About Us

Vyctorie Tax and Financial Services, LLC is committed to producing high quality service by partnering with business owners and individuals to aid in the achievement of their goals in order to preserve their legacy. We take pride in getting to know our clients and the business in which they operate, in order to provide the best solutions to support their short-term and long-term goals.

Vyctorie Tax and Financial Services, LLC provides a wide variety of services such as Tax Planning, Tax Preparation, Strategic Financial Planning, Bookkeeping and Financial Statement Analysis, all tailored to meet the needs of our clients.

Services

Strategic Financial Planning

Business Owners

We are committed to partnering with business owners in the process of identifying how your business is managed to ensure it achieves both its short-term and long-term goals and objectives.

  • Review Business Operations
  • Budget Development
  • Working Capital Assessment
  • KPI Review and Development
  • Legacy Planning

Individuals

We are committed to working with individuals to identify and eliminate financial waste and to develop a financial plan that will aid in preserving your financial wealth.

  • Review Monthly Financial Position
  • Develop Financial Plan to Eliminate Financial Waste
  • Budget Development
  • Debt to Equity Analysis

 

Tax Planning and Tax Preparation

Business Owners and Individuals

We are committed to working with our clients to analyze their financial position to ensure we are maximizing the available tax deductions to ensure tax efficiency, through the review of the items listed below.

  • Entity Structure
  • Family Structure
  • Long-term and Short-term Business Financial goals
  • Long-Term and Short-term Individual Financial goals
  • Asset Purchase
  • Retirement

Additional Services

We are committed to helping our clients maintain accurate accounting records through our bookkeeping and monthly financial statement analysis services.

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