Joshua Duvall Financial Planning & Accounting

Joshua Duvall Financial Planning & Accounting operates both functions within a single entity. This means tax preparation, entity-structure review, and retirement-income modeling are performed by the same team, allowing tax-year data to feed directly into planning scenarios rather than being handed off between separate firms. The structure is designed to reduce the coordination risk that arises when a family relies on an unaffiliated CPA and an unaffiliated financial planner.

Joshua Duvall is the named founder and appears as the sole principal in public records. The firm's service model is rooted in financial planning and tax advisory, suggesting investment implementation likely occurs through coordination with external custodians or managers rather than through an in-house asset management team.

Publicly available registration data has not been confirmed through a directly accessed primary source. The firm's name and structure as a limited liability company offering both planning and accounting services are consistent with a small advisory practice, but the specific regulatory status should be verified directly with the firm or FINRA's BrokerCheck.

The integration of accounting and financial planning suggests a focus on clients managing both personal wealth and business interests — professional-service firm owners, medical practices, or family-run enterprises — where tax preparation, entity planning, and household cash-flow modeling benefit from a unified provider.

There is no public record of a separate philanthropic foundation or donor-advised fund program operated by the firm. The practice's scale and founder-led structure make a formal philanthropic entity unlikely, though estate and gift tax planning within client engagements likely addresses charitable giving strategies.