Vinar Financial Group

Tax Planning

At Vinar Financial we help clients recognize and deal with a variety of tax situations. We are bound by a code of professional ethics and maintain objectivity and integrity in all situations. We combine our extensive range of tax knowledge and experience to help you achieve objectives. We have acquired the EA (enrolled agent) designation.

EA (enrolled agent) A career by studying and passing the Internal Revenue Service’s (IRS’) intensive enrolled agent exam covering all aspects of federal taxation. The award of the enrolled agent (EA) designation recognizes demonstrated knowledge and assures clients that the agent is up-to-date on the latest tax law changes and can represent clients before the examination division of the IRS.

The right to represent taxpayers before the IRS is awarded only to selected groups of individuals, including attorneys, certified public accountants (CPAs), enrolled actuaries, and enrolled agents. To retain the status of an enrolled agent, individuals must complete a minimum of 16 continuing education credits (CPEs) per year, and a total of 72 CPEs in each three-year cycle. Enrolled agents are also governed under stringent rules set forth by the IRS.

The services provided:

Tax Research
Tax Consulting
Tax and Estate Planning
Tax Notice Representation
W2 and 1099 Preparation
New Venture Planning
Electronic Filing

Tax Preparation
Individual Tax Returns
Business Tax Returns
Estates and Trusts
Gift Tax Returns
Fiduciary Returns

All Out of State Tax Returns
Property Tax Returns

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Securities Offered Through Harbour Investments, Inc Members FINRA and SIPC
The registered representative(s) and/or investment advisor representative(s) listed on this website are licensed in the following states;
AZ, CO, FL, GA, MN, MO, MT, NV, SD, TX, VI, WA, WI and registered in the following states: AZ, CO, FL, GA, MN, MO, MT, NV, SD, TX, VI, WA, WI.