We know that most taxpayers need more than just tax returns and financial statements. Vertical Advisors although provides all the traditional accounting and tax services, we FOCUS on services that are more valuable, and focus on solving problems and assisting our clients with their challenges and goals. Go ahead, dream big. Vertical Advisors helps privately-held businesses turn dreams into reality with a comprehensive suite of business support strategies. We know what it's like to dream big - our clients do it all the time.
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Vertical Advisors (VA) is a boutique accounting firm specializing in providing privately-held companies with accounting, taxation, and business advisory services. We recognize that most of the business owners, although successful, are not accountants and are typically frustrated that their accounting and taxation process isn't functioning efficiently.
We have found that most CPAs providing services to the middle market are usually not experienced to handle the complexities that taxpayers really require. Typically, this CPA has been with the taxpayer when they were a starter or small business, and the taxpayer never thought how a different CPA firm could drastically affect the success of a business.
Vertical Advisors serves clients throughout the entire United States. We provide best in-class services to each of our clients in multiple states. CPAs are not limited to practice in a particular state, like attorneys. We have a vast understanding of Federal and State(s) income tax laws. We have clients in multiple industries - some include: real estate, professional services i.e. I am honored to write a recommendation for Pete. Pete was an outstanding manager and always treated everyone with respect.
Vertical Advisors is one of the best in-class accounting and advisory firms. We provide innovative and strategic strategies to affluent individuals and privately held business owners. At Vertical, we only hire the best! Our team of CPAs and advisors work as a cohesive group to provide the best in-class service to our clients while creating a constant learning experience for each member in a fun and professional atmosphere. We are always looking for unique, innovative, and diverse individuals to join our team.
Reviews (6)
Tristan Swanwick
Apr 28, 2021
John Rice
Mar 22, 2021
Dave Tax
Feb 14, 2021
Without a doubt, Peter Degregori & the staff there at Vertical Advisors are the most knowledgeable, helpful & professional CPA's that I have worked with. They are very understanding of our company's business model & of our needs. Peter is always available to answer pertinent questions about Tax planning & strategy. Their newsletters & bulletins are timely & informative. When they work on your Taxes, u know that it will be done very efficiently & be delivered on time every time.
Josh Isaak
Nov 14, 2020
I have worked with Peter and his team at Vertical Advisors for almost 4 years now. They are very knowledgable and help me with not only my taxes, but tax strategy. I love working with them because I know that I getting extremely good advice and actionable strategies for me business that save me money and time.
Aileen Canta
Jan 23, 2019
Vertical Advisors is a top notch CPA, financial advisor and more! I have been a client since I started my business which is over 10 years ago. Pete as the company's leader truly reflects his passion with his staff. I love the personalized attention even if I am just a small business owner. Definitely worth switching to his company if you are in a search of a great CPA and financial advisor.
Peter DeGregori
Jun 22, 2018
