Expert Tax Services for Financial Advisors &

We study the tax code and monitor all changes so that you don't have to.

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Partner with Vincere Tax for all your tax needs!

Increase Your Value To Your Clients Without the Extra Work!

Easy Tax Prep

We help financial planners become a one-stop-shop for their clients by offering "white labeled" tax prep. You get to be involved through the whole process with your client.

Tax Planning Support

We offer back end and client direct tax planning support, so you can have a broader range of experts on your team! 

Crypto Tax

You don't have to shy away from crypto conversations anymore! Our team is experts in Bitcoin and other crypto, and love diving into the wild west of crypto tax legislation.

Tax Estimates

Get your clients tax estimates throughout the year, so they can have better projections and you look like a proactive rockstar! 


Have client that run businesses? How would you like clarity into their business like you've never had before? Well, we can help with that! We can do your clients books and bring you along for the ride.

CFO Services

We can go way beyond your business owner client's books. We can do cash flow projections, tax planning, entity optimization, and more... We'll collaborate with you to make sure our recommendations match your planning.

How To Get Started

Step 1 - Sign Up

Signing up is as easy as letting us know you want our help!

Step 2 - Review and Sign Agreement

Sign our mutual agreement, so we can start working together.

Step 3 - Start Helping Clients

We guide you through getting into our systems, so you can start sending us clients!

A Tax Firm With A
Planning Focus

We're Not a "Tax Black Hole"

If you're sick of referring your clients to a "CPA black hole" where they're giving your clients poor service and likely advice that contradicts your financial plan, well we were too - that's why we started Vincere Tax! Vincere Tax was founded by a Josh Bennett, an Investopedia top 100 advisor.

We Bring Our Planning Background To Help You And Your Clients.

We don't just file your clients taxes and leave it at that. We look for planning opportunities for you to add value. We want to make you look like a rockstar in your client's eyes while providing your the insights for you to present what fits in their plan.

Josh Bennett on Investopedia.

Pricing Plans

You can pass our pricing through to your clients or we can bill your firm.
We give you the flexibility of how we bill.
Tax Filing Only

$ 500/yr

Per Firm - *Waived with 10 tax returns
Tax Return Packages:
*Can be billed to client or advisor
Individual Taxes Package
**Starting at $250
Business Taxes Package
**Starting at $500

Individual Add-Ons Can Include:

Schedule C - $250
Schedule E - $100+ per property
K-1 - $50+ each
Crypto - $50 per 100 transactions
*For Complex Crypto - Get Quote
30-Minute Review Meeting with advisor or client - $75

*List not comprehensive. Prices subject to change based on complexity. Any Bookkeeping and Accounting adjustments not included

Business Add-Ons Can Include:

1125 - COGS
Detailed Schedule K- $250
Form 8825 - $200
Form 4536 Depreciation- $250+
Other Forms and Schedules $200

*List not comprehensive. Prices subject to change based on complexity. Any Bookkeeping and Accounting adjustments not included

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Full Service
Tax Prep and Planning Starting At

$ 250/mo

Billed monthly
10% off client tax filings
Tax Updates Newsletter - Always be in the know!
Financial Planning Support
Tax Calculation Support
Tax Research Support
White labeled tax content
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Al La Carte Support

$ 997/Setup

Billed as Accrued
W-4 Calculations - $75
Business Tax Plans - $500
Tax Plan Review, Projections, or Estimates - $150+
Crypto Accounting or Cleanup - Request Quote
Accounting or CFO Services -
Request Quote
Research - $150 per hour
Weekly Tax Newsletter - $15/m
White Labeled Tax Content- $97/m
Fee Abatement or Audit Help - $150 per hour
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Contact Vincere Tax And Start Adding Tax Value to Your Clients

Our friendly and professional team is ready to serve you and you clients

Vincere Tax - Tax Reviews and Tax Planning

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