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Our desire has always been to provide exceptional tax planning and preparation services to individuals, trusts, estates, and businesses. In recent years, as the number of clients increased and the tax laws continually evolved, it became more difficult to provide this high level of service. We then considered our strengths and what changes would allow us to continue to serve our clients with superior client service.
At the same time, Heartwood Wealth Advisors expressed their desire to provide more tax services to their clients. We had worked closely with Heartwood Wealth over the years and appreciated their focus on outstanding client service. Thus, a large number of our clients were also Heartwood Wealth Advisors clients.
In December 2021, we affiliated with Heartwood Wealth Advisors and moved our office adjacent to theirs. The integration of the tax planning and wealth management has become a reality.
In order to have more time to devote to each client, we also adopted a concierge fee structure. Clients are billed one fee which includes both tax planning and tax preparation services.
Susan Norfleet started Norfleet, Musselman & Company with her Mom, Carolyn Musselman in January 2002. The firm took over the Accounting Practice of Robert M. Musselman and Associates which was located in Charlottesville. Susan practiced in Richmond and brought in her Richmond based clients into the new firm. The new firm’s main office was in Richmond with a second office in Charlottesville. As technology advanced, all of the operations moved to Richmond.
The new firm has a strong history of caring for many clients across generations. Treating their clients as friends and family.
Our history and company culture goes back to the 1950s when Susan Musselman Norfleet’s father started Robert M. Musselman and Associates. Robert and Carolyn were attorneys and CPAs and they practiced in both areas. The firm has a strong history of care and service to the Charlottesville community.
Heartwood Reception Area
9020 Stony Point Parkway
Suite 225
Richmond, VA 23235
(804) 327-4454
[email protected]
Heartwood Tax Consultants
9020 Stony Point Parkway
Suite 230
Richmond, VA 23235
©Heartwood Tax Consultants 2022
Lesley grew up in Northern Virginia and graduated from the University of Virginia with a B.S. in Commerce, concentration in Accounting. Lesley began her professional career with Deloitte & Touche in Washington, D.C., where she served both publicly-held and privately-held businesses, as well as high-net-worth individuals. Lesley also served on the Firm’s U.S. Tax Desk in Sydney, Australia and was a member of Deloitte’s Washington National Tax Office, where she acted as a technical resource to the Firm’s U.S. practice offices on a wide variety of tax issues. During her time with Deloitte, Lesley gained valuable experience in tax compliance, planning, research, and tax controversy services. Lesley obtained her M.S. in Taxation from American University while working in D.C.
After relocating to the Richmond area and taking a break from her career to focus on her family and young children, Lesley was connected to Susan Norfleet through a mutual friend, and returned to the accounting world. During her time with Susan at Norfleet, Musselman & Company, Lesley has provided tax compliance and planning services to a wide variety of clients, and has acted as a resource for tax research and other technical issues. Lesley believes that excellent client service is the result of a working relationship built on trust, honesty, and a thorough understanding of her clients’ needs, and is grateful for the opportunity to provide that level of service to the clients of Heartwood Tax Consultants.
Lesley and her husband Curtis live in Midlothian with their daughters Abigail and Madeline, and their rescue beagle Scotch. Lesley enjoys working in her yard, cheering her kids on from the sidelines, spending time with her family in the Blue Ridge Mountains, and attending UVA sporting events (Go ‘Hoos!).
Allene moved from her hometown of Syracuse, NY to Richmond shortly after graduating Magna Cum Laude from Lake Erie College, where she double majored in Accounting and Equestrian Studies. She gained valuable experience in client service while working at a regional accounting firm before joining KPMG’s audit department, and then moving out to serve as Assistant Controller at a former audit client.
After taking a few years off to parent young children Allene joined Susan in her newly established firm known as Norfleet, Musselman & Company. Allene role has expanded over the now 20 years she has been serving as a tax professional to include service to all of the firm’s estate and trust clients and all gift tax and estate tax return preparation. In addition to these particular areas of expertise, Allene is experienced in all areas of individual income tax planning and preparation and has assisted many families in dealing with filing requirements and transfer of wealth planning resulting from a spouse or parent’s death.
The thing that continues to energize Allene to bring her very best effort to work each day is the opportunity to provide support, sound financial and tax council, and a solution to the stress and anxiety experienced by many surrounding financial decisions and tax matters.
Allene and her husband Doug live in Richmond’s West End. Allene is an avid horsewoman, delights in time spent with family and friends, and is an active covenant partner in Third Church, where she has served in many leadership roles over the years.