Vertical Advisors serves clients throughout the entire United States. We provide best in class services to each of our clients in multiple states. CPA’s 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 of these industries 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.

Testimonials

“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

“Vertical Advisors continues to provide us with cutting-edge tax and business solutions, which consistently save us time and money.”

- Tim Devine, CEO – www.webcastr.com, Los Angeles, CA

“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

“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

View more testimonials on our LinkedIn profile.