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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. The “generic” local CPAs usually only provide traditional accounting and tax services, which consist of: bookkeeping, tax, and financial statement preparation. We call these the basic plays or the necessary evils.

What about creating a strategy that allows a taxpayer to achieve his/her goals quicker? Perhaps creating a customized strategy that solves the client’s problems? In today’s industry, a middle market company or affluent individual needs customized strategies to keep up with constantly changing lives. At Vertical Advisors, we provide a variety of services across multiple disciplines. We vertically integrate multiple principals to produce a comprehensive and innovative solution for each of our clients. Think about all of the different financial issues that burden a middle market taxpayer:

  • Income Tax
  • Estate Tax
  • State(s) Tax
  • International
  • Investments
  • Retirement
  • Insurance
  • Family
  • Employees
  • Real Estate
  • College Education
  • Businesses or Work
  • Exit Strategies
  • Asset Protection
  • Entity Choice
  • Wealth Preservation
  • Divorce Joint Ventures
  • Financing
  • And much more…
Don’t allow the many complexities in life keep you from financial success! Trust that Vertical Advisors is here to make your life easier.

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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