About Us

Henry V. Kaelber, CPA, CFP®, CGMA is a CPA firm in Charlottesville, Virginia, providing quality accounting & tax services for individuals, business, trusts & estates.  We also offer consulting services and private equity structuring support.  However, we do not provide audit or other attest work.

Serving client needs with accounting & tax services since 1981.

Henry’s broad background as a Certified Public Accountant (CPA), a Certified Financial Planner® (CFP®), a Chartered Global Management Accountant (CGMA) and having passed Level I of the Chartered Financial Analyst (CFA) program provide an uncommon understanding of financial, accounting & tax matters.  And, he enjoys helping people with their accounting, tax compliance and other financial challenges.

In addition to helping many clients in the greater Charlottesville, Virginia community, our CPA Firm provides accounting and tax services in multiple states.  We serve US citizens working abroad (Ex-patriots) who bring unique U.S tax issues.  And, we assist international clients who have investments in the United States meet their U.S. tax compliance needs.

While helping clients through complex accounting and tax challenges, we seek to simplify complexity and reduce stress.  We don’t measure any client by the size of their wallets or the potential fees to be earned.   We prefer assisting clients with whom we can enjoy comfortable and constructive dialogue.  When time permits, we have conversation to get to know our clients and learn better ways to assist them.  Yet, despite this easy going demeanor, our CPA Firm approaches work in a very thorough and meticulous manner.  

Services

Our CPA Firm provides a variety of individual and business tax preparation, accounting, and consulting services to meet your needs.

Where’s My Refund?

Occasionally we will receive a call from someone asking for the status of their IRS refund.  More often than not, the person isn't one of our clients.  Whether we prepared your return or not, the fastest way to find out the status of your refund is to use the IRS online tool.

Go To Our Where's My Refund Help Page

From Our Articles Archive

Read from our large collection of helpful and informative original articles by Henry V. Kaelber, CPA, CFP®, CGMA. We hope that they stimulate your thinking. What better way allows you to get to know us!

Federal Reserve and Its Powers

Are you aware of the role of the Federal Reserve and it’s powers?  Whether considering personal finances, investing, buying a house or developing a business strategy, you should have a basic understanding.

In 1913, Congress established the Federal Reserve Bank, in response to bank failures...

Goal of Estate Planning

For many clients and advisors, the central goal of estate planning it to pass as much wealth to the next generation as possible.  This thinking suggests that protecting assets is the solitary goal of an estate plan.  Unfortunately, this can be a misplaced emphasis.  Misplaced because it...

Estate Planning For Parents

From late fall through New Year’s, for many, this is a time to be with and care about family.  It can also be a time when emotions run high, especially at the holiday dinner table.  It can also be explosive when one of the discussion topics is estate planning for the parents.

Helping...

People

Henry V Kaelber resides in Charlottesville, Va and obtained his Certified Public Accountant license in Virginia.  He also earned the Certified Financial Planner® and the Chartered Global Management Accountant designations.  And he passed Level I of the Chartered Financial Analyst examination.

Henry graduated from Manhattan College in January of 1981.  With his Accounting degree in hand, , Henry began his career as a tax associate at a Madison Avenue CPA firm in New York City.  While there, he focused on state tax compliance by finishing up completed federal returns prepared by the managing partner.  He knew then that taxation held a special interest for him.  But he also became fascinated by the CPA firm’s clientele.  He observed that people who worked on Wall Street were compensated well.

A year later, Henry went to work for a Wall Street proxy firm as their Assistant Controller.  He also began to moonlight as a tax preparer. After a few years, Henry made the move to Wall Street.  Working for several small brokerage companies, he learned much about sales and brokerage operations.

In the summer of 1987, Henry was hired as a bond trading accountant with a major New York investment bank.  Earning several promotions, Henry rose to be an investment banker.  In that role, he was responsible for creating and overseeing more than a dozen investment funds in the firm’s asset management division.  During all this time, Henry maintained his modest tax practice.  At the investment bank, his colleagues would always ask, “why do you keep doing tax work?”  And Henry would always reply, “because, this is what I plan to do after Wall Street and into retirement!”

In 1996, Henry relocated his family to Central Virginia.  Two years later he was hired as the CFO and a Director of the University of Virginia Investment Management Company – the entity responsible for managing UVA’s endowment. In 2003, Henry left UVIMCO, began to focus on the tax and accounting practice he started in the early 1980’s.

Contact Us

Contact Us By Phone or Email

 

If you are interested in using our services and prefer to initiate via email, please feel free to contact us using the email template below:

Email Us Here:


Office Address:

  • 401 E Market St
    Executive Suite 24
    Charlottesville, VA 22902

    Mailing Address:
    124-B Buckingham Cir
    Charlottesville, VA 22903

  • 434-923-3262
  • 434-220-8060