Technical depth, applied practically.
Our team combines formal tax training with hands-on financial analysis, so the advice you get accounts for both the tax code and the numbers.
Vital Tax & Advisory Group
CFO-level guidance, built for the decisions that define your business.
Tax planning, tax compliance, bookkeeping, financial analysis, and M&A advisory for business owners who need more than a once-a-year conversation about their numbers.
If the IRS or a state challenges you, we step in to defend the matter at the tax and financial level. If it escalates to attorney representation or litigation, you can separately engage our affiliated law firm, Ukpabi Legal, PLLC.
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“Anyone may so arrange his affairs that his taxes shall be as low as possible; he is not bound to choose that pattern which will best pay the [government]; there is not even a patriotic duty to increase one’s taxes.”
Gregory v. Helvering, 69 F.2d 809 (2d Cir. 1934)
What We Do
A CFO function you can call on, plus the deal expertise to back it up.
01
Tax
Proactive planning paired with accurate, on-time compliance, so tax season is the result of decisions made months earlier, not a scramble in April.
Learn more 02Business Valuations and M&A
Buy-side and sell-side support, plus standalone business valuations, for owners buying, selling, or simply needing to know what the business is worth.
Learn more 03CFO and Financial Advisory
Bookkeeping, financial reporting, and ongoing fractional CFO guidance for businesses that need real financial visibility without a full-time hire.
Learn more 04Tax Resolution
If the IRS or a state challenges your return, we defend the matter at the tax and financial level, with Ukpabi Legal, PLLC as a legal escalation path.
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Why VTAG
Built for owners who think ahead.
One relationship, several functions.
Tax planning, compliance, bookkeeping, and financial analysis come from people who already know your business, not a rotating cast of preparers.
A partner through the next deal.
When it's time to buy, sell, or simply understand what your business is worth, we bring valuation and M&A advisory experience to the table.
Advice and defense
We step in to defend, with a law firm for when it escalates.
If the IRS or a state challenges your return, deduction, or tax position, Vital Tax & Advisory Group steps in to defend it at the tax and financial level: identifying the real issue, building the record, pressure testing the agency's position, and challenging unsupported adjustments.
If the matter escalates or needs legal advice, formal attorney representation, appeals, or Tax Court litigation, you can separately engage our affiliated law firm, Ukpabi Legal, PLLC, under its own engagement. It is your legal escalation path when the fight moves beyond tax administration, an option you take up if you need it.
Let's talk about where your business is headed.
Schedule a consultation to discuss tax planning, financial advisory, or an upcoming transaction.