Invictus Advisors

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Introduction: The people behind the company are willing to let you know who they are and what their values are. Invictus Advisors is large enough to keep abreast of the constantly changing business environment, yet small enough to maintain personal contact with our clients. We take pride in the fact that we like to get our hands dirty and do the work that we need to do to make your business as efficient and as profitable as it can be. In addition, Invictus Advisors strives to become knowledgeable in every aspect of our clients' business, always providing quality service on a timely basis and truly being concerned for our clients' wellbeing and their "bottom line". We enjoy seeing business succeed and prosper. We love it when we can take our client to the next level by saving them money while providing them more profits. We also like giving back to the community with our work with non-profit organizations.

Overview

5 employees

26 years in business

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Reviews

Exceptional 5.0

6 reviews

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Jim P.

Oct 29, 2014

I've known Jeff with Invictus Advisors for several months now and have already had an amazing experience. People who know me better know that I ran a landscaping company before getting into insurance, but when I switched from landscaping to insurance I didn't take the time or do the research to make sure the company was shut down properly because I didn't yet fully understand the importance. After a quick discussion with Jeff about it, I better understood the importance of adequately shutting it down to eliminate tax penalties. With about 36 hours notice, he fit me in for an appointment with his business partner so we could make sure it was taken care of and we had it taken care of that day! These guys are amazing and they will definitely earn my business.

Jeff B.

Nov 5, 2014

I have used Invictus Advisors for my personal taxes and my business taxes for 2 years now. I can't tell how much money they have saved me over the years. I highly recommend Vidal & Jeff and their other associates for your IRS, Accounting & Payroll needs!

James R.

Nov 6, 2014

From the moment my small business teamed up with INV Advisors, we experienced immediate impact. Our accounting and books were over a year outdated, and within a few days their team had us in the best shape we had ever been! Moving forward my business can now focus on our core competencies, and leave the difficult accounting and payroll to our trusted team at Invictus. Thanks Vidal and Jeff for all you do!

Dustin S.

Nov 10, 2015

These guys are excellent! When looking for a tax person, I look for someone who is extremely knowledgable in their field along with communicative with their clients. Let me say, WOW! These guys are always available, always know the answers and have all the resources to make sure that they are completing your taxes to their clients best benefit. Needless to say I highly recommend them!

Katty i.

Feb 16, 2016

If you're looking for a trustworthy and honest accountant firm, Invictus Advisors is the one for you! They are detail-oriented and will make sure to maximize your tax return. And also the firm is Binational and can handle Mexican and US tax returns, just what I was looking for, I Highly recommend Invictus Advisors they are the best!

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
We have a monthly retainer based on the services that are needed. We will go over all the costs and fees during your free 30 minutes consultation.
What types of customers have you worked with?
Invictus Advisors offers a broad range of accounting, taxation and business consulting for businesses, non-profits and independent professionals. Most our jobs include monthly bookkeeping and accounting services, tax preparation and planning, and business consulting.
What advice would you give a customer looking to hire a provider in your area of work?
Research your options and make sure they are like you. Like most small businesses, the owners of our firm are working partners. Just like you we want to be successful. We will provide you with our best advice based on our past experience with other thriving business owners. With our expertise in a wide range of businesses from restaurants to automotive repair, hair-dressers to gardening, and catering to real estate, we know the best way to help your business grow and prosper. No matter what your business is, we have professional advisors to support all of your business endeavors.

Invictus Advisors

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