Specialized Tax Consulting

At the core of our specialized offerings is our industry specific expertise. From multi-state tax considerations to detailed financial planning and industry-specific insight, our firm is committed to providing guidance across multiple platforms. We realize that proactive advice is necessary for today’s successful individuals. Our team is constructed of passionate professionals who take ownership of your challenge and make it their ambition to deliver a clearly defined solution.

Real Estate

Real estate expertise including 1031 exchanges

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Medical Professionals

Medical practice analysis and reporting

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Tech Companies

Advising from inception through exit strategy

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Athletes and Entertainment

Multi-state tax review and “jock tax” analysis

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Restaurants

Advising from launch to profitability and beyond

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Creatives

Taking care of the finances so you can focus on the creative

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Vestboard is devoted to stewardship through enhancing your financial future,
your life and the human experience.