Income Tax Strategy

Income Tax Strategy

Tax Preparer versus Tax Advisors: who is more valuable?

Do you have a Tax Strategy? If not, then you are probably paying too much tax. Do you know what a Tax Strategy is? A Tax Strategy is a comprehensive custom tax plan that provides the client with income tax benefits and solutions for tax hurdles before the year ends.

One of our top specialties is preparing customized and innovative Tax Strategy for each of our clients. A Tax Strategy is more than just taking random deductions on your tax returns. A Vertical Advisors’ Tax Strategy is a recipe for success. We work with each client to create a customized tax strategy that is unique to them. Our strategies insure that you are paying the least amount of tax allowable by law.

We begin our process by understanding all of your tax and financial attributes. We then ask many questions to understand your goals and issues. We analyze this information and apply the proper tax laws. We create a flexible and customized tax strategy within the applicable tax laws.

The creation of the strategy is just the first step. We then walk you through each sub-step to properly implement your strategy, so that you can reap the rewards. We answer all of your questions and teach you everything you need to know about the strategy so you can use that knowledge to better your life. We will also work with your other advisors (as necessary) to deliver a comprehensive and holistic strategy. Remember, taxes are the largest expense of most businesses and investors – that is why we begin with reducing your taxes.

The Vertical Advisors’ approach to Tax Strategy is as follows:

  • Review your current tax and legal structure.
  • Provide step-by-step advice on how to improve your current tax structure, which includes proper entity selection and tax treatment.
  • Periodic meetings focused on the creation, implementation and maintenance of your customized strategy.
  • Providing comprehensive notes, research and entity diagrams in English to support our recommendations and allows you to keep and review at your convenience.

Call for an income tax strategy consultation today at 949-756-8080 or send us an email at info@verticaladvisors.com.

Featured Articles
Vertical Advisors continues to provide us with cutting-edge tax and business solutions, which consistently save us time and money. - Tim Devine, CEO
After spending thousands of dollars and time with prior accountants and not getting anywhere, Vertical Advisors was able to solve our problems and save us...
Vertical Advisors has provided us with an exceptional experience which is above and beyond the typical CPA or accountant. We are glad we found them...
My company has used Peters' services for the past two years and he has always provided accurate and up to date information, whether it be...
Peter and the entire staff at Vertical Advisors are professional, courteous and extremely knowledgeable in both tax preparation and business strategy planning...
Peter is a out-of-the-box thinker and very creative in finding solutions to business and tax challenges. - Kami Hoss Co-founder, The Super
Pete has always stepped up to the plate in helping us in everything from international tax help, corporate formation strategies and tax returns. - Brian Fargo
I am honored to write a recommendation for Pete. Pete was an outstanding manager and always treated everyone with respect. I really enjoyed my time...
Peter is a trusted CPA/Advisor who provides a unique, proactive and extensive approach to tax, business, finance and accounting solutions. He goes above and beyond...
Peter is an excellent advisor; I would not go anywhere else! He has immediate answers, which most guys in his field have to “get back...


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