Timothy Vance CFP®, EA, MBA, ATA, ATPPalm Harbor, Florida
Tim Vance has more than 20 years of leadership experience in helping to make clients and their businesses successful in the pursuit of their goals. He is a high energy, results oriented, management professional. Mr. Vance’s previous experience includes working in business management with a Fortune 100 Company. During his time there, the division was named in The Service Edge for top 100 Customer Service Companies.
Tim offers a rare blend of operational and customer service oriented strengths, as President of Vance Tax & Financial Services, Inc. He is responsible for accounting services, tax planning, strategic planning, and business planning for a broad based clientele that includes manufacturers, wholesale trade, retail trade, contractors, professionals, and suppliers. He also offers financial services, which involves structuring retirement plans for businesses, estate planning, and personal financial strategies for clients.
Tim is a current member of The Florida Society of Accountants. He has served as State President, Vice President and Secretary. At the local level, he was a past Freedom Chapter President and Vice President. At the national level he is a member of the National Society of Accountants and serves on the membership committee. As an Enrolled Agent and member of the The National Society of Enrolled Agents and the local Suncoast Chapter, his practice is deeply involved in current tax issues. In the financial service area he holds a Series 7: General Securities Representative, Series 63: Uniform Securities Agent, and a Series 65: Registered Advisory Agent, Life, and Health Insurance License.
Tim has received his MBA degree (Summa Cum Laude) and BS Degree (Cum Laude) in Accounting. He has served on the University Accounting Advisory Board and was an adjunct instructor. Mr. Vance has also been active in the local Chamber of Commerce and served as a past treasurer of his Homeowner’s Association. Tim resides in Crystal Beach, Florida with his wife, son, and two daughters