Certified Public Accountant
CPAs are licensed by a state board of accountancy after passing a rigorous national exam and meeting education and experience requirements. They're held to professional ethics standards and continuing-education rules.
Individual tax preparation · Roanoke, VA
Your taxes, handled by a Roanoke CPA & Enrolled Agent.
McNeil & McNeil Accounting helps individuals and families across the Roanoke Valley and New River Valley file accurate federal and Virginia returns, plan ahead, and get straight answers when the IRS sends a letter, backed by nearly 20 years of experience.
- CPACertified Public Accountant
- EAEnrolled Agent, licensed by the IRS
- ~20 yrsNearly two decades in practice
Serving the Roanoke Valley & New River Valley
Roanoke Valley
- Roanoke
- Salem
- Vinton
- Roanoke County
New River Valley
- Christiansburg
- Blacksburg
- Radford
- Montgomery County
Why a CPA & EA
Two credentials, one goal: getting your taxes right.
Software and seasonal storefronts can get a return filed. What they can't always give you is a credentialed professional who understands your whole situation and is still around when questions come up in July.
Enrolled Agent
Enrolled Agents are federally licensed by the IRS and specialize in taxation. It's the highest credential the IRS awards, and it allows an EA to represent taxpayers before the IRS on audits, collections, and appeals.
Both, in one person
Pete McNeil holds both credentials and has practiced for nearly 20 years. That means careful preparation up front, and someone qualified to speak for you if the IRS ever has questions.
- Year-round, not seasonal. Tax questions don't stop on April 15, and neither do we.
- Federal and Virginia, together. Your state return is prepared alongside your federal return, not as an afterthought.
- Real answers, in plain English. We'll explain what's on your return and why.
- Personal, not high-volume. A focused Roanoke practice where your return gets careful, individual attention.
- Confidential, always. Client relationships stay private. We don't publicize who we work with.
- Someone in your corner. If the IRS ever has questions, you have a credentialed professional who can represent you.
Services for individuals
Simple return or complicated year, we can help.
We prepare all kinds of individual returns. Whether you have a single W-2 or a mix of side income, rentals, and investments, you're welcome here.
-
Federal & Virginia individual returns
Individual and family returns of every size, from a single W-2 to a multi-schedule return: dependents, credits, itemized deductions, education and childcare expenses, and part-year or nonresident Virginia returns. Every return gets careful, personal attention.
-
Self-employed & side income
Freelancers, contractors, gig workers, and side businesses: Schedule C, self-employment tax, business expenses, and 1099 income.
-
Rental property
Income and expenses for rental homes and units, depreciation, and the reporting that comes with being a landlord.
-
Retirement & investment income
Social Security, pensions, IRA and 401(k) distributions, dividends, interest, and capital gains from investment accounts.
-
Prior-year & amended returns
Behind on filing, or found a mistake on a return you already filed? We can help you catch up or correct it.
-
IRS notices & representation
Got a letter from the IRS or Virginia Tax? We'll help you understand it and respond. As an EA and CPA, Pete can represent you before the IRS.
-
Tax planning & estimated payments
Plan for life changes, avoid surprises, and set up quarterly estimated payments if you have income without withholding.
Payroll
Payroll for established businesses.
For established businesses that run regular payroll, we take care of the recurring work and the filings that come with it, so it's done accurately and on time.
Ask about payroll-
Payroll processing
Regular, accurate payroll for your employees on your schedule.
-
Federal & Virginia payroll tax filings and deposits
Quarterly and annual payroll tax returns and the deposits that go with them.
-
W-2s & year-end reporting
Employee W-2s and the year-end filings that close out your payroll year.
For bookkeeping and business accounting, we serve a select group of established small businesses; new business engagements are by referral.
Who we help
Neighbors across the Roanoke & New River Valleys.
We work with individuals and families in all kinds of situations, including:
- Individuals & families who want their return done right and explained clearly.
- Retirees navigating Social Security, pensions, and required distributions.
- Self-employed people with 1099s, side gigs, or freelance work.
- Landlords with one rental or several.
- Anyone with an IRS letter or unfiled returns who wants to get it resolved.
- New Virginians who moved here mid-year and have more than one state to file.
How it works
Three simple steps.
-
Get in touch
Send a quick note about your situation using the form below or by email. We'll follow up to talk it through.
-
Share your documents
We'll tell you what to gather and how to share it securely. No guessing about what's needed.
-
Review & file
We prepare your return, walk you through it, and file once you approve. And we're here year-round if questions come up.
About the firm
Meet Pete McNeil, CPA, EA.
Pete McNeil is both a Certified Public Accountant and an Enrolled Agent, and has been practicing for nearly 20 years. At McNeil & McNeil Accounting in Roanoke, he focuses on helping individuals and families get their taxes right, explaining things clearly, and being available when questions come up during the year.
Pete earned his accounting degree at James Madison University and loves being part of the Roanoke community. Outside of work, he enjoys spending time with his wife and three kids and keeping up with sports.
What should I bring or send for my tax return?
Generally: last year's federal and Virginia returns (if you're a new client), photo ID, and Social Security numbers and birthdates for everyone on the return. Then your income documents (W-2s, 1099s, Social Security and retirement statements, brokerage statements, K-1s), records for deductions and credits (mortgage interest, property tax, charitable gifts, childcare, education costs), and any letters from the IRS or Virginia Tax.
If you're self-employed or own rental property, bring your income and expense totals too. Once we talk, we'll give you a checklist tailored to your situation.
Do you prepare Virginia state returns?
Yes. We prepare your Virginia return along with your federal return, including part-year and nonresident returns if you moved into or out of Virginia during the year.
I got a letter from the IRS. Can you help?
Yes. Don't ignore it, and try not to panic. Many notices are routine. Send us a copy and we'll help you understand what it means and how to respond. As both an Enrolled Agent and a CPA, Pete is authorized to represent taxpayers before the IRS, so with your authorization he can deal with the IRS on your behalf. We can also help with letters from Virginia Tax.
I haven't filed in a few years. Is it too late?
It's usually better to file late than not at all, and we can help you catch up on prior-year returns. Reach out and we'll talk through where things stand.
Do I have to come in, or can we work remotely?
Get in touch and we'll talk about what works best for you. Please don't email Social Security numbers or tax documents as ordinary attachments. When you're ready to share documents, we'll explain the secure way to send them.
How much does tax preparation cost?
It depends on what's involved in your return. Contact us with a brief description of your situation and we'll discuss fees before any work begins.
Contact
Let's talk about your taxes.
The easiest way to reach us is the form. Tell us a little about your situation and we'll reply by email to set up a consultation.
- Prefer email?
- pete@mcneilandmcneil.com
- Location
- Roanoke, VA
Please don't include Social Security numbers or other sensitive financial details in email or in this form.