Services
Tax Planning & Return Preparation
We spend the entire year planning for our clients’ taxes and preparing the necessary returns.
more »Family Office Services
We play a critical role in setting up a family office or personal accounting structure that enables clients to accurately track all aspects of their financial lives to include net worth, spending patterns, asset allocation, and more.
more »Business Management & Accounting
From bookkeeping, to accounts receivable andpayable management, to monthly GAAP basis reporting; we handle it all for our business clients.
more »Estate/Gift Planning & Trustee Services
Our role as the family advisor is a natural entre into our clients’ estate, gift, and trust planning.
more »Tax Controversy Services
Vescio Family Advisors, LLC has extensive experience representing taxpayers at all levels of federal and state tax controversy.
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