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Cathee Linton

Tax Manager

Cathee Linton, Enrolled Agent, brings her clients over four decades of financial expertise, with 42 years in bookkeeping and 24 years specializing in taxes. Her extensive experience encompasses a broad spectrum of tax services: personal, S Corp, corporate, gift tax, non-resident, trust, non-profit, partnerships, payroll taxes, and sales tax. Her versatility and comprehensive knowledge make her adept at handling any tax challenge. Clients value her problem-solving skills, likening her approach to solving complex tax returns to piecing together a puzzle. Cathee's commitment to excellence and passion for her work ensure that each client's unique needs are met with precision and care.

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We consider our Services a Family Office. Family Offices are reserved for the wealthy to create a team to manage their businesses, finances, and financial legacy. VMG Financial is a Multi-Family Office approach serving the underserved small businesses and families in America.

Current…

  • CPAs are usually historians and accounting for your numbers in the past. Our CPAs provide you with forward-looking tax plans.

  • Financial Advisors are typically stock market focused.  We like to partner with them and offer estate planning, legacy planning, tax planning, Roth conversion calculations, etc.  For a business owner we know your best return and wealth building is in your business.

  • Attorneys set up your entity and you usually never talk to them again. We partner with attorneys to ensure your family and business get the best legal benefit of all structures.

Our CPAs, Financial Advisors, and Attorneys work on your behalf. We call our approach the Triangle Wealth…

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Our Family Office Services include and are not limited to:

  • Tax Preparation

  • Business/Real Estate Tax Incentives

  • Financial Advisory

  • Business Expansion

  • Retirement Planning

  • Insurance Planning

  • Sales Consulting

Our mission is to help families maintain financial viability in the present while taking a proactive approach to achieve future goals.

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