Strategic VFO "Accountants & Tax Strategists"

Strategic VFO "Accountants & Tax Strategists" Strategic VFO offers Virtual CFO Services, Taxes Planning/Prep, Business Plans, Business Consulting, Accounting, Payroll, Family Office Services and more……

Businesses and individuals have many choices when looking for CPA type services, we ask that you choose Strategic VFO "Virtual Accountant & Tax Strategist". We bring honest, exceptional, relentless work to our clients - both individuals and small, mid-sized business owners. We won’t treat you as a number instead, we want to partner with you for life. We want to be there to assist you when challenges emerge, to celebrate successes, to answer every question you have in a timely manner and to always be there when you need us. We are grateful to have lasting relationships with our clients. Our Company is an innovative hybrid of a CPA Practice plus a Business Consulting Firm with more than 40 years of combined experience in “Corporate America,” small business ownership and senior management. We are excited about being able to assist entrepreneurs in their business ventures. We are a full-service business partner with the ability to provide professional service and assistance for small and mid-sized businesses from formation to interim CFO/Controller services; as well as bookkeeping, strategic business consulting, QuickBooks training and implementation, strategic and proactive tax planning and preparation, complete accounting services, budgeting, forecasting, financial reporting, financial analysis, and so much more. Our objective is to partner with small and mid-sized businesses in every aspect of their business evolution by offering technical expertise and quality client service. We pride ourselves in uncovering the right answers for you to meet your needs and goals. We will devote the extra efforts to enhance profitability for your business, to help you become a stronger leader or competitor in your industry/territory. We will collaborate on which path to proceed to accomplish your established goals and objectives. We will relentlessly progress in offering the best possible services to our clients. Our energetic, friendly and personable team proudly serve both English and Spanish speaking clients. We will be happy to set up an appointment to learn more about you and how we can help you. The initial consultation is free and we will guarantee you will be heard and not hurried during the consultation. We want to ensure we understand your needs. Call us now or set up an appointment via the form to the right to begin our lasting friendship - based on mutual trust and respect - with any of the services we provide!

Are you struggling with setting up your QuickBooks properly? We know all too well how confusing and frustrating this pro...
09/18/2026

Are you struggling with setting up your QuickBooks properly? We know all too well how confusing and frustrating this process can be, and want to help you set it up correctly, so you can focus on the operations of your business.

Knowing that taxes are your highest lifetime expense, ensuring your accounting software is properly maintained will impact your tax liability.

Let us help you minimize your tax liability the right way to reduce your risk for audit.   www.strategicvfo.com❌Keys Tip...
02/24/2026

Let us help you minimize your tax liability the right way to reduce your risk for audit. www.strategicvfo.com

❌Keys Tips to Minimize Audit Risk:

☑️Report All Income: Ensure all W-2s, 1099s, and other income sources match IRS records.
☑️Avoid Overstating Deductions: Only claim legitimate, necessary expenses, especially for high-risk areas like business travel, vehicle use, or home office deductions.
☑️Review for Errors: Double-check Social Security numbers, math, and banking information before filing.
☑️Explain Anomalies: If you have large fluctuations in income or expenses, include notes or explanations to justify them.
☑️Keep Records: Maintain organized records to prove every deduction if questioned.
☑️Use Tax Professionals: Employ a CPA or tax professional to ensure accuracy.

❌Common Audit Red Flags:

☑️Unreported income.
☑️Excessive or mismatched deductions.
☑️Consistently high-income earners or specific business types.
☑️Math errors.

We are "Your Virtual CFO" minimizing tax obligations, maximizing cash flows with the goal of your succession plan as the driver!

Is your QuickBooks Online account a mess and you need help figuring out what your financial status currently is? If so, ...
02/05/2026

Is your QuickBooks Online account a mess and you need help figuring out what your financial status currently is? If so, you are not being proactive and minimizing your highest lifetime expense, tax liability. We are experts in cleaning up these kinds of messes and would love to assist. Feel free to call us anytime at 321-324-0389 or go to www.StrategicVFO.com to learn more.

Knowing that taxes are your highest lifetime expense make sure you work with an experienced, proactive tax preparer. We ...
02/05/2026

Knowing that taxes are your highest lifetime expense make sure you work with an experienced, proactive tax preparer. We have decades of experience. Let us help you strategize to minimize your tax liability. Call us today at 321-324-0389. www.strategicvfo.com

Choosing an inexperienced tax preparer CAN and WILL cost you a lot of money. Start 2026 right. Check out www.strategicvf...
01/03/2026

Choosing an inexperienced tax preparer CAN and WILL cost you a lot of money. Start 2026 right. Check out www.strategicvfo.com to start minimizing your highest lifetime expense, taxes.

We can take care of your tax strategies/preparation while you handle the parallelograms. We focus on minimizing your lia...
12/30/2025

We can take care of your tax strategies/preparation while you handle the parallelograms. We focus on minimizing your liability and saving you your hard earned money. www.strategicvfo.com

Taxes are your highest lifetime expense. Our team at Strategic VFO "Accountants & Tax Strategists" has been very busy in...
12/05/2025

Taxes are your highest lifetime expense. Our team at Strategic VFO "Accountants & Tax Strategists" has been very busy in 2025 working with clients on minimizing this expense, especially focusing on the Big Beautiful Bill benefits. With decades of experience, it's best to be proactive. Being proactive WILL save you money. It’s still not too late.

We are "Your Virtual CFO" minimizing tax obligations, maximizing cash flows with the goal of your succession plan as the driver!

Taxes are your highest lifetime expense.Let us help you maximize your success as an entrepreneur while assisting you to ...
08/05/2024

Taxes are your highest lifetime expense.

Let us help you maximize your success as an entrepreneur while assisting you to minimize your tax liability, maximize cash flow and get you to that succession plan sooner rather than later, with our Family Office CFO Services.

Strategic VFO "Accountants & Tax Strategists" Family CFO Services helps unify your needs by providing comprehensive Family CFO Services. Our Family CFO Services provides an emphasis on maximizing wealth through Family, Strategic and Operational planning. 

Taxes are your highest lifetime expense. Our team at Strategic VFO "Accountants & Tax Strategists" has been busy in 2024...
07/18/2024

Taxes are your highest lifetime expense. Our team at Strategic VFO "Accountants & Tax Strategists" has been busy in 2024 working with clients in response to the IRS letters they received for tax liability owed. Speaking from decades of experience, it's best to be proactive. This will save you money.


https://www.thetaxadviser.com/news/2024/jul/irs-collects-billion-from-high-income-people-who-owed-back-taxes.html?utm_source=mnl:taxinsider&utm_medium=email&utm_campaign=18Jul2024 www.strategicvfo.com

The IRS is collecting on tax liabilities that were not “even in dispute,” Commissioner Danny Werfel said, but the IRS did not previously have the resources to pursue payment.

Address

120 Stone Post Road
Longwood, FL
32779

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

4079610000

Alerts

Be the first to know and let us send you an email when Strategic VFO "Accountants & Tax Strategists" posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Strategic VFO "Accountants & Tax Strategists":

Shortcuts

Share

Category