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Javid K. James, CPA

Tax Manager

Mr. James attended Florida Gulf Coast University where he graduated from the Lutgert College of Business with a Bachelor of Science in Accounting degree in 2013. After graduating from FGCU, Mr. James started working for a local CPA firm specializing in tax planning and preparation. While working full-time, he continued my education and obtained a Master of Accountancy degree from Emporia State University located in Emporia, Kansas in 2017. His work, college and community service experiences have equipped me to continue serving the general public and adapt to changes in the business environment. We consider our Services a Family Office.

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Family Office’s 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 make sure your family and business are getting 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 are and 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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