Tax Services

Tax Services

Are you looking for something new? Do you feel like you are paying too much in income tax? If so, read on, as we will tell you how we can help you.

Do you have a tax preparer or tax advisor? Did you know there is a difference between the two? We have found that most taxpayers just receive a tax return each year. If this sounds like you, then you are missing out on a lot of good advice and, probably, paying too much tax.

We have found that most small to mid-size business owners and affluent individuals are paying too much in tax. However, they feel that all CPAs are the same and they have given up on trying to find something new. Well, that isn’t true; we are different. Vertical Advisors has a unique approach to taxes and consistent track record of reducing our clients’ income taxes. We have advanced degrees in tax law and experience working with BIG accounting firms, which provide innovative tax strategies to the BIG companies. Therefore, now the same tax strategies the BIG companies have used are available to you. It’s time to begin thinking about taxes differently.

Vertical Advisors focuses on creating customized tax strategies that assist clients in reducing their taxes. All tax services are not equal. Vertical Advisors understands taxation and knows how to be innovative. Being innovative will keep you on the cutting edge. It should allow you to achieve your financial goals quicker or, at least, feel confident that your taxes are as low as possible.

Success often starts by looking at the basics, including taxes and accounting. The tax return is just the end result of the year, so if you didn’t have a strategy, you will not receive tax benefits.

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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