Trusted CPAs in Monmouth County for Your Financial Success

Empowering Your Financial Future

VFG Advisory LLC, is dedicated to providing expert financial consulting and tax services tailored to meet your unique needs. Our team of seasoned professionals is committed to delivering insightful guidance and personalized solutions that empower individuals and businesses to achieve their financial goals. With a focus on integrity and excellence, VFG Advisory LLC stands as a trusted partner in navigating the complexities of today's financial landscape.

Optimizing Finances

Expert tax return preparation

Our team excels in tax return preparation, ensuring accuracy and timely filing. We tailor our approach to meet your specific financial needs and help you maximize possible returns.

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Specialized tax consulting

Our team excels in specialized tax consulting. We provide insights and strategies tailored to your needs, ensuring compliance and optimized financial outcomes.

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Mergers & Acquisitions

Our team guides clients through the complex process of mergers, from strategy development to final execution, ensuring a seamless transition and maximizing value.

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Financial Planning

We provide personalized financial planning to help you meet your goals. Our experts create custom plans that address your unique needs and aspirations, ensuring a secure and prosperous future.

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Estate & Trust Tax Preparation

Our experts guide you through estate tax preparation. We ensure compliance with current regulations, helping minimize liabilities and optimize your financial position effectively.

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Bookkeeping

Our team ensures accurate and timely bookkeeping. We handle your financial records, so you can focus on growing your business. Let us manage your books and provide you with reliable financial insights.

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Our Clients Value Our Diligence

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Dec 19, 2024: Jacob Ansel and the team at Vision have been a tremendous asset to DeepNerd Media. As a small business, it’s vitally important to have financial advice you can trust and reliable accounting support. Jake has a fantastic ability to explain complex tax code to those of us not in the financial sector, and his ability to understand the ins and outs of various industries is impressive. His support staff are also top notch. Thank you for all you do for us!

- Cam Collins, COO DeepNerd Media

Aug 15, 2024: Jake and his team have been able to assist us with their professional and knowledgeable experience for our quarterly tax processing and overall tax advice. With a team who is readily available to answer our questions, responsive and diligent always. We have a great working relationship and the confidence in their experience, and always know that their advice will be sound, honest, and keeping in mind what is best for our business; helping us stay on track for both compliance and profitability.

- Ira Greenberg, CEO Keystone Technologies LLC

Feb 19, 2024: We have great confidence in their experience, and always know that their advice will be sound, honest and keeping in mind what is best for our business; helping us stay on track for both compliance and profitability. With a team who is readily available to answer our questions, responsive and diligent, we have made it through many yearly audits with them, turning what could have been very painful processes into productive and efficient ones. We have a great working relationship and know that, with them, our company’s accounts are in safe and experienced hands. I would recommend VFG as a company, and also Jake personally, without reservation and know that anyone who retains them will be glad that they did.

- Lori Heiss-Tiplady, COO & In-House Counsel-Strand Finance, Inc

Contact Our Expert Team Today

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