About Vertical Advisors

Helping you grow beyond the numbers.

Big Guns for Small Business. Fortune 500 companies enjoy innovative, proactive strategic services from their big accounting firms, but those services aren't typically offered to privately-held businesses or affluent individuals. Founder and CEO Peter DeGregori created Vertical Advisors to fill this gap.

Vertical Advisors is a Certified Public Accounting firm located in Newport Beach, California. Although we are a CPA firm, we are very different than the traditional CPA firm. We provide service to clients throughout the United States. Needing a CPA firm near your location is not necessary with modern technology. A taxpayer must retain a firm that provides the benefits that our sought.

We have found that privately held companies and affluent individual are significantly underserved. We have found that these types of clients need a more comprehensive approach. Traditional tax preparation and accounting just doesn’t do it. At Vertical Advisors we specialize in providing customized solutions which blend tax, business, accounting, and financial services in a comprehensive platform.

Although our approach may seem more complex, we strive for simplicity. To stay ahead of your competition and the government, individuals need to constantly implement innovative strategies.

We have skilled CPA’s and Advisors with many years of solid tax and business experience. We work in numerous industries throughout the entire United States. We know how to get the job done and we have a passion for excellence! Vertical Advisors is a member of the Better Business Bureau with a rating of A+, a member of the American Institute of Certified Public Accountants and California Society of CPA’s.

Staying up to date on tax laws is time consuming. Click above to read and learn about the latest tax news and updates. This section is updated monthly. Please contact Vertical Advisors if you have any questions.

Serving clients throughout the United States and Internationally.

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.