John J. Vento

About John J. Vento

John is a licensed Certified Public Accountant (CPA) in the state of New York, a Certified Financial PlannerTM (CFP®), and a licensed General Securities Representative. He graduated from Quinnipiac University where he received a Bachelor\'s degree in both Finance and Accounting as a double major. He then graduated from Rutger\'s University where he received a Master\'s of Accountancy in Taxation. He is a member of the American Institute of Certified Public Accountants (AICPA) and The New York State Society of CPAs (NYSSCPA). John is the Vice President of Vento Tax and Wealth Management Group.Securities offered through Avantax Investment Services, Inc. Member FINRA, SIPC, finra.org, sipc.org. Investment advisory services offered through Avantax Advisory Services, Inc. Insurance services offered through an Avantax affiliated insurance agency. Please visit avantaxwealthmanagement.com/social_policy for more information

Experience

1. Vice President

   Vento Tax & Wealth Management Group

   Jan 2017 — Present · Staten Island, NY, US

   Provide meaningful tax planning advice with a focus on dental and veterinarian practicesPrepare tax returns for individuals, partnerships, corporations, estates, and trustsProvide tax-planning, bookkeeping, accounting and practice management servicesPerform Compilation Engagements for both individuals and businessesPrepare Financial Statements for both individuals and small businesses

Education

• Rutgers University

  Master's Degree, Taxation

  2018 — 2020

• Quinnipiac University

  Bachelor's Degree, Accounting and Finance

  2011 — 2015

Skills

• Quickbooks
• Asset Management
• Finance
• Tax
• Teamwork
• Risk Management
• Financial Accounting
• Microsoft Excel
• Financial Analysis
• Accounting
• Financial Statement Analysis
• Investments
• Microsoft Word
• Financial Statements
• Auditing
• Bank Reconciliation
• Financial Reporting
• Account Reconciliation