FREE EBOOK OFFER: GUIDE TO ELIMINATING TAX DEBT & MAXIMIZING PROFITS

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Davie Smiling
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Creating Tax Solutions as a Vehicle for Wealth-Generation

 VISIONARY FINANCIAL SOLUTIONS is your go-to platform for tailored tax strategies. Our Tax Experts offer comprehensive advice and guidance to help individuals and businesses navigate the complex world of taxes. Our primary goal is to help you reduce your tax burden and unlock your potential for wealth accumulation.  

Find out more

CHOOSE A PLAN THAT'S RIGHT FOR YOU

OUR TAX PLANS SET YOU ON THE RIGHT PATH so you can spend more time doing the things you love to do!

Hello

Fast Tax Filing

Welcome to Visionary Accounting & Tax Services, where we make tax filing fast and easy. Our team of experienced tax professionals is dedicated to helping you maximize your refund and minimize your stress. Contact us today to get started.

Find out more

TAX PLANNING PACKAGES FOR THE SAVVY TAXPLANNER

BASIC

ESSENTIALS

ESSENTIALS

 

  • Onboarding
  • Basic Tax Preparation (no Schedules)
  • Bookkeeping
  • Manage Bills 
  • Track Expenses
  • Calculate Deductions
  • Categorize Expenses
  • Group Mentoring
  • (2) Free 1-on-1 30-minute Consultations
  • Ongoing Email Connections & Communication

SUBSCRIBE

ESSENTIALS

ESSENTIALS

ESSENTIALS

 

  • All of Basic Package
  • Premium Tax Preparation (1 Schedule)
  • Household Budget
  • Family Financial Planning & Management
  • Payroll Basic Package
  • Audit-Protection Planning
  • Group Mentoring
  • Coaching Activities & Challenges
  • (1) Free 1-on-1 30 minute Trimester Consultations
  • Ongoing Email Connections & Communication

SUBSCRIBE

PREMIUM

PLATINUM

PLATINUM

 

  • All of Essentials Package
  • Premium Tax Preparation (2 Schedules)
  • Family Financial Planning & Management
  • Small Business Entity Formation
  • Quarterly Financial Reporting & Analysis
  • Payroll Premium Package
  • Backward-Engineering Wealth Creation Planning
  • Audit-Protection Planning
  •  Group Activities, Private Coaching & Challenges
  • (1) Free 1-on-1 30 minute Quarterly Consultations
  • Ongoing Email Connections & Communication

SUBSCRIBE

PLATINUM

PLATINUM

PLATINUM

 

  • All of Premium Package
  • Premium Tax Preparation (all necessary Schedules)
  • Family Financial Planning & Management
  • Small & Corporate Business Entity Formation
  • Premiere Bookkeeping Services
  • Quarterly Financial Reporting & Analysis
  • Payroll Premium Package
  • Estate Planning
  • Retirement Planning
  • Financial Goal Evaluation
  • Backward-Engineering Wealth Creation Planning
  • Audit-Protection Planning
  •  Group Activities, Core-Teaching, Private Coaching & Challenges
  • (1) Free 1-on-1 60 minute Monthly Consultations
  • Ongoing Email Connections & Communication

SUBSCRIBE

CUSTOMIZED TAX PLANS

Customized Plans

Monthly Subscription

Monthly Subscription

Can't find the plan that's "JUST RIGHT" for you?  Contact us, TODAY, and we'll help you customize a plan according to your financial goals.

Customize My Plan

Monthly Subscription

Monthly Subscription

Monthly Subscription

Are you big on DIY? Are you on top of your finances, and have your Company's transactions organized, but just need some advice, occasionally?  We have no-obligation, risk-free monthly subscription plans available that you can start or stop whenever you want.

No obligation Monthly Subscription plan

TAX PLANNING TOOLKIT Equip yourself with the necessary tools to jumpstart your journey of transitioning yourself from tax preparation to tax planning. Our tax planning toolkit is designed to make tax season a breeze, so you can relax knowing your finances are in good hands. Give yourself the gift of financial liberty today!

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RISK-FREE Tax Planning Trial

14-DAY TRIAL: JUMPSTART YOUR TAX PLANNING JOURNEY

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FACEBOOK VIP MEMBERSHIP

$47/ MONTH: CONNECT.NETWORK.DEVELOP

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TAX PLANNING TOOLKIT

$570 JUMPSTART YOUR TAX PLANNING JOURNEY

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FACEBOOK VIP MEMBERSHIP

$47/ MONTH: CONNECT.NETWORK.DEVELOP

Give the Gift of Visionary Accounting & Tax Services Tax Services

A gift card from Visionary Accounting & Tax Services Tax Services is the perfect gift for anyone who could use a little help with their taxes. Choose the amount you'd like to give and we'll take care of the rest.

Buy Gift Card

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