Welcome to
Vincent Financial Group Inc.
Here you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. Dan Vincent, EA, previous partner of TAXPRO, acquired North Valley Financial Services and Wayne Greenfield, EA tax firms now known as Vincent Financial Group, Inc. With the consolidation of these businesses Vincent Financial Group is able to provide the following services:
- Tax Return Preparation including
- Individual
- Business
- Corporate
- Estate
- Non-Profit
- Tax Planning
- Tax Representation
- Financial Services Including
- Retirement Planning
- Education Planning
- Estate Planning
- Insurance
Calculators
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.