About Julius Vincent, CPA, MBA

I'm Julius Vincent. I started Horizon Wealth & Tax Advisors after watching the same pattern play out too many times. An agency owner clearing $600K who had never been told what her entity structure was costing her. A physician making $400K with a rental property or two. Both paying a CPA to file a return that missed tens of thousands in legitimate deductions.

​

Not because the CPA was bad. Because the CPA's business model is volume compliance, not strategy. Nobody's paying a $200/hour preparer to think about your passive loss rules in August.

​

My background is different. I'm a CPA with 17 years in corporate accounting and financial reporting, most recently as a Global FP&A Director at an NYSE-listed global company. That work taught me how publicly-traded companies think about numbers: forward-looking, documented, defensible. When I started applying that same discipline to my own investing and to the business owners around me, I realized how rarely it shows up in how high earners and small business owners are actually served.

​

So I built Horizon Wealth & Tax Advisors as a CPA-led tax advisory firm for business owners, high-income professionals, and real estate investors who are serious about legally minimizing what they pay in tax, and intentional about building lasting wealth with what they keep. Two ideas drive everything we do: (1) tax strategy should be planned before the year ends, not reconstructed after, and (2) every strategy we recommend should be documented well enough to survive an audit on day one.

​

I hold a BA in Accounting from Michigan State and an MBA from the University of Michigan's Ross School of Business.

​

Based in Katy, TX, working with clients nationwide.