Financial Insight. Tax Expertise.

Vortex Advisory Group provides fractional CFO services, tax preparation, and tax planning for businesses and individuals. Our approach combines decades of experience with practical advice and personal attention.

Our Services

Experienced guidance. Practical solutions. Personal attention.

Vortex Advisory Group provides fractional CFO and tax services tailored to the needs of businesses and individuals. Whether you need ongoing financial guidance or assistance with tax preparation and planning, we offer the experience and flexibility to help.

  • Fractional CFO Services

    Financial analysis, budgeting, cash flow forecasting, strategic planning, and ongoing financial guidance to help business owners make informed decisions.

  • Tax Services

    Federal and state income tax preparation for businesses and individuals, along with tax planning and consulting to help clients understand their obligations and evaluate opportunities.

Experienced. Knowledgeable. Personal

At Vortex Advisory Group, we believe effective financial and tax guidance begins with understanding the business behind the numbers. Every business is different, and thoughtful advice requires more than simply analyzing financial statements or preparing tax returns.

Vortex is led by Dr. Steven Johnson, CPA, CITP, who brings nearly three decades of experience in public accounting, business taxation, and financial leadership. Steve previously owned and operated a CPA firm, and his professional background includes senior leadership roles in tax and accounting services, as well as corporate finance.

Today, Steve is a Professor of Accounting at Minnesota State University, Mankato, where he primarily teaches business taxation and advanced accounting courses. Through Vortex, he continues to work directly with clients, combining technical expertise with practical experience and personalized service.

When you work with Vortex, you work directly with Steve—an experienced professional who understands both the financial challenges of running a business and the complexities of taxation.

Connect with Steve on LinkedIn: https://www.linkedin.com/in/sjjcpa/

Let’s Connect

If you're interested in fractional CFO services or need assistance with tax preparation and planning, we'd be happy to discuss your needs and whether Vortex Advisory Group would be a good fit.