Welcome to Vantage Point Accounting & Tax Firm!

Taxes are a certainty, but stress shouldn't be. Our accounting services go beyond standard compliance to help you minimize your future tax liability through effective tax planning.  

For Individuals: We save you time and stress by claiming every allowable deduction and credit through our expert tax preparation.  

For Businesses: Our bookkeeping services ensure compliance with federal, state, and local regulations while protecting your bottom line.  

Strategic Financial Advisory: Every financial decision—from buying a home to expanding your staff—has tax implications. We guide you through these decisions to ensure you act at the most advantageous time.  

IRS Representation  

Facing the IRS alone can be overwhelming. Many tax preparers are not qualified to represent you during an audit, but we are. If you receive an audit notice or a request for clarification, we advocate on your behalf. We handle the documentation and the agents, ensuring your rights are protected and you pay only the minimum required by law.  

Estate & Trust Tax Preparation  

Proactive planning today eases the burden on your heirs tomorrow. We work with you and your attorney to structure estates and trusts to minimize tax liability and avoid probate where possible. When a loved one passes, we handle the final tax returns and paperwork, allowing you to focus on your family during difficult times.  

Sales Tax Services  

With regulations varying by state and municipality, sales tax compliance is more complex than ever. Our team helps you calculate use taxes, file accurate returns, and determine how operational changes affect your liability. We ensure you neither underpay nor overpay your obligations.

If your business is outgrowing its current accounting system or lacks internal accounting staff, we provide comprehensive bookkeeping services to keep your operations running smoothly. As you grow, our financial advisory team offers planning assistance to ensure your financial systems, including tax planning and tax preparation, keep pace with your success.

Payroll Services

Payroll regulations and tax laws are constantly changing. Our payroll professionals ensure your business stays compliant with federal, state, and local laws. We handle the administration so you can focus on growing your business, safe in the knowledge that your payroll is accurate and on time.

Financial Statements

Clear, accurate financial statements are vital for securing loans, finding investors, and making management decisions. We assist in preparing your Balance Sheet, Income Statement, Cash Flow Statement, and Statement of Shareholders’ Equity, ensuring they meet industry standards and provide a clear snapshot of your business health.

Audits, Reviews, and Compilations

Audits: We provide the highest level of assurance to third parties (banks, investors) regarding the accuracy of your financial statements.

Reviews: We offer limited assurance and analytical procedures for businesses that need a middle-ground solution.

Compilations: For smaller financing requests, we prepare simplified reports based on information provided by management. In all cases, we work efficiently to minimize disruption to your daily operations.

Success requires identifying opportunities and solving inefficiencies. We act as your trusted partner, offering objective financial advisory on everything from minor restructuring to long-term strategic planning. Our goal is to help you unlock your business's full potential through effective accounting and bookkeeping services.

Business Entity Selection

The structure of your business (LLC, S-Corp, Sole Proprietorship) has huge tax and liability implications. We analyze your business objectives to help you choose the ideal entity type, ensuring proper tax planning. As your business evolves, we help you reassess and restructure if necessary, providing ongoing support for your bookkeeping services.

Buying or Selling a Business

Whether you are exiting or acquiring, we provide the valuation, research, and due diligence support you need. Our financial advisory team will help you vet potential buyers or targets and ensure the transaction is timed perfectly to suit your financial goals, including effective tax preparation strategies.

Financial Analysis

Numbers tell a story. Our financial analysis services include operational assessments and industry benchmarking to give you a competitive edge. We also generate Pro Forma Projections—forecasts regarding revenue and liquidity—to help your management team make confident decisions about the future of your business.

Management Advisory Services

We move beyond simple reporting to help you interpret the data. We assist with general business planning, merger support, and strategic decision-making to keep your company moving toward its goals, ensuring that all financial aspects, including tax planning, are taken into account.

Navigating the healthcare marketplace can be confusing. We are up-to-date on ACA laws and act as a one-stop shop for your accounting and bookkeeping services needs. We help you:

Review existing plans and select one that fits your budget.

Apply for government subsidies (Premium Tax Credits).

Enroll in the marketplace to ensure compliance with tax laws.

Retirement Planning

For Individuals: We design a retirement strategy that fits your unique risk tolerance and long-term goals with our financial advisory services. 

For Businesses: We help you select and implement employee retirement plans that serve your staff's financial interests while ensuring you remain compliant with regulations.

Notary Public

We provide notary services to authenticate signatures and document execution. Whether for contracts, absentee ballots, or legal documents, our in-house notary protects your interests and saves your employees time. Additionally, we offer assistance with tax planning and tax preparation to further support your financial needs.