Supporting you and your financial goals with experience, compassion, and responsiveness.

VRB Tax & Consulting, LLC was established by Victoria (Toria) Bartlett to serve clients seeking a high level of expertise who may have been neglected by larger firms. We work with individuals, estate executors, and trustees on a one-on-one basis ensuring every client gets the quality service they need and deserve. Our firm primarily serves clients in the Sarasota, Bradenton, Tampa and St. Petersburg areas.

Tax planning questions?

Request a call-back to schedule a tax planning and strategy session.

Our Services

Individuals

  • Tax planning and preparation
  • Charitable giving
  • Personal gifting
  • Estate planning guidance
  • Family office services
  • Small business consulting and compliance

Estates

  • Post-mortem tax planning
  • Income tax preparation
  • Estate and inheritance tax preparation
  • Tax efficient elections and options
  • Beneficiary distribution planning

Trusts

  • Fiduciary accounting preparation
  • Income tax preparation
  • Tax efficient elections and options
  • Beneficiary distribution planning

Our mission is to help clients navigate increasingly complex tax laws. We’re able to assist during challenging situations including being named as a trust fiduciary or estate executor.  At such a stressful time, we strive to alleviate some of the burden by making the complex understandable.

We offer personalized services to individuals including tax compliance, estate planning, and small business consulting. Our objective is to be part of your overall trusted adviser team including your attorney and financial planner. We believe a collaborative approach is in the client’s best interest for optimal results.

Tax planning questions?

Request a call-back to schedule a tax planning and strategy session.

About Us

Toria Bartlett
Owner

Toria has more than 35 years of public accounting experience in the UK and US. During that time, she was a partner in a very large national firm and an owner in a well-regarded local St. Petersburg firm. She has her CPA license in Florida and Pennsylvania and she is a long-standing member of the AIPCA and FICPA. She is a past president of the Suncoast Estate Planning Council, has authored articles for CPA journals, and presented tax topics for many professional organizations. Toria started VRB Tax & Consulting to follow her passion of working closely with clients navigating tax laws, estate planning, and succession planning. In her spare time, she enjoys drawing, crossword puzzles, and cycling around beautiful Manatee County.