Form 02 · Tax & Accounting
From the annual return to the sale of your business, every engagement gets the same treatment — individual attention, proactive planning, and a fair price.
The core of the practice — and standing between you and the IRS when it counts.
The return in April is the receipt; the planning all year is the product. We prepare personal and business returns with an eye on the next three years, not just the last one — timing income, structuring deductions, and flagging opportunities before they expire.
Effective tax minimization is legal, proactive, and boring in the best way: no surprises at filing time.
An IRS notice is stressful precisely because the process is opaque. Valentino started his career inside an IRS program — he knows how the agency works, what it's actually asking for, and how to resolve a matter without escalating it.
We represent you in audits and correspondence with the IRS and state tax authorities so you never face them alone.
Effective estate and gift planning eases the transfer of assets to your heirs and can minimize the tax bite at every step. We prepare estate and trust returns and coordinate directly with your attorney so the legal plan and the tax plan agree.
Payroll rules change constantly across federal, state, and local jurisdictions — and penalties for getting them wrong land fast. We administer payroll and its filings so your team gets paid correctly and the government gets exactly what it's owed, on time.
State and local sales tax has become a minefield of rates, thresholds, and filing calendars. We register, calculate, and file so compliance is a line item, not a liability.
The foundation for management, lenders — and every good tax return.
If your business doesn't have an accounting staff — or has outgrown the shoebox — we keep the books current, reconciled, and audit‑ready. You get numbers you can trust every month, not a scramble every spring.
Accurate, timely financial statements for management, lenders, and outside stakeholders — prepared to tell you what actually happened, in a format the people who need them will accept.
Beyond the statements: prospective, what‑if analysis that supports real management decisions. Should you hire? Raise prices? Take the loan? We model the scenarios so you decide with numbers, not nerves.
The right accounting system depends on your size, industry, and where you're headed. We analyze what your business actually needs, then implement a solution flexible enough to grow and change with you — and train your team to use it.
Made with someone who has seen them many times.
Expansion, restructuring, a possible sale — the big crossroads deserve a sounding board who knows your numbers cold. We advise on the decisions that shape the business, not just record them afterward.
LLC, S‑corp, partnership, sole proprietorship — the structure you choose has enormous tax and legal implications for years. We help you pick (or fix) the entity so the form serves the business, not the other way around.
Valuation, vetting the other side, due diligence, financing structure, and managing the transaction to close — buying or selling a business is a full‑contact sport, and we work it end to end.
Operational efficiency, business planning, and support through mergers and acquisitions — ongoing advisory for owners who want a partner in the room, not just a preparer in April.
For individuals and for businesses choosing a plan for their team: we evaluate the options — and their tax consequences — so the plan you fund today is the one you'll be glad you picked at 65.
"Your books already talk to our AI practice. Every tax client gets an advisor who also builds automation for a living."
Automation, analytics, and tax‑credit discovery most firms simply don't offer.
The AI advisory practice isn't a bolt‑on — it grew out of years of focus on accounting information systems. If your business runs on spreadsheets and re‑typing, there's almost certainly money on the table.
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Call (321) 751‑2977 or email valentino@vrtaxandconsulting.com.