Testimonials
What Our Clients Experience When Planning Becomes Purposeful
Since 1985, Vento Tax & Wealth Management Group has been honored to work with individuals and families who value a more integrated, tax-smart approach to building wealth. We’re thankful for the relationships we’ve built and the opportunity to provide proactive guidance that brings clarity to complex financial decisions. These testimonials reflect the confidence our clients place in us as they work toward building, preserving, and passing on wealth with purpose.
What Our Clients Say
“All CPAs are not created equal is an understatement. In my profession, I hear from several doctors that are discontent with their CPA and lack of knowledge in respect to their practices. This has not been the case with Vento CPA. They have always been extremely attentive, communicative, knowledgeable, and caring, descriptions I have never heard any of my colleagues use in describing their own CPAs. If you want a high level of service, this firm can be a great option, and everyone I have recommended can say the same. If you're tired of wondering why your CPA is failing miserably at their job maybe it's time to switch to Vento.”
— Jorge Peralta DDS PS, Burian, WA
“I have been a client of John Vento CPA Firm since 1997. I was a recent graduate, with a newly opened practice, who had plenty due in student loans, and a large amount of taxes unpaid due to mismanagement... When I approached the firm with my current financial hardships, Mr. Vento and his team worked tirelessly to solve my problems and issues. Not only did the firm deliver, they surpassed my expectations and developed a plan to maximize my tax advantages, they have guided me in running my practice smoothly...
Since working with John Vento CPA, my personal and business finances have been and remain in order. They are a full service firm that has assessed me with filing tax returns; buying properties and helping me find the most suitable companies who better serve my interests.
Throughout the many years of working side by side I can say that Mr. John Vento and his firm, which includes his son John J. Vento Jr., are professional, knowledgeable and savvy tax-planners with the human touch to address all of your concerns. Not only have we developed a solid client relationship but a friendship as well. They are available when you most need it.
I feel comfortable with where Mr. Vento’s advisement and strategies have placed me. At age 50, I feel I have made strong financial progress by following the strategies he recommends. I can say that I have worked very hard, and I credit a significant portion of my progress to the advisement I received from him and the firm. I cannot emphasize enough the difference that working with the firm has made in my life and always question myself why I did not make the decision sooner.
It is needless to say how grateful I am with the entire staff. Thank you all because with all of you, I have confidence in my finances.”
— Lauro Medrano, Sunset Pediatric Dentistry PC, Brooklyn, NY
“As dental practice owners, we feel very fortunate to have stumbled upon John Vento and his wonderful team... We started up with them in 2014 and saved on taxes that year.
He is committed to educating his clients and always listens to our concerns. With his two books, guest appearances on Fox as a tax expert and numerous lectures he proves that the tax world is indeed understandable to the average person. He is well versed in tax planning, corporation benefits, and making sure that you receive every deduction that you're entitled to.
He never makes you feel like you have asked a stupid question, although I'm sure we have deserved some eye rolling!
Now we have organized, accurate reports that help us track our progress. Since he specializes in dental practices, we know that his information is timely and up to date.
One of the best parts about John Vento's firm however, is the efficient responses. Each one of his employees is dedicated to responding to your questions quickly, which during this pandemic has been greatly appreciated. Their help with navigating the ever changing PPP loan information was invaluable.
The firm treats everyone with respect and courtesy, yet make you feel like family. Our only regret is that we didn't begin working with John Vento sooner. Do yourself a favor and sign on with them ASAP.”
— Kevin and Mindy Poupore, Kevin Poupore DDS PC, Malone, NY
“I have been working with John and his team since I started my practice over 15 years ago. He has been an invaluable resource for my company helping me with many different business, retirement and tax issues. John is always available and immediately responsive. He provides thoroughly researched and detailed advice. I have enjoyed working with the entire team over the years and I would highly recommend them.”
— Rob Peracchia, Pediatric Dentistry & West Side Orthodontics LLC, New York, NY
“I have been working with John since 2015, and he and his team have been absolutely AMAZING!! John is super-knowledgeable on all things tax-related, and he has helped me implement many tax-smart strategies. He and his team are thorough, accurate and professional, and they work seamlessly with my own personal bookkeeper. I HIGHLY recommend them for all your tax needs!!”
— Mike Deluke, Deluke Orthodontics PC, Schenectady, NY
Praise For The Generational Wealth Code: A Tax-Smart Roadmap to Financial Independence
“Most financial books tell you to save and invest. John Vento invites readers to think about how what they’ve built may be preserved and passed on. With four decades as a CPA and CFP®, he understands what advisors often miss: most investment decisions are tax decisions. Anyone serious about building lasting wealth for the next generation needs to read this."
— Michael Sincere, Author of Understanding Stocks and Understanding Options
"The Generational Wealth Code masterfully translates decades of tax smart planning into a practical blueprint that every family can use. It’s rare to find a book that is equally empowering to first time savers, seasoned investors, and professionals guiding clients toward real financial independence."
— Gene F. Goldman, CFA®, Chief Investment Officer, Cetera Financial Group
“The Generational Wealth Code is a must-read for anyone serious about meaningfully and reliably reducing their tax burden. Backed by real-world credibility as CPAs, CFPs® and investment advisors, the authors offer a rare multigenerational perspective on how to implement tax-smart financial planning and investment strategies that build lasting family wealth.”
— Michael K. DeLuke, DDS, MDS, ABO, The DOC Podcast
“This is essential reading for hardworking individuals who want to sustain financial independence throughout their lives while building and protecting generational wealth. Widely regarded as a benchmark in financial planning, the book delivers practical, tax-smart strategies designed to help readers reach their financial goals faster and with greater confidence.”
— Dr. Satjit Bhusri, MD, Founder of Upper East Side Cardiology & Vein Institute and Fellow of the American College of Cardiology
What Readers Are Saying About Financial Independence: Getting to Point X
“You'll never reach your financial goals without a plan. This book provides a roadmap to financial independence with tax-smart strategies under the new tax laws. It is the only guide you need to help identify ways to successfully grow the wealth required to achieve your dreams."
— Guy Adami, Professional Investor and TV Personality on CNBC's "Fast Money"
"John does a fantastic job of explaining the importance of saving with practical advice that is easy to understand and implement. It should be required reading for all Americans, especially now with his insights into the recent tax changes and how that may or may not affect each person's wealth."
— Suzanne Siracuse, VP/Publisher, Investmentnews
*For the endorsements given by Michael Deluke, Dr. Satjit Bhusri, Kevin and Mindy Pourpore, Luaro Medrano, Jorge Peralta and Rob Perachhia who are clients of the financial advisor, no compensation was provided directly or indirectly. These individuals maintain an ongoing professional relationship with the firm. The endorsements provided by Michael Sincere, Gene Goldman, Sarano Kelley, Suzanne Siracuse, and Guy Adami, who are non‑clients of the author, were given voluntarily. No compensation—direct or indirect—was provided in connection with these endorsements. Both the author and Gene Goldman are registered through Cetera‑affiliated firms, which represents a material conflict of interest because their professional relationship may influence the views expressed in this endorsement. These endorsements do not guarantee future performance or investment success, nor should they be assumed to reflect the experience of other clients or investors. Additional background information about this professional is available on FINRA BrokerCheck: https://brokercheck.finra.org.