Adrian U. Taylor,
CPA, PFS

 

About Adrian

Adrian began her career at YHB in 1999, with a B.B. A. from Old Dominion University. She is a Personal Finance Specialist (PFS) as well as certified in Strategy & Performance Management from Mentor Plus. She is a member of the American Institute of Certified Public Accountants and the Virginia Society of Certified Public Accountants (VSCPA). She is also an Evaluator for the VSCPA Educational Foundation Scholarship Selection Committee, a Board Member of the Dental Clinic of Northern Shenandoah Valley and a Board Member of the Top of Virginia Regional Chamber

Experience

Adrian provides individual and business tax planning, compliance and consulting services to a broad range of clients ranging from family-owned businesses to personal service corporations.  She works with businesses and their owners, as well as other successful individuals, with strategic and financial planning. In addition to serving clients, Adrian provides mentoring and tax training for YHB staff members as well as educating local students on the opportunities available for those considering careers in accounting.

Expertise

Adrian specializes in providing tax and consulting services to individuals, partnerships and corporations.  She has extensive experience with the tax and financial challenges business owner’s face.  The Personal Financial Specialist (PFS) certification allows Adrian to combine her tax expertise with her knowledge of financial planning to provide clients with comprehensive financial strategies.

APPROACH

One of Adrian’s greatest strengths is her ability to help business owner’s understand and analyze their financial data to enable them to make informed business decisions.  She enjoys working with clients to develop effective tax and financial plans then helping them measure their progress.  In addition, Adrian believes communication is critical and is continually working with clients to keep them up to date on current developments and tax law changes.

INVOLVEMENT & MEMBERSHIPS

American Institute of Certified Public Accountants, Member
Virginia Society of Certified Public Accountants (VSCPA), Member
VSCPA Educational Foundation Scholarship Selection Committee, Evaluator
Dental Clinic of Northern Shenandoah Valley, Board Member
Top of Virginia Regional Chamber Valley Business Women, Committee Member

Education & Achievements

B.B.A. from Old Dominion University
Personal Financial Specialist (PFS)
Certificate in Strategy and Performance Management from Mentor Plus

OTHER INTERESTS

Adrian enjoys spending time with her husband and four children, and running.