Peter DeGregori and his team at Vertical Advisors, provided me with incredible tax strategies that significantly reduced our taxes, while complimenting our business and personal goals. Prior to seeing Vertical Advisors, we had an accountant that provided tax preparation and financial statement services, but the service was lacking tax strategy.Peter and Vertical Advisors provided that tax strategy component. We now see there is a clear advantage in having a tax strategist.
– Afshin G., Laguna Niguel, CA
