Tax Consulting

Tax Consulting

One can make better decisions, if they have more information.

Maximize your investments, increase your cash flow, and gain knowledge to obtain your financial goals through strategic Tax Consulting.

Most investors and business owners make financial decisions each day, but they may not know that each decision made will either increase or decrease their taxes. Investors and business owners that truly want to maximize their return on investments should make decisions based on good advice from all aspects, including tax. This means consulting with a trusted tax advisor that can assist the investor in making better informed decisions. Tax Consulting Services typically are in regards to a specific transaction or issue. Whether it is buying a business, selling a business, starting a new business, selling stocks, creating employee incentives, or merging with a company, the right tax advice can have a huge impact on the outcome.

Don’t make a decision without all the information, as it may not be the best decision. We have saved clients thousands of dollars in taxes and allowed them to make better decisions. Call us to make sure you have the knowledge you need!

Some of our Tax Consulting Services include consulting related to the following:
  • Buying a Business
  • Entity Choices
  • Compensation Plans
  • Oil & Gas
  • Investments
  • International
  • Estate Planning
  • Selling a Business
  • Real Estate Development
  • Retirement Planning
  • Passive Activities
  • Exit Strategy
  • Bankruptcy
  • Creating a New Entity
  • Like-Kind Exchanges
  • Stock Options
  • Late IRS & State Tax Representation
  • Succession Planning
  • And Many More…
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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