VIP success

Schedule Appointment

Early morning, evenings and weekend appointments are available.

What should I bring to my first tax meeting?
Click here for a list of what I will need to prepare your return: Tax Meeting Data

Learn more about our financial planning: ADV Part II

We no longer offer bookkeeping services. Please go to our Trusted Partners page to see our recommendations.

Financial Planning

Information, Analysis and Advice regarding taxes, investments, insurance, retirement and estate planning

  • Preparation of Individual, Fiduciary and Gift Tax Returns
  • Tax Planning – Learn tax implications BEFORE you make a financial decision.
  • IRS Correspondence – We will help you respond to IRS notices.
  • Review Investment portfolio to ensure it aligns with your current goals and values
  • Review Insurance holdings and compare to current insurance needs — Medicare, too
  • Retirement Planning — Are you on track to meet your goals? You can thrive on your current income.
  • Estate Review — Does your will and trust meet your current needs and tax laws?

VIP Services

Tax Planning

With a little tax planning big tax bills can be avoided. Our Registered Tax Planner Temple Parker will help you be more proactive to find the best tax advantage strategies throughout the year to reduce your taxes.
  • Individuals will benefit from VIP’s solid tax planning strategy. Individuals (who owe taxes or make estimated payments) can reduce or sometimes even eliminate tax payments.
  • VIP will match you to tax advantages that fit your business. We will help owners (LLC, Sole Proprietor, Partnerships or S Corp) maneuver their business toward the plethora of tax breaks available.
  • And for those who are earning over $150,000 and think they no longer qualify for tax credits, we want you to talk to us. We will offer creative ways to help you reduce your taxes owed.
VIP looks at tax planning and preparation as a team effort. We ask questions and more importantly we listen to yours. We will collaborate with you to reach your goals — everything from selling a business to life changes like retirement — we know different tax strategies to help you along the way.