Our Story
Richard Badger Establishes Firm
Firm established as Richard Badger CPA PC in Vienna VA
Shawn Sumrall Establishes Firm
Shawn establishes Sumrall CPA in Marshall, VA
Kevin Underwood Establishes Firm
Kevin establishes Harvest Financial CPAs in Warrenton, VA
Badger and Sumrall Merge
Badger Sumrall & Co CPAs is official after Marshall and Vienna offices are combined in Gainesville, VA
Harvest Financial CPAs Acquired
Harvest Financial becomes Badger Sumrall member, financial services added
Meet our team
Dedicated professionals driving our success
Shawn Sumrall
Principal, Co-Founder
Shawn, a co-founder of Badger, Sumrall & Co., joined the firm 2004 when combining his independent practice with current partner Richard Badger. Shawn’s career began as a staff accountant for a local church and he has carried his passion for non-profit accounting and ministry to his own practice. He currently works with small businesses, non-profit associations and individuals to plan, strategize and execute various financial and management decisions. Previously Shawn worked for small, independent firms in the Northern Virginia region. Shawn is a licensed CPA in Virginia and a member of both the American Institute of Certified Public Accountants and the Virginia Society of Certified Public Accountants. Shawn is a graduate of Bob Jones University in Greenville, South Carolina, earning a Bachelor’s degree in Accounting in 1990. His interests include sports with his three boys and teaching English as a second language in Slovakia
Kevin Underwood
Principal, CPA
Kevin specializes in individual and business taxation as well as Fortune 500 consulting engagements. He is a graduate of James Madison University earning Bachelor’s degree in Accounting and Computer Information Systems. He has been automating the accounting and financial functions of Fortune 500 companies since 1998 and became a licensed CPA in 2001. Kevin has a passion for helping individuals and business entities make smart financial decisions. In his spare time, he enjoys outdoor water sports and giving back to the community through various charities.
Samuel Potter
CPA
Sam Potter is tax manager for individual and estate taxation at Badger Sumrall, managing our firm’s return preparation process and performing technical review for individual and estate income tax returns. He also has extensive experience with not-for-profit and exempt organization information returns. In addition to general tax compliance, Sam is heavily involved in income tax planning and strategy and oversees Badger Sumrall’s trust and estate accounting services. Sam became licensed as a CPA in 2016 and received his Master’s in Business Administration from Thomas Edison State University in 2017
Vanessa Beale
CPA
Vanessa graduated with a bachelor’s degree in Accounting from James Madison University in Harrisonburg, Virginia, just prior to starting with Badger, Sumrall & Company in 2015 and became a licensed CPA a few years later. She is the business taxation, bookkeeping and payroll manager and is involved with personal taxation preparation and planning. She also has experience with assurance engagements, specifically for small businesses and non-profit organizations.