7-11 South Broadway, White Plains, NY 10601
Telephone: (914) 358-9888 - Facsimile: (914) 358-9887

 

Services

Tax Planning & Return Preparation

We spend the entire year planning for our clients’ taxes and preparing the necessary returns.  

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Family Office Services

We play a critical role in setting up a family office or personal accounting structure that enables clients to accurately track all aspects of their financial lives to include net worth, spending patterns, asset allocation, and more.

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Business Management & Accounting

From bookkeeping, to accounts receivable andpayable management, to monthly GAAP basis reporting; we handle it all for our business clients.

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Estate/Gift Planning & Trustee Services

Our role as the family advisor is a natural entre into our clients’ estate, gift, and trust planning. 

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Tax Controversy Services

Vescio Family Advisors, LLC has extensive experience representing taxpayers at all levels of federal and state tax controversy. 

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Advisors for Advisors

One of the most valuable attributes of our firm is the depth of relationships we have with other advisors to our clients.  

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Polygraph & Investigative Services

Vescio Family Advisors, LLC prides itself on our ability to offer our clients a myriad of services. Vescio Family Advisors, LLC now offers the highest quality of investigative services, in which our clients can count on timely and thorough investigations using advanced investigative techniques to conduct systematic and methodical investigations.

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