We are on your side — so you can focus on what matters most.
We are on your side — so you can focus on what matters most.
We are on your side — so you can focus on what matters most.
Partners — guiding you through every step of your tax and accounting journey.
Partners — guiding you through every step of your tax and accounting journey.
Partners — guiding you through every step of your tax and accounting journey.
Discover More
What We Do.
What We Do.
Tax
Database & System Implementation
Entertainment
Accounting
Business Advisory
Trusts & Estates
Entity Selection
Tax
Accounting
Database & System Implementation
Entertainment
Trust & Estates
Business Advisory
Entity Selection
Tax
Accounting
Database & System Implementation
Entertainment
Trust & Estates
Business Advisory
Entity Selection
Our Mission
Our mission is to provide tailored, reliable service that builds lasting financial success. We help individuals and businesses achieve clarity and security by exceeding expectations and upholding our core values of integrity, objectivity, and reliability.
Our mission is to provide tailored, reliable service that builds lasting financial success. We help individuals and businesses achieve clarity and security by exceeding expectations and upholding our core values of integrity, objectivity, and reliability.
Our mission is to provide tailored, reliable service that builds lasting financial success. We help individuals and businesses achieve clarity and security by exceeding expectations and upholding our core values of integrity, objectivity, and reliability.
Who We Are.
Who We Are.
Your Future Partners.
We are a team of professionals combining technical expertise and strategic insight to deliver meaningful results. Our firm provides high-quality tax, accounting, and financial consulting services with proven success.
We are a team of professionals combining technical expertise and strategic insight to deliver meaningful results. Our firm provides high-quality tax, accounting, and financial consulting services with proven success.
We are a team of professionals combining technical expertise and strategic insight to deliver meaningful results. Our firm provides high-quality tax, accounting, and financial consulting services with proven success.
Get to know the Team
What our clients have to say about us.
What our clients have to say about us.
“It’s a team effort—VFM’s accountants are knowledgeable, respectful, and manage our financial goals. VFM takes care of us.”
A. Velez
Philanthropist
“VFM made taxes simple and stress-free. They explained everything clearly, caught things I would’ve missed, and gave me real confidence in my filing.”
S. Rothstein
Insurance Broker
“VFM’s team is highly knowledgeable and responsive, guiding us through a complex tax situation with clarity.”
W. Foreman
Small Business Owner
“It’s a team effort—VFM’s accountants are knowledgeable, respectful, and manage our financial goals. VFM takes care of us.”
A. Velez
Philanthropist
“VFM made taxes simple and stress-free. They explained everything clearly, caught things I would’ve missed, and gave me real confidence in my filing.”
S. Rothstein
Insurance Broker
“VFM’s team is highly knowledgeable and responsive, guiding us through a complex tax situation with clarity.”
W. Foreman
Small Business Owner
“It’s a team effort—VFM’s accountants are knowledgeable, respectful, and manage our financial goals. VFM takes care of us.”
A. Velez
Philanthropist
“VFM made taxes simple and stress-free. They explained everything clearly, caught things I would’ve missed, and gave me real confidence in my filing.”
S. Rothstein
Insurance Broker
“VFM’s team is highly knowledgeable and responsive, guiding us through a complex tax situation with clarity.”
W. Foreman
Small Business Owner
“VFM’s team is highly knowledgeable and responsive, guiding us through a complex tax situation with clarity.”
W. Foreman
Small Business Owner
“VFM made taxes simple and stress-free. They explained everything clearly, caught things I would’ve missed, and gave me real confidence in my filing.”
S. Rothstein
Insurance Broker
“It’s a team effort—VFM’s accountants are knowledgeable, respectful, and manage our financial goals. VFM takes care of us.”
A. Velez
Philanthropist
“VFM’s team is highly knowledgeable and responsive, guiding us through a complex tax situation with clarity.”
W. Foreman
Small Business Owner
“VFM made taxes simple and stress-free. They explained everything clearly, caught things I would’ve missed, and gave me real confidence in my filing.”
S. Rothstein
Insurance Broker
“It’s a team effort—VFM’s accountants are knowledgeable, respectful, and manage our financial goals. VFM takes care of us.”
A. Velez
Philanthropist
Check out our Newsletter.
Check out our Newsletter.
Get to know us. We’d love to get to know you.
Get to know us. We’d love to get to know you.
Existing Client?
Existing Client?
Your Future Partners.
Access the Client Portal to view and manage all your documents.
Access the Client Portal to view and manage all your documents.
Access the Client Portal to view and manage all your documents.
Client Portal
Contact
info@vfmgmt.com
Location
2625 Townsgate Rd., Ste 330
Westlake Village, CA 91361
© 2026 Vision Financial Management, Inc.
Contact
info@vfmgmt.com
Location
2625 Townsgate Rd., Ste 330
Westlake Village, CA 91361
© 2026 Vision Financial Management, Inc.