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James V. Rizzo & Company, LLP

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United States
Frederick, MD
James V. Rizzo & Company, LLP

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Founded in 1988, James V. Rizzo & Company, LLP is a tax, accounting and business consulting firm, lo

10/30/2026

By the end of October, you should have a clearer view of likely tax exposure, business performance, major transactions, cleanup needs, and the advisors who need to be involved. If those questions are still unresolved, November should not begin with more waiting. Schedule a Year-End Tax Planning Review: 301-228-9510 | jvraccounting.com/contact/.

10/28/2026

More complexity does not automatically require more disconnected providers. It requires better coordination. JVR's concierge model centralizes the financial picture across tax, business, investments, estate considerations, and other advisors so decisions can be made with context. Ask about Concierge Accounting: 301-228-9510 | jvraccounting.com/contact/.

10/26/2026

Property sales, acquisitions, equipment purchases, financing events, ownership changes, and other major transactions can affect more than one part of the financial picture. Planning is most useful when it can inform the decision—not simply report the result afterward. Discuss significant year-end transactions with JVR: 301-228-9510 | jvraccounting.com/contact/.

10/23/2026

Reconciliation gaps, uncategorized transactions, missing documentation, inconsistent reporting, and unresolved bookkeeping issues can slow down year-end decisions and create a harder January. Fix visibility problems before they become deadline problems. Get a Year-End Financial Checkup: 301-228-9510 | jvraccounting.com/contact/.

10/21/2026

You can have an excellent accountant, attorney, wealth advisor, lender, and insurance professional—and still have a coordination problem. Complex decisions cross professional boundaries. JVR's concierge approach helps create one centralized financial picture so the right people can make better-aligned decisions. Schedule a Financial Coordination Review: 301-228-9510 | https://bit.ly/4sjVhv1

10/19/2026

IF THE YEAR CHANGED, YOUR TAX ASSUMPTIONS MAY NEED TO CHANGE

The assumptions made in January may not fit October. A current tax projection helps you evaluate the year as it actually developed and identify decisions that deserve attention before year-end.

Request a Tax Projection Review: 301-228-9510 | http://jvraccounting.com/contact/?utm_campaign=meetedgar&utm_medium=social&utm_source=meetedgar.com.

10/16/2026

REVIEW THE PORTFOLIO — NOT JUST THE PROPERTIES

A strong real estate strategy looks across the portfolio: cash flow, financing, entity structure, planned acquisitions or dispositions, tax exposure, reporting, and capital needs. Year-end decisions should support the portfolio as a whole.

Schedule a Portfolio Optimization Review at 301-228-9510 or http://jvraccounting.com/contact/?utm_campaign=meetedgar&utm_medium=social&utm_source=meetedgar.com.

10/14/2026

HAS THE BUSINESS CHANGED? REVIEW THE STRUCTURE BEHIND IT.

Ownership, compensation, payroll, distributions, multi-state activity, and entity structure should not run on autopilot while the business changes around them. October is the time to identify questions that need analysis before year-end.

Schedule a year-end review: 301-228-9510 | http://jvraccounting.com/contact/?utm_campaign=meetedgar&utm_medium=social&utm_source=meetedgar.com.

10/12/2026

MULTIPLE LOCATIONS REQUIRE ONE CLEAR FINANCIAL VIEW

Growth across locations or entities creates more moving parts. If reporting is inconsistent, leadership spends too much time reconciling numbers instead of using them. Year-end is a strong time to review whether your financial systems still match the complexity of the business.

Review your multi-location financial systems: 301-228-9510 | http://jvraccounting.com/contact/?utm_campaign=meetedgar&utm_medium=social&utm_source=meetedgar.com.

10/09/2026

DECEMBER IS A DEADLINE. OCTOBER IS A DECISION WINDOW.

December can still be useful, but fewer choices may remain when planning starts late. October gives you time to evaluate projections, transactions, compensation, financial cleanup, and advisor coordination without letting the calendar make decisions for you.

Schedule a Year-End Tax Planning Review at 301-228-9510 or http://jvraccounting.com/contact/?utm_campaign=meetedgar&utm_medium=social&utm_source=meetedgar.com.

Address

3 College Avenue Suite 6 & 9
Frederick, MD
21701

Opening Hours

Monday	9am - 7pm
Tuesday	9am - 8pm
Wednesday	9am - 7pm
Thursday	9am - 8pm
Friday	9am - 7pm
Saturday	10am - 3pm

Telephone

+13012289510

Website

http://www.jvraccounting.com/

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