Concierge Accounting and CPA Services
Whether you are an employee or an entrepreneur with your own business, your VIP CPA will spend time with you to help craft a financial future and legacy which aligns with your goals.
Our CPAs serve a fraction of the clients which others in the industry may normally serve, so they are able to meet with you and spend more time with you, whenever you want. VIP CPA will provide you with the personalized service traditionally reserved for the ultra-wealthy, from annual planning meetings with your attorney and financial advisors, to personal financial statements. Members additionally receive a tax audit protection to let you sleep at night if you are ever audited by the IRS.
Gain peace of mind with CPAs, financial advisors, and tax attorneys available to answer your questions around the clock.
VIP CPA Membership Benefits
Get exclusive, personalized accounting services traditionally reserved for the ultra-wealthy. We have you covered with planning meetings, quarterly personal financial statements, tax audit protection, and more.
Our CPAs are able to meet with you and spend more time with you, whenever you want. We guarantee you’ll receive the attention you deserve to put you on the right track to financial success.
Our accountability does not end with our services. We offer around the clock access, specialty tax and accounting webinars, and resources to answer any questions you have about how to get to where you want to be.
VIP CPA Connect
Receive important tax and financial strategies, and hear expert ideas which will benefit you, your family, and your business.