Tax Planning
Proactive strategies for individuals and businesses, built around your actual financial picture rather than generic year-end advice.
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What We Do
Services
Vital Tax & Advisory Group provides tax, financial, and transaction advisory services for business owners who want a CFO-level partner, not just a once-a-year filing. Below are the areas we work in. Each service has its own page with more detail.
01 / Tax
Tax
Tax decisions made early shape what's owed later. We help clients plan ahead and stay compliant, so neither side of that equation is a surprise.
Tax Compliance
Accurate, timely preparation and filing, handled by a team that already understands your business because we're involved in it year-round.
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02 / Business Valuations and M&A
Business Valuations and M&A
Buying a business, selling one, or simply needing to know what yours is worth, all of it requires a clear, defensible number and a process that protects your interests.
Business Acquisition (Buy-Side)
Financial due diligence, valuation, and deal structuring support for buyers evaluating a business before they commit to it.
Learn MoreBusiness Sale (Sell-Side)
Preparing the financials, positioning the numbers, and supporting the process so sellers move to closing with a deal that reflects what they've built.
Learn MoreBusiness Valuations
SDE and Adjusted EBITDA valuations for sales, purchases, partner buyouts, estate planning, or simply knowing where you stand.
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03 / CFO and Financial Advisory
CFO and Financial Advisory
Clean books and clear financial reporting are the foundation. Fractional CFO advisory is what you build on top of that foundation.
Fractional CFO Advisory
Ongoing financial guidance and strategic input, without the cost of a full-time CFO hire.
Learn MoreBookkeeping and Financial Reporting
Accurate, current books and regular financial reporting that give you a real picture of the business, not just a year-end summary.
Learn MoreFinancial Analysis
KPI tracking, cash flow analysis, and reporting that turns your numbers into decisions you can actually make.
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04 / Tax Resolution
Tax Resolution
If the IRS or a state challenges a return, deduction, or tax position, the response matters. We defend the matter at the tax and financial level, with our affiliated law firm as a legal escalation path.
Tax Resolution Support
We step in to defend the matter: identifying the issue, building the record, and challenging unsupported adjustments. If it escalates to legal representation or litigation, you can separately engage Ukpabi Legal, PLLC, our affiliated law firm.
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Important disclosure
Vital Tax & Advisory Group is not a law firm and does not provide legal advice. Engaging VTAG for tax planning, tax compliance, bookkeeping, CFO advisory, or related services does not create an attorney-client relationship, and the protections of that relationship do not apply to VTAG's work. Ukpabi Legal, PLLC is a separate, affiliated law firm that provides legal services, including tax controversy and IRS representation, under its own engagement terms.
Not sure where you fit?
Tell us where your business is and we will point you to the right starting place.