Ballard Surratt

About Our Firm

For generations, Ballard Surratt & Co., PA has served as a trusted pillar of financial guidance for individuals and businesses in the area. With a team of seasoned professionals and a commitment to personalized service, we offer a comprehensive range of accounting, tax, and financial planning services. Our longevity and reputation reflect our dedication to excellence and our unwavering client-centric approach.

Our Mission

Our mission is to empower clients to achieve financial stability and success through tailored solutions and proactive advice. We prioritize open communication and a deep understanding of our clients' unique needs to create tailored plans that align with their financial goals.

Our Team

Led by experienced partners Hope M. Surratt and Thomas A. Ballard, CPA, our team comprises highly skilled and motivated professionals with diverse backgrounds and expertise. Partner Chris A. Surratt oversees daily operations as firm administrator, while experienced accountants Alicia P. Finnie and Clay Ballard support clients with exceptional technical knowledge and personalized guidance.

Our Services

We offer a comprehensive portfolio of services, including:

• Traditional Accounting: Accurate bookkeeping, financial statement preparation, and tax compliance services.
• Virtual Accounting: Cloud-based accounting solutions for enhanced efficiency and real-time data access.
• Tax Planning & Compliance: Comprehensive tax strategies for individuals and businesses, including tax filing and compliance.
• Financial Planning: Goal-oriented financial planning and analysis to ensure financial security.
• Audits & Consulting: Comprehensive audits and consulting services for increased financial visibility and risk mitigation.

Our Values

Our core values guide our interactions with clients and each other. These values are:

• Integrity: Upholding ethical standards and transparency in all our endeavors.
• Professionalism: Delivering high-quality services with attention to detail and a client-centered approach.
• Client Focus: Prioritizing client needs and building strong relationships.
• Innovation: Embracing technology and new trends to enhance our services and client experiences.
• Community Involvement: Actively contributing to the local community through volunteerism and outreach programs.