NEED MORE.

We know that most taxpayers need more than just tax returns and financial statements.

Vertical Advisors although provides all the traditional accounting and tax services,

we FOCUS on services that are more valuable, and focus on solving

problems and assisting our clients with their challenges and goals. Get More.
DREAM BIG.

Go ahead, dream big. Vertical Advisors helps privately-held businesses turn dreams into reality

with a comprehensive suite of business support strategies.

We know what it's like to dream big - our clients do it all the time.

More importantly, we have the tools and experience to make your dreams come true.
ANALYZE.

You're blind without good numbers. Vertical Advisors put it all in focus with

forecasts, projections, performance documentation, and complete financial

statements. Because you need to know where you are and where you've been

to see a course for a successful future.
INNOVATE.

You know your business isn't going to succeed without bright ideas - the same

goes for Vertical Advisors. Our unique team approach puts a small army of

experts at your service – supplying knowledge, insight, and long range

perspectives - to help you make the right decisions for your business. We're up

on the latest developments in tax law, accounting, business strategy so that

our clients are always well informed and advised.
GROW.

Stagnation is not an option; your business needs to grow to survive.

Vertical Advisors helps businesses grow, and manage that growth.

We make sure you have a clear path to the future, while maintaining viability and profitability.

We do this by not only looking at today's numbers but tomorrow's and the years' ahead.

Rest assured, as your business grows, you won't outgrow Vertical Advisors.
PROSPER.

We know there's more to life than working 24/7 that’s why we help business

owners plan for the time when they move on to other things (like a round of golf

with the grandkids). We can help structure buy/sell agreements, get a business

ready for sale, and help owners set up funding for retirement.

At Vertical Advisors, we not only help you take care of your business,

we help your business take care of you.

Tax Services

Are you looking for something new? Do you have a tax preparer or a tax advisor? Did you know there is a difference between the two? If you feel like you are Paying too much in tax, then you need a proper tax preparation services to show you a new approach to taxes.

Business Consulting

Vertical Advisors

Business Consulting services

allows us to assist business owners with a variety of problems. Is your business running the way you would like it? If not, what would you change? Do you have the team to help you with your financial, accounting problems? If not, call us.

Accounting Services

Are you experiencing accounting and bookkeeping problems? Most small to mid-size companies have accounting issues Let us help you resolve those problems and allow you to focus on your business.

Serving clients throughout the United States and Internationally

Vertical Advisors (VA) is a boutique accounting firm specializing in providing privately held companies with accounting, taxation, and business advisory services. We recognize, that most of the business owners, although successful are not accountants, and are typically…

Featured Articles

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...

prev next