Vaca Tax and Financial Group

Great 4.7(86)
In high demand
  • 137 hires
  • Based in Saint Paul, MN
  • 16 years in business
  • 6 employees
  • Background checked

About Vaca Tax and Financial Group

Tax Services The piece of your financial puzzle called "taxes" permeates every area of your financial life. All of our tax experts can either give you advice in the following areas, or they can guide you in the right direction. Filing your tax return - We work to help you pay the lowest tax allowable and use all the tax breaks available. Planning for future taxes - Are you thinking about selling your rental property, wondering how retirement income will change your picture, selling investments, or making other changes that affect your income? We can project into the future and figure an estimated tax for you so you know how to prepare. After-death taxes - Will you be affected by estate taxes? We can help you find ways to reduce estate taxes and file the estate tax returns for you. Small business concerns - Are you starting a small business, or do you already have a successful business? Ask us for tax saving ideas. Financial Services These services sometimes are overlooked by many people, but it may be one of the most important services for a financial freedom. Investment Services: Do you need help starting? Do you know if an IRA or Roth IRA is better for you? Our financial advisors can help answer all your questions. Asset Allocation: Should I keep my money in the bank? Should I invest in bonds or stocks? Is my portfolio too risky? Our repetitive process focuses on the following: * Reducing your overall investment risk * Monitoring your investments in a regular basis so you do not have to * Review possible new markets for your money to work for you

Reviews

Cory J.Dec 2022

David was very helpful and I look forward to working with him in the future.

Lydia V.Jan 2020

David is very knowledgeable and professional. He answered all of my questions regarding deductions and found the best option for me. He went further by addressing potential concerns for me, and made great recommendations regarding what I need to do going forward. David is very prompt. I was able to get a hold of him via email, phone and or text. When I initially reached out to him for a quote, he reached out to me within 5 minutes. I will definitely be going to him again and I highly recommend him to everyone!

Bonnie H.Feb 2019

I showed up 15 min early and no one was around, building looked vacant and door handle came off when I tried to enter. Sent a text that I was there and left. No response😕I’ll go elsewhere. Seems like we just had a address mix-up. I really can’t review his work, but he seemed like a nice person.

Joel a.Feb 2019

David was super easy to work with, explained exactly why our taxes turned out the way they did, and answered all our questions. Will definitely be going back next year.

Matt S.Feb 2019

Great guy highly recommend. Definitely going to be back.

Gina C.Apr 2017

David was wonderful to work with—responsive, knowledgable and thorough. Plus, he's fun to talk to and has a great sense of humor, which are two very welcome attributes when you're talking about something that can be as stressful as taxes. He did great, fast work and the experience was a pleasure from start to finish. I'll be back for sure!

Michael R.Apr 2017

We had been with our previous tax preparer for a number of years, but felt that a change was needed. We found David to be an engaging young man, with a thorough knowledge of all things taxes. We're glad we made the change and would highly recommend him.

Thumbtack customerMar 2017

This was the second time I've hired Mr. Vaca because I had good experience last year. He's nice and does a good job, however, the communication is very hard and unpredictable and even after trying for days, I couldn't get hold of him nor a reply back from him because he's going to mail me my tax papers, but I've not received them in a month. It's very hard for me to write this as I like him as a person but feel very disappointed not being able to communicate or reply back. It's very stressful when a person can't be reached on a timely manner (I've tried texting, calling, leaving a VM etc.) which is not professional at all.

Marjean T.Mar 2017

David is very personable and knowledgeable and did a great job with our taxes. We would recommend him to others.

David J.Feb 2017

David helped answer my questions and filed my taxes in a timely manner.

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Vaca Tax and Financial Group★ 4.7
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