Taxation                          Audit      

Tax Preparation                         Financial Statement Audit

Payroll Services                        Business Valuation 

Sales Tax                                    Internal Audit

Financial Services         Consulting

Financial Statements                Tax Consulting

Financial Planning                     Strategy Consulting

Estate Planning                          Retirement Planning


We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities.


We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.


An intensive examination of a company's systems and records might be requested for a variety of reasons. They might be required by the IRS or the bank, but they are also quite beneficial to the management of a company. Audits provide an opportunity to analyze a company's profitability and efficiency and with this valuable information, growth can be attained.

Financial Services

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. With the information provided, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals.

IRS Representation

During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies. Essentially, whatever your issue with the IRS, we can help you.

Entity Formation

Choosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.


Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.

DBA Vision Financial Group CPAs LLP