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The CPA Firm For Individuals, Founders, and SMB Operators

Accounting, financial planning, tax, and a range of consulting services for individuals, business owners, and independent professionals.

Strategy

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Future ready

Stay ahead with managed accounting services that anticipate your business needs.

Clarity

We help you gain clarity and confidence in your financials through rigorous review & analysis.

What we Do

accounting

Individual & Corporate Tax 

Individuals or operators, taxes can be one of your largest and most complex expenses. We help you plan and minimize it in a meaningful way.

Financial Planning

We help you define and set meaningful and achievable goals that determine success, followed up with timely reporting that always keeps you informed.

 

Managed Accounting

From bookkeeping to complex financial transactions, we’ve got you covered. Consider us an extension of your team, taking care of the accounting while you focus on what matters most.

Contact Us

Got questions, suggestions, or just want to chat? Reach out to us via the contact form, and our team will get back to you shortly

info@vestedstrategies.com