Vincent Group

What Vincent Group does

Vincent Group, Inc. (VGI) is a privately held, family-owned full-service tax and accounting firm headquartered at 331 South Main Street, Smiths Grove, Kentucky. Founded in 1986 and led by CEO and Owner Robert Vincent, the firm serves individuals and small-to-large businesses primarily in the Bowling Green/Smiths Grove corridor with a comprehensive suite of services spanning individual and corporate tax preparation, partnerships and LLC filings, ongoing tax planning, payroll processing, invoicing, bill paying, bank reconciliations, and quarterly filings. The firm also distributes insurance and investment products — life insurance, disability and long-term care insurance, annuities, IRA/401k rollovers, and Medicare supplements — earning affiliate commissions through partners such as Advisors Excel, LLC.

The underlying technology is conventional for the professional services category: QuickBooks for payroll and bookkeeping, with no proprietary platform, mobile app, API, or AI-driven tooling disclosed. Service delivery runs through direct-to-consumer appointment booking with three modalities — in-person at the Smiths Grove office, Zoom video consultations, and a drop-off document service — supported by phone and email. Customer acquisition is almost entirely referral-driven, as explicitly tracked in the appointment workflow ("Who can we thank for your referral"), supplemented by organic search traffic to vincentgroupinc.com and local signage in the Bowling Green/Smiths Grove community.

Vincent Group monetizes via professional services fees (tax preparation, accounting, payroll) and commission-based affiliate revenue from insurance and annuity carriers. A separate sub-brand, Vincent Group Financial Services (vincentgroupfinancial.com), extends the offering into wealth management, investment planning, tax strategies, and retirement planning. With approximately 9-10 listed team members — including several Vincent family members — the firm markets its over 100 years of combined professional experience as its primary differentiator. Revenue, client counts, and contract values are not publicly disclosed.

Name

Vincent Group

Legal name

Vincent Group, Inc.

Website

https://vincentgroupinc.com

Company type

Private

Founded year

1986

Operating status

Operating

Headcount range

11–50 employees

Short description

Vincent Group is a family-owned tax, accounting, payroll, and financial services firm in Smiths Grove, Kentucky, serving individuals and small-to-large businesses across the Bowling Green area with preparation, planning, insurance, and retirement products.

Ownership category

akta.pro rank

Headquarters

HQ city

Smiths Grove

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Tax Preparation and Planning: One-time service fees for individual and corporate tax return preparation, partnerships, and LLC filings. Also includes ongoing tax planning sessions to minimize tax liability.
2. Accounting and Payroll Services: Recurring service fees for businesses requiring ongoing payroll processing, invoicing, bill paying, bank reconciliations, and quarterly reporting.
3. Insurance and Investment Products: Commission-based revenue from annuity investments, life insurance, disability insurance, long-term care insurance, and Medicare supplements. The firm partners with Advisors Excel, LLC for Medicare product distribution.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels3 records

Core offering

Vincent Group, Inc. is a full-service tax and accounting firm that prepares individual and corporate tax returns (including partnerships and LLCs), provides recurring payroll processing, invoicing, bill paying, bank reconciliations, quarterly filings, and W-2 preparation for businesses, and offers wealth management, retirement planning, IRA/401k rollovers, and insurance products such as annuities, life, disability, long-term care, and Medicare supplements. Services are delivered in person, via Zoom, or by document drop-off to clients in the Bowling Green/Smiths Grove, Kentucky region.

Product overview

Vincent Group, Inc. (VGI) is a full-service tax and accounting firm offering a comprehensive suite of financial services. The core offering centers on tax preparation and planning (individual, corporate, partnerships, LLCs) combined with accounting and payroll services. Insurance products include life insurance, disability insurance, long-term care insurance, and Medicare supplement plans. Retirement services encompass IRA/401k rollovers and annuity investments. A separate entity, Vincent Group Financial Services, handles wealth management and investment planning, including tax strategies and retirement planning. All services are provided with over 100 years of combined professional experience.

Differentiator

Problem solved

Functional benefit

Brands

• Vincent Group Financial Services: Wealth management and financial services division offering investment planning, tax strategies, and retirement planning.

Products and services

• Tax Preparation and Planning Individual and corporate tax return preparation, partnerships, LLCs, small and large businesses, plus ongoing tax planning to maximize deductions and minimize tax liability.
• Accounting and Payroll Services Payroll processing, invoicing, bill paying, bank reconciliations, quarterly filings, and W-2 preparation for small and large businesses.
• Financial Planning and Investing Wealth management and investment planning services through Vincent Group Financial Services, including tax strategies and retirement planning for individuals and families.
• Annuity Investments Fixed-rate annuities providing safe and secure investment options with protection from stock market risk for individual investors.
• Life Insurance Affordable life insurance options designed to meet individual and family financial protection needs.
• Medicare Supplement Insurance Medicare supplement insurance helping pay for out-of-pocket expenses left over from Medicare, with navigation guidance through the Medicare partnership program.
• IRA and 401k Rollovers Employer-provided 401k rollover services to IRA accounts designed to help clients maximize their retirement money.
• Long-Term Care and Disability Insurance Insurance policies covering long-term care services not included in regular health insurance or Medicare, plus disability insurance that replaces a portion of income for illness or injury.

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Advisors Excel, LLCminorGTM or Marketing PartnerAdvisors Excel, LLC is a Medicare insurance partner located in Topeka, KS. Vincent Group, Inc. has a formal consent agreement allowing representatives of both entities to contact VGI clients about Medicare Supplement policies and Medicare Advantage plans. The partnership enables VGI to offer Medicare insurance products through licensed insurance sales agents.

Scale indicators1 record

Recent moves4 records

Expansion highlights4 records

Emerging players

• Bench: Tech-enabled bookkeeping and accounting service for small businesses with dedicated bookkeepers and proprietary software. Competes directly with Vincent Group's accounting and bookkeeping service line for SMB clients while leveraging software advantages.
• Insureon: Online small-business insurance brokerage offering life, disability, and other commercial coverages. Adjacent competitor to Vincent Group's insurance distribution for small-business clients, with a digital distribution model.
• eHealth: Online Medicare insurance marketplace and broker. Competes with Vincent Group's Medicare Supplement distribution through the Advisors Excel partnership, targeting the same end-customer with a digital-first comparison and enrollment experience.
• Pilot: Tech-enabled accounting, tax, and CFO services for startups and SMBs. Targets a higher-end small-business segment but increasingly overlaps with traditional local accounting firms like Vincent Group on bookkeeping and tax preparation.

Direct peers

• Padgett Business Services: Franchise network of small-business accounting, tax, payroll, and advisory firms serving SMB clients locally. Closest structural peer to Vincent Group — full-service local accounting firm with similar service mix and small-business focus.
• H&R Block: National tax preparation chain serving individuals and small businesses with in-person, virtual, and DIY options. Direct competitor to Vincent Group's core individual and small-business tax preparation services, with overlap in payroll and small-business accounting adjacencies.
• Liberty Tax: Franchise-based tax preparation chain serving individuals and small businesses in local offices. Directly comparable to Vincent Group's community-based, in-office tax preparation model for individuals and small businesses.
• Jackson Hewitt: National tax preparation franchise focused on individual taxpayers and small businesses. Competes with Vincent Group on the same core service (tax preparation for individuals and SMBs), with comparable in-person and digital delivery models.

Broad incumbents

• CBIZ: National provider of financial services, tax, advisory, and benefits/insurance to SMBs and middle-market companies. Overlaps with Vincent Group across tax, accounting, payroll, and insurance/benefits distribution.
• Intuit (TurboTax / QuickBooks Live): Owner of TurboTax (consumer/SMB tax preparation) and QuickBooks Live (live bookkeeping and tax for SMBs). Targets Vincent Group's exact customer segments with both DIY and assisted service models, representing the primary digital incumbent in the firm's market.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/vincentgroupinc
• Facebookfacebook.com/vincentgrp
• LinkedInlinkedin.com/company/vincent-group-inc

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Vincent Group