vital CPA Services for professionals

At Vital CPA, we provide a full range of tax services to businesses, individuals, and trusts. We specialize in serving Partnerships, LLCs, Corporations, S Corporations, and high net worth individuals.

Our clients represent a broad range of industries including, real estate, farming, and professional services.

Taxes are a significant cost to businesses and individuals. Our team is here to guide you through the complex tax code so that not only are you complying with all necessary tax laws and regulations, but that you are well positioned to take advantage of tax planning strategies, improve profitability, and meet your goals.

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Tax Planning & Preparation

Individual Tax Return

At Vital CPA we prepare personal tax returns for a diverse client base from a basic tax return to the more complex returns for clients that have rental properties, vacation homes, complicated investments, business owners, passthrough entities, etc. With our vast experience in filing personal returns, we will make sure you are taking advantage of all deduction opportunities and give you the peace of mind that your return is filed correctly.

Business Tax Return

At Vital CPA we are prepared to help your business get ready for tax time no matter the size. Our clients operate businesses of many kinds, including the following:
 

  • Sole proprietors
  • Limited liability companies (LLCs)
  • General partnerships
  • C corporations
  • S corporations
  • Nonprofits

Trust Tax Return

You may find yourself in the role of trustee with little experience or training. At Vital CPA we are here to walk you through the tax process and to give you peace of mind as you manage the trust. Trusts report their income and expense on Form 1041- Income Tax Return for Estates and Trusts. In some cases, the trust pays any tax that is due. In other cases, the beneficiaries pay the tax. We can help you understand your specific tax situation and prepare these returns.

Tax Planning

At Vital CPA, we strive to provide effective tax planning to all our clients. We will discuss with you the timing of income, purchases, and expenditures, as well as minimizing tax liability through a wide range of common deductions and credits. Tax planning also involves looking toward the future to identify and manage future tax obligations and implement strategies to alleviate obligations you may have.

Client Accounting Services

Are you worried about making payroll, understanding your financial position, implementing QuickBooks, or finding a competent bookkeeper?

We understand that there are many aspects in any business that owners need to concentrate on for it to be a success. Therefore, there is no need for business owners to focus on the tedious day-to-day bookkeeping and financial statement tasks.

In order to get complete and accurate financial records in a timely and efficient manner, we offer the following bookkeeping services and training to help alleviate some of the stress involved in company operations:

  • QuickBooks Online Training and Consulting
  • Financial Statement Preparation – Monthly, Quarterly, Semi-annually or Annually
  • Outsourced bookkeeping services
    Accounting setup and general ledger clean up
  • Bank reconciliations
  • General ledger management
  • Fixed Asset Management
  • Personal property and sales tax preparation

Consulting

At Vital CPA, we have you covered from compliance to long-term planning.

There are many aspects to consider when trying to create sustainable growth for your business, and navigating the complex maze of rules, deadlines and ever-evolving regulations can be difficult. We monitor tax law rulings and updates, to be proactive in the tax research, planning and preparation needs of our clients. Our consulting services include:

  • Entity Selection and Structure Consulting
  • Business Acquisitions and Dispositions
  • Counseling on tax related legislation
  • Business best practices
  • Business Succession
  • Family business consulting
  • Retirement planning
  • Tax research

Other Tax Services

for Professionals

  • Multi-state tax
  • Representation before taxing authorities
  • Tax notice resolutions
  • Sales & use tax
  • Personal property tax
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