Tax & Financial Specialist
Who We Are
Vision Financial Management, Inc. delivers tailored accounting, financial management and tax preparation & planning services designed to meet the unique needs of both growing and established companies, as well as individuals.
Our mission is to provide expert service. We accomplish our mission by establishing the foundation for financial longevity and excelling beyond client expectations. "We are what we repeatedly do. Therefore, excellence is not an act. It is a habit." - Aristotle
News & Publications
In a global economy where information is readily available, reliance must be based on the integrity of the news source. Grow your vision by knowing more about your specific finances.
The economic landscape may distort your financial reality. Honing in on your financial vision improves by increasing your financial literacy and focusing on your specific keys to success.
Areas of Practice
Tax
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Payroll
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Financial Consulting
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Trusts & Estates
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Bookkeeping
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​Business Management
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Entity Selection
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Cash Management
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Bankruptcy
Testimonials
It's a team effort. VFM's accountants are knowledgeable, respectful and manage our businesses and personal financial goals. VFM takes care of us!
Ms. Angela Velez,
Philanthropist