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Your finances,
handled right.

Where your money matters

Your Financial Partner Across the Border

V&G Group is a full-service financial and tax firm in Stone Oak: tax preparation, insurance, business advisory, and financial consulting, all under one roof, in English and Spanish.

Stone Oak, San Antonio TX 78258 (210) 000-0000 info@vngfinancialgroup.com Mon–Fri 8am–6pm © 2027 V&G Group LLC · All rights reserved
Stone Oak TX 78258  ·  (210) 000-0000  ·  info@vngfinancialgroup.com

What we do

One firm.
Every financial need.

From simple tax returns to business strategy — we serve individuals, families, and entrepreneurs in San Antonio and surrounding areas.

Tax Preparation

Individual and business tax returns prepared accurately and on time — from simple W-2s to complex business filings.

  • Form 1040 — Simple, Moderate & Complex
  • S-Corp (Form 1120-S)
  • Partnership / LLC Multi-Member (1065)
  • C-Corp (Form 1120)
  • Sole Proprietor / Schedule C
  • ITIN Applications (Form W-7)
  • Franchise Tax Return (Texas)
  • Sales Tax Return
Free estimate

Bookkeeping & Accounting

Monthly financial management so you always know where your business stands and you're ready at tax time.

  • Monthly bookkeeping
  • Payroll processing
  • Financial statements
  • QuickBooks setup & support
  • Year-round accounting support
  • Sales Tax Reporting
Year-round service

Financial Consulting

Strategic financial guidance to help you build wealth, plan for the future, and make decisions with confidence.

  • Personal financial planning
  • Retirement strategy
  • Debt management
  • Investment planning overview
  • Financial goal setting
Long-term strategy

Business Advisory

Operational and logistical consulting to help your business run better — from startup to scale.

  • Business structure & entity setup
  • Operational process review
  • Cost reduction strategy
  • Logistics & supply chain guidance
  • Growth & expansion planning
For entrepreneurs

Insurance — IUL & Life

We're bringing on an insurance specialist to help you protect your family and grow wealth through Indexed Universal Life and life insurance planning.

Coming Soon

Lending — On-site Loan Officer

Soon you'll be able to access financing without leaving our office. An on-site loan officer will help you find personal loans, business financing, and more.

Coming Soon

Real Estate — Realtor

We're adding a licensed realtor to the team — so you can buy, sell, or invest in property with the same trusted faces you rely on for your finances.

Coming Soon

Why clients choose V&G

01

One place for everything

Taxes, bookkeeping, and business advice — all in one place, no need to run across town for different appointments.

02

English & Spanish

We serve the San Antonio community in both languages. No language barriers, no misunderstandings.

03

Real people, real advice

You work directly with our team — not a call center, not a rotating staff. Same faces every time.

04

Stone Oak location

Conveniently located in Stone Oak, serving families and businesses across north San Antonio.

A firm built for the San Antonio community

V&G Group was built with one simple idea: financial services should feel approachable, not intimidating. Whether you're filing your first tax return or planning the next step for your business, we're here to guide you.

We understand the unique needs of bilingual families and immigrant-owned businesses in San Antonio. We've been in your position. That's why everything we do is built around trust, clarity, and a real relationship — not just a transaction.

English Español

How It Works

A simple process, from first call to ongoing support.

1

Free Consultation

We learn about your business, your goals, and what kind of financial support makes sense for you.

2

Send Your Documents

You share your records securely; we review what is there, identify gaps, and put together a clear plan.

3

We File & Report

We handle your taxes or bookkeeping accurately and on time, keeping you informed at every step.

4

Year-Round Support

We are here beyond tax season for questions, planning, and staying ahead of every deadline.

Why Clients Trust Us

Confidence builders that matter before you get started.

Bilingual Service

We work with you in English or Spanish, whichever is more comfortable for you and your business.

Secure Document Handling

Your financial records and personal information are handled with care and strict confidentiality.

Year-Round Availability

We are not a seasonal office. We support you throughout the year, not just at tax time.

Cross-Border Expertise — U.S. & Mexico

We support Mexican companies with U.S. presence, individuals with income in both countries, and ITIN applications for foreign residents.

Individuals, Families & Businesses

Whether you are filing as an individual or running a company, we have the expertise to support you at every stage.

Clear Communication

You will always know where things stand. No vague updates, no waiting weeks for a response.

Common Questions

Questions business owners usually ask before getting started.

What documents do I need to prepare my taxes? +

For individuals: W-2s, 1099s, Social Security numbers for all dependents, mortgage interest statements, and last year's return if available. For businesses: income and expense records, payroll reports, and bank statements. We'll give you a tailored checklist after your first consultation — for free.

Can you help if I haven't filed for one or more prior years? +

Yes. Catching up on unfiled returns is one of the most common situations we handle. The IRS has options to reduce penalties and get you back in compliance — the important thing is to start. We'll walk you through it without judgment.

What is the Texas Franchise Tax, and does my business need to file it? +

The Texas Franchise Tax (also called the margin tax) applies to most businesses operating in Texas — LLCs, S-Corps, C-Corps, and partnerships. Many small businesses qualify for the no-tax-due threshold but still have to file the annual report. We handle the preparation and make sure you stay compliant.

What is Sales Tax Reporting and does my business need it? +

If your business sells taxable goods or services in Texas, you are required to collect and remit sales tax to the Texas Comptroller — monthly, quarterly, or annually depending on your volume. We track your taxable activity and handle the filings so you don't miss a deadline or overpay.

Do I need to own a business to use your services? +

Not at all. We serve individuals and families too — from simple W-2 returns to more complex situations like freelance income, rental properties, ITIN applications, and first-time filers. If you have a financial question, chances are we can help.

Do you offer services in Spanish? +

Absolutely. We're fully bilingual — English and Spanish. You can work with us entirely in your preferred language. No interpreters, no awkward translations — just a real conversation.

Who we are

Meet the team

Professionals committed to your financial success, in English and Spanish.

Photo coming soon

Full Name

Tax Advisor & Financial Consultant

Brief description of background, expertise, and what they bring to clients.

Photo coming soon

Full Name

Customer Service & Financial Consultant

Brief description of background, expertise, and what they bring to clients.

Get in touch

Ready to get started?

Schedule a free consultation today. No pressure, no commitments — just a conversation.

Location

Stone Oak, San Antonio TX 78258

North San Antonio · Easy parking

Phone

(210) 000-0000

English & Spanish · WhatsApp available

Email

info@vngfinancialgroup.com

We respond within 24 hours

Hours

Mon–Fri 8am–6pm

Mon–Fri only · Closed weekends

Send us a message