can provide you with valuable information to help you make important financial decisions, such as planning for retirement, buying a home, financing a college education, or investing for your family's future.

Additional Services

  • Mutual Funds
  • Bonds
  • Stocks
  • Annuities
  • Long-Term Care
  • Life Insurance
  • Business Banking
  • Consumer Banking
  • SIMPLEs
  • Limited Liability Companies
  • Long-Range Personal Planning
  • Business Tax Planning
  • Business consulting
  • Roth IRAs
  • Business Compensation Assessments and Planning
  • Accounting services
  • Business Federal and State Tax Preparation
  • Accounting consulting
  • Standard Tax Filing
  • Purchases and Sales of Businesses
  • Business Technology Assessments and Planning
  • Litigation Support for Divorces
  • Payroll reporting
  • Payroll registry
  • Corporations
  • Business Audits
  • Rollovers
  • Personal Bookkeeping
  • S-Corporations
  • Payroll checkwriting
  • IRAs
  • Individual Tax Planning
  • Small business consulting
  • Business Bookkeeping
  • Estate and Gift Tax Planning
  • SEPs
  • Partnerships
  • Medical Management Consulting
  • Individual Federal and State Tax Preparation
  • Business Valuations
  • Trusts
  • Payroll services
  • Business startup
  • Long-Range Business Planning
  • Estate Liquidation

About Me

Designations

CPA - Certified Public Accountant

Licenses

Securities
  • Exams: 66, 7
  • States: VA
Advisory
  • License: Investment Advisor Representative
  • States: VA

Resources

Advisory Services

Investor Resources



Need more information on investing? Visit these sites for more information:

About H.D. Vest

Since its inception in 1983, H.D. Vest Financial Services supports an independent network of tax and non-tax professionals who provide comprehensive financial planning solutions, including securities, insurance, money management services and banking solutions. Approximately 4,600 independent contractors manage over $30 billion in assets for some 1.8 million individuals, families and small businesses in all 50 states. President Roger Ochs continues to pursue the H.D. Vest ideal of providing innovative solutions and the latest tools and technology to help H.D. Vest Advisors meet the needs of their clients now and into the future.
http://www.hdvest.com

Contact

David Scolamiero
4445 Corporation Lane Suite #288
Virginia Beach, VA 23462

Email: ScolamieroD@hdvest.net
Phone: 757-285-7272
Fax: 757-422-0459