Other Tax Services

Other Tax Services

Each business is unique. Each person has his/her own agenda and life. Our business and success journey can resemble another, but our routes are completely different. The issues in which we find ourselves facing in the marketplace overlap in many areas. Vertical Advisors listens to clients, understands what they are looking for, and then creates unique service plans to provide them with the answers they seek and need. From a list of many service available by Vertical Advisors, please see below for a few examples:

  • Life Insurance and Taxes
  • Captive Insurance Companies
  • FAS 109 / Income Tax Provision Preparation or Review
  • Dissolution (Divorce) Consulting
  • Forensic Consulting
  • Stock Option Planning
  • Elderly Planning
  • MERP Planning
  • Federal & State Tax Liens or Levy’s
  • Tax Advice for TIC (Tenant in Common)
  • Increase Company Sales
  • Enhance Internal Controls
  • Offer and Compromise

And much more, just ask. We can’t list everything we do, but we probably have done it. Please contact us with any requests you may have. We will get back to you quickly.

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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