Tax Services:

Selecting an appropriate tax advisor can be one of the most important decisions that a company can make. Our tax specialists have years of experience in devising and implementing aggressive tax planning strategies that can make a big impact on your bottom line. We will work year-round to keep you informed of changes in tax laws and will provide tax planning strategies to best position your company.

Vision Financial Group's tax services include, but are not limited to, the following service areas:

  • Tax Return Preparation

  • Tax planning

  • IRS Representation

  • Financial statements

  • Bookkeeping Services

  • Outsourced accounting

  • Non for profit accounting

  • Succession Planning

  • Federal Income Tax Planning

  • Multi-state Tax Planning

  • Exit Strategies

  • Audit Defense, Reviews and Compilations

  • Compliance Services

  • Transaction Structuring

  • Legislative, Regulatory and Judicial Tax Updates

  • Estate planning

  • Retirement planning


We assist our clients by assuring their state and local tax burden is consistent with good business practices and with the states' applicable tax laws and rules. We assist clients with their state and local income based taxes, net worth based franchise taxes, transaction taxes, such as sales and use taxes, employment taxes, credits and incentives, and abandoned and unclaimed property.Because state and local issues impact virtually every company, regardless of size, a substantial portion of our business is found in every market segment - multinational companies, midcap companies, middle market and start-up companies.

 

Contact Vision Financial Group today to discuss how we can address your tax services needs.