Our Clients

Our Clients
Vertical Advisors serves clients throughout the entire United States. We provide best in-class services to each of our clients in multiple states. CPAs are not limited to practice in a particular state, like attorneys. We have a vast understanding of Federal and State(s) income tax laws. We have clients in multiple industries – some include: real estate, professional services (i.e. doctors, dentists, and attorneys), manufacturing, wholesale, retail, agriculture, mortgage lending, franchises, high technology, software development, and many more. Our clients are typically the best in their industry, so they demand exceptional service.
“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 working with Pete as his Executive Assistant. Besides being smart, driven and extremely organized, he was always kind, polite, and funny. He was clear, concise in his requests, and always patient- given his demanding schedule. After my promotion to Senior Recruiter, Pete always made himself available to be involved in our process of recruiting new hires. He was always a team player and undeniably a great leader. Pete is overall just a great person to work for and work with. – Alisa Deeds County Coordinator at Farm Bureau”
“Peter is an excellent CPA, tax planner and wealth management advisor. – J. Craig Williams Founder at WLC | The Williams Law Corporation”
“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 to you” on. He is very hard working, knowledgeable and straightforward. Garrett M Sholer Managing Partner Diversified Partners LLC A real estate investment and development company”
“Peter has prepared our federal and multi-state tax returns (which are quite complex) for over 10 years now, and they are always prepared accurately, delivered on time and for a fair price. Peter has always kept us up-to-date on all tax issues which apply to us and we have appreciated his role as a trusted advisor. – Melinda Trevino CFO at Trevino Family Investments”
“Peter is an excellent tax consultant; he consistently provides value added consulting to his clients bringing new ideas and tax planning ideas that bring value in the form of tax savings. He has consistently shown the ability to provide quality service as a valued tax provider. – Javier Ramirez Lead Partner – Specialty Tax Services – SingerLewak LLP”
“Pete was the tax advisor/consultant for many of my audit clients when we were both employed at Arthur Andersen. I found him to be responsive professional, and well respected by clients. I have no hesitation recommending him to those in need of tax related consultation and/or compliance assistance. – Daryl Walker Internal Audit Director at Danaher”
“Peter is an expert in tax and he has helped us manage our complex tax issues very well. He is someone you can trust. I highly recommend his firm. – Chris Farrar CEO, Velocity Commercial Capital”
“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 Leader inXile”
“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 Dentists”
“Peter and the entire staff at Vertical Advisors are professional, courteous and extremely knowledgeable in both tax preparation and business strategy planning. I recommend Pete and the team at Vertical Advisors to all of my business clients. – Scott Prince Lead Cloud Migration Specialist at OC Cloud Services”
“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 in providing the best services to clients as well as being an excellent team player with other advisors and professionals. – Ralph Adamo CEO/Founder at Integrity Wealth Management”
“I have used Peter for tax and tax advisory assignments on several occasions and have the highest regard for his professionalism and competency. Additionally, I have referred business owners and individuals with complex tax and business issues who continue to be extremely satisfied clients. If you are looking for big firm capability, but desire senior level personal attention, I unequivocally recommend Peter DeGregori and Vertical Advisors. – Jim Spielman Managing Partner at Sympheron Capital LLC”
“Pete has helped me out a lot in my business and personal accounting needs. He made sure that I am aware of all the tax benefits, signed me up on pre-paid legal program, credit watch and is always there for me at my convenience. He is not just a CPA, he mastered in business tax laws and he is very passionate of what he does. He fixed all of the errors that my previous accountants had done in the past. Pete is a great individual, very personable, has an excellent work ethic and will always provide you with the best service there is and to top it all of, he is a great friend to have. – Aileen Canta President-A F Canta, Inc.”
“I think extremely high of Peter DeGregori, and therefore it is my great pleasure to write a letter of recommendation on his behalf, and share my experience with others Peter is a creative and original thinker. He has native intelligence, great curiosity about people and ideas, and plenty of common sense that he has applied to solving many problems in Tax and accounting. In addition, he has demonstrated excellent powers of observation, and an ability to communicate and suggest change in effective but non-threatening ways. Peter is an innovator and a critical thinker when it comes to tax and has the ability to easily explain difficult rules and regulations to business owners and staff members so the can understand not just General Accounting Principals ( GAP) but how each of these relate to one other. . In so many areas, Peter Degregori has gone beyond expectations, and has out-shined all others that we have worked with in this field. Peter is very likeable and ambitious person. I have no doubt that he will be a serious and enthusiastic partner in your success. Sincerely, Kevin Peithman President Allied Modular Building Systems, Incless”
“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 in an advisory capacity, or in preparing our returns. He has saved us headaches and money in the process. We feel very comfortable in recommending him and his company to any of our professional associates and friends. – J.R. Harris Director Admin/MIS at Wave Tech., Incorporated”
“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. – Jeff Manson, President – Going2travel.com, Hawaii”
“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 taxes -Clear Light LP, San Francisco, CA”
“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”
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