Tax Return Preparation

Tax Return Preparation

As a CPA firm, we prepare many different types of tax returns. Tax returns are necessary for all taxpayers, but all tax returns are not prepared alike. Most people see tax returns as a routine or an easy job, but if you have a business or a tax strategy, the tax returns are typically not that easy. In fact, if you have a business, the likelihood that your tax returns have been prepared incorrectly is very high. The reason for mistakes is that not all tax preparers understand tax laws and/or they are in a rush to get the tax return done quickly. Unfortunately, when a tax return is done incorrectly, the risks for penalties and interests are with the taxpayers. Also, do you know that a lot of larger CPA firms outsource the tax preparation process to a company in India? We prepare the returns at our office, as the returns are typically the annual conclusion to a tax and business strategy – we like to keep the information confidential.

Our clients, whom typically own and operate privately held businesses, have more complex tax returns that require the expertise of a professional. During our tax return preparation process, we are also looking at other ways to make the client more tax efficient.

Though some tax preparers may be cheaper than us – are they really cheaper in the long run if they are doing your tax returns incorrectly? Do you know if you really had to pay all that tax? Do you know if your tax return has taken illegal positions? Wouldn’t you rather implement a tax strategy that is correct, safe, and legally reduces your taxes? At Vertical Advisors, we have numerous years working with US Tax laws, which provides us with an advantage over most other tax preparation firms. Our staff has an advanced understanding of tax law and some with education in taxation (Master of Science in Taxation). Our tax preparation process is first class. We prepare the tax returns with the client and the IRS in mind. Even though our client audit history is significantly minimal, we feel confident that each return can stand up to a potential IRS or State(s) Audit.

Our Tax Preparation Services include Federal & State(s) services as follows:

  • Individual
  • S Corporation
  • Gift
  • Amended
  • Partnerships
  • Estate
  • Sales Tax
  • NOL Carry Back
  • Corporate
  • Trust
  • Property Tax
  • Late & Much 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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