Sundra W Vann, CPA, PC

At our firm, we pride ourselves on providing personalized attention and expert financial guidance to individuals and organizations of all sizes. We believe in building lasting relationships with our clients, understanding their unique needs, and helping them achieve their financial goals. Our team of experienced professionals is dedicated to delivering high-quality, comprehensive services that meet the most demanding requirements. We strive to create a welcoming and supportive environment where our clients feel comfortable discussing their financial matters openly and honestly.

Our Services

We offer a wide range of financial services designed to address every aspect of your financial life. Whether you are an individual seeking to secure your financial future, a small business owner looking for growth strategies, or a non-profit organization requiring expert tax and financial management, we have the expertise and resources to help you succeed.

For individuals, we provide personalized financial planning services, including retirement planning, investment management, estate planning, and elder care guidance. Our knowledgeable advisors will work with you to develop a comprehensive plan tailored to your specific circumstances and objectives.

We also specialize in resolving IRS tax problems. Our experienced tax professionals can represent you in audits, negotiate with the IRS on your behalf, and help you find solutions to tax debt issues such as liens and levies.

Our business services encompass a broad spectrum of needs, from small business accounting and QuickBooks expertise to strategic financial planning and succession planning. We understand the unique challenges faced by businesses of all sizes and are committed to providing the support and guidance you need to thrive.

We also offer comprehensive non-profit services, including tax planning and preparation, financial management, and guidance on compliance with IRS regulations. We are dedicated to assisting non-profit organizations in maximizing their impact and achieving their mission.

Financial Expertise You Can Trust

Our firm is built on a foundation of integrity, professionalism, and a genuine commitment to our clients' success. We are continuously updating our knowledge and expertise to stay ahead of the curve in the ever-evolving world of finance. Our dedicated team is here to answer your questions, provide clarity, and empower you to make informed financial decisions.