Vaca Tax and Financial Group
4.3
(67)
From
Minneapolis, MN
SinceOctober, 2021
About
Rewritten:
Services for Taxes
Taxes are an integral part of your financial planning, affecting various aspects of your financial life. Our team of tax experts is well-equipped to provide you with advice in the following areas or help you steer in the right direction:
Tax return filing - We strive to minimize your tax liability and avail tax breaks that you may be eligible for.
Future tax planning - Whether you plan to sell your rental property, retire soon, sell investments, or make other income-affecting changes, we can estimate your tax liability and help you prepare for it.
Post-death taxes - Are estate taxes a concern for you? We can assist you in reducing estate taxes and file estate tax returns on your behalf.
Small business matters - Do you own or are you considering setting up a small business? Share your concerns with us and expect innovative tax-saving ideas.
Services for Financial Planning
Often overlooked, financial planning services can significantly impact your long-term financial freedom.
Investment services - Are you starting to invest, and unsure of where to begin? Our financial advisors will guide you in making informed decisions, including determining whether an IRA or Roth IRA is better suited for you.
Asset allocation - Should you keep your money in a bank account or invest in stocks and bonds? Is your portfolio too risky? We can help reduce your investment risk and keep track of your investments regularly.
Our step-by-step process focuses on:
* Minimizing your investment risk
* Keeping track of your investments on a regular basis so you don't have to
* Exploring new market possibilities to maximize your investment returns.
Profile isn't claimed yet
Reviews
RL
Ryan L.
I greatly appreciate David's assistance and eagerly anticipate future collaboration with him.
December 21, 2022
JA
Joshua A.
The tax preparer I worked with was exceptional in his knowledge and expertise. As a result of his services, I've decided to keep him as my new accountant. He was able to find various areas where I could save money, and he conducted himself in a friendly and unhurried manner. I also found his rates to be quite reasonable.
August 6, 2022
AM
Anthony M.
David is not your average tax professional; he's more like a confidante who prioritizes your best interests. I would endorse him to anyone without hesitation; he's the genuine article!
January 28, 2022
AW
Anthony W.
If you have any queries, David is ready to provide a comprehensive explanation. In our case, he assisted us with our insurance, mortgage lender, taxes, and even referred us to our realtor. I would advise my relatives and acquaintances to seek Vaca Tax and Financial Group's services.
January 22, 2022
BA
Brittany A.
Although my only concern is the pace of communication, I recognize that as an accountant during tax season, David undoubtedly worked a significant number of hours. Ultimately, I ended up with several thousand dollars more than I would have gotten with a service like TurboTax, and I paid only a slightly higher fee. I wholeheartedly endorse David to anyone in my circle of friends or family.
January 19, 2022