Services
Tax Compliance and Planning
Tax Compliance and Planning
Tax compliance and planning aren’t just about ticking boxes; they’re about unlocking opportunities. At VSH CPAs, we go beyond the basics and become your strategic partner who understands your vision. We don’t just file taxes; we work with you year-round to craft a tax strategy that drives smarter decisions for your business and your family.
We specialize in partnering with business owners and family offices who value strategic tax planning. Whether you’re running a local business, managing a family office, or looking to streamline multi-state and international tax filings, we have the expertise to meet your needs.
The Value of Tax Compliance and Planning
Tax compliance is more than just staying on the right side of the IRS—it’s about using every available tool to your advantage. Our Tax Compliance and Planning CPA services are designed to maximize tax efficiencies while ensuring you remain fully compliant with federal, state, and international tax laws.
Corporate Structuring
Multi-State Filing Requirements
International Tax Filing Compliance
Retirement Planning
Entity Structure Planning
Pass-Through Deduction Maximization
Research & Development Tax Credits
1031 Exchanges & Opportunity Zones
Cost Segregation Studies
Estate & Gifting Tax Planning
Cash Flow Planning
Going above and beyond compliance – we’re here to be your partner.
Our team doesn’t just crunch the numbers; we take the time to look at your entire financial picture, spotting opportunities other accountants might overlook. Think of us as an extension of your executive team, offering guidance and support when you need to make strategic decisions.
How We Work with You
When you work with VSH CPAs, you can expect a customized experience tailored to your needs.
Tax planning and compliance can feel overwhelming, especially when managing multiple businesses, investments, or family offices. That’s why we take the time to listen carefully, ask thoughtful questions, and ensure we fully understand your goals. We prioritize using clear, common-language explanations to demystify complex concepts and openly share our opinions to help you make confident, informed decisions.
Tax compliance is more than just staying on the right side of the IRS—it’s about using every available tool to your advantage.
Our Tax Compliance and Planning CPA services are designed to maximize tax efficiencies while ensuring you remain fully compliant with federal, state, and international tax laws.
Many clients come to us because they feel their current accountant isn’t meeting their needs. They want more than just a “drop off your papers” experience—they want a partner who understands their goals, stays engaged year-round, and provides high-level service that adds value. That’s exactly what we offer.
At VSH CPAs, we don’t operate in silos. Our team collaborates across disciplines to ensure you’re getting the best advice possible—whether it’s tax compliance, corporate structuring, or strategic planning. We’re positioned to see things others can’t, which sets us apart.
Responsive & Relationship-Driven
Through frequent communication and check-ins, we prioritize being in tune with your needs and fostering strong, responsive relationships that support your goals.
Strategic Vision
We look at your business and personal finances through a strategic lens, identifying opportunities for growth and savings that others might miss.
Comprehensive Services
In addition to tax, we provide a full range of services to support your business, from cash flow management to estate planning.
National Network
As part of the BDO Network, we offer the resources and expertise of a large firm while maintaining the personal touch of a local CPA.
Ready to Get Started?
Madison Price Zender
Principal
Chris Sullivan, CPA
Managing Partner
Matt Roetcisoender, CPA, CVA
Partner
Lydia Ahn, CPA
Partner
Natalie Trudell, CPA
Senior Tax Manager
Kyle Powers, CPA
Senior Technical Tax Manager
David Martinson, CPA
Tax Manager
Mary Taylor, CPA
Tax Manager
Emma Raivio, CPA
Tax Manager
Jerry Lin
Senior Tax Accountant
Eulogio Gonzalez Flores
Senior Tax Accountant
Stephanie Hermanutz, CPA, MPAcc
Senior Tax Manager
Roth Conversions are a Powerful Tool for Retirement Planning
Retirement planning can be a complex journey, especially for high-net-worth individuals and business owners. With potential tax rate changes on the horizon, now is a critical time to explore how Roth Conversions can enhance your financial future.
