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Practice Areas

We recognize that every job is unique. That is why our vision is designed to strategically expand your business (locally or globally), minimize tax exposure by establishing an overall financial strategy and provide the personal touch to peace of mind when navigating through all your financial obstacles. Our areas of practice include emerging enterprises, high net-worth individuals, partnerships, small businesses, nonprofit organizations, entertainers and athletes, and legal professionals. 

Taxes & Planning

 

The complexities involved in developing and implementing a powerful enterprise-wide tax strategy can be daunting. Our team of tax specialists are well-versed in tax laws across the US and globally. By taking a proactive approach to tax services, we work closely with our clients in order to carefully understand their business and operations. We are committed on working with you to:

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  • Balance and prioritize tax strategies

  • Tailor our service to meet your specific tax planning and growth goals

  • Always provide the highest level of personal tax accounting services

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Corporate Tax Services

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  • Tax Preparation & Compliance​

  • Tax Provision Consulting

  • State & Local Tax

  • Sales & Use Tax

  • Foreign Taxes

  • Multi-State Taxes

  • Payroll Taxes​

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Individual Tax Services

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  • Income Tax Preparation & Planning​

  • Foreign Taxes

  • Multi-State Taxes

  • Audit Representation & IRS Issues

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Trust & Estate Tax Services

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  • Estate Tax Return Preparation

  • Gift Tax Return Preparation

  • Trust Tax Return Preparation

  • Bankruptcy Tax Return Preparation

Our Fees

 

We provide upfront pricing. 

 

This means that you know our fee before we begin work and prior to you making any commitment. Our fees for tax preparation services, bookkeeping or specific projects are based on the amount of time required at our standard billing rates plus out-of-pocket expenses. 

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Hourly Services

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  • Certified Public Accountant (CPA)

  • Financial Consultation

  • IRS Resolution & Audit Support

  • Federal or State Correspondence

 

Small Business Bookkeeping Services

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  • Monthly/Quarterly Bookkeeping* â€‹

  • GL Review & Reconciliation​​

  • Financial Statement Preparation​​

  • Business Management​​

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Cash Management Services

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  • Budget Statements​

  • Liquidity Statement​s​

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*QuickBooks Online

Financial Consulting

 

Imperative to your personal and business success is being properly informed in regard to your unique financial circumstances. While we understand that your business will not always require a full-time CFO, we earn your respect and business by being your primary point of contact where responsiveness and accuracy is important. 

 

We hold our professionals to higher standards and understand that it takes great efforts if you really want to build-up something great!

 

At Vision Financial Management, Inc. our focus is on guiding you through various financial obstacles while providing the financial acumen necessary when preparing a strategic plan, analysis of profits and maintaining your company's financial health. We evaluate your current business process and technology landscape and work with your team to ensure that the proper software is being utilized. This process significantly reduces or eliminates redundancy and increases organizational efficiency.

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Consulting Services

 

  • Business Succession Planning & Valuations

  • Real Estate & Large Asset Acquisitions

  • Implementing Retirement & Pension Plans

  • Strategic Business Plan Review

  • Bankruptcy

  • Mitigating Risk & Ensuring Compliance

  • Structuring Internal Controls

  • Employing Cloud-Based Asset Storage

  • Investment Review

  • Entity Selection

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Trusts & Estates

 

Planning is a critical task for any successful business owner, and individuals are no different. At Vision Financial Management, Inc., we listen to our clients personal and financial needs in order to guide you through the complex process of reaching your financial vision.

 

We have the knowledge and experience. By strategically planning, we ensure the orderly transfer of assets to your beneficiaries, enable you to provide the best security for your surviving spouse and either reduce or eliminate the tax assessed on the transfer of your business and/or other assets.

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Trust & Estate Services

 

  • Trust & Court Accounting

  • Charitable Planning

  • Life Insurance Planning

  • Elder-Care Consultation

  • Post-Mortem Planning & Estate Administration

  • Estate & Gift Tax Planning

Bookkeeping

 

Our Corporate Executive Services, are tailored to meet your accounting and bookkeeping needs.

 

Standard Services

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  • General Ledger Management

  • Bank & Credit Card Reconciliations

  • Financial Statement Preparation

  • Inventory Management

  • Homeowner Association Financial Reporting

  • Other Financial Reporting Requirements**

 

Business Management Services  

 

  • Business Management services include cash management, financial consulting, insurance coordination, corporate tax planning and preparation, payroll management, and the standard services for up to one (1) officer.

 

**Quarterly or/and Annual federal, state and/or local government forms.
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Cash Management

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It is a fact that knowing the value of your business is important. Our accounting team is equipped with the tools necessary to plan, guide and build both personal and business success with our competent, objective feedback.

 

We help your company's management team develop short-term strategic budget techniques, which lead to long-term objectives and specific strategies to facilitate your business' liquidity growth and success.

 

Cash Management Services

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  • Budgets

  • Liquidity***

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***Includes analysis of current period cash balances, tax planning and investment securities fair-market value.

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