Business Details
Trusted Accounting & Tax Advisors in Newport Beach
Vertical Advisors is a boutique accounting firm dedicated to providing privately-held companies with comprehensive accounting, taxation, and business advisory services. Recognizing that many business owners lack specialized accounting expertise, we employ a unique five-step process that combines innovative strategic approaches typically offered by large firms with traditional services like tax preparation and accounting clean-up. Our team collaborates closely with clients to ensure their financial systems operate efficiently, offering tailored solutions that address complex challenges.With expertise in federal and state tax laws, we serve diverse industries nationwide and internationally, leveraging technology to deliver personalized support regardless of client location. Founded by Peter DeGregori, a seasoned professional with over 20 years of experience in US taxation, we prioritize proactive, client-centric strategies that align with evolving business needs.
Services
Tax Consulting
Estate Planning
Accounting Services
Tax Resolution
Business Consulting
Wealth Advisory
Family Office
Mergers and Acquisitions
International Tax Consulting
Multi-State Tax Consulting
Highlights and features
- Over 20 years of experience in US taxation and business advisory
- Customized tax strategies tailored to individual client needs
- Team of certified experts with advanced tax education
- Proven track record in solving complex tax issues
- Nationwide service with personalized attention
What people say
Exceptional experience
Knowledgeable staff
Creative solutions
Trusted advisor
Immediate answers
Services
Tax Consulting
Our Tax Consulting services provide strategic guidance for business transactions, including mergers, acquisitions, and international investments. We help clients minimize tax liabilities while ensuring compliance with evolving regulations. Our team leverages deep expertise in federal and state tax laws to deliver customized solutions that align with long-term business goals.
Estate Planning
Estate Planning services focus on minimizing estate taxes and protecting assets through trusts, family limited partnerships, and holistic strategies. We collaborate with legal and financial advisors to create comprehensive plans that align with clients' personal and financial objectives, ensuring a secure legacy for future generations.
Accounting Services
We offer full-service accounting solutions, including system clean-up, virtual controller/CFO services, and financial statement preparation. Our team ensures accurate, up-to-date financial reporting to support informed business decisions, while addressing common challenges faced by small to mid-sized enterprises.
Tax Resolution
Tax Resolution addresses complex tax issues such as audits, penalties, and compliance disputes. With expertise in federal and state tax laws, we represent clients before the IRS and state agencies, developing actionable plans to resolve liabilities and prevent future complications.
Business Consulting
Our Business Consulting services help owners optimize operations, financial planning, and growth strategies. We identify inefficiencies, implement scalable solutions, and provide ongoing advisory support to enhance profitability and long-term sustainability for privately-held businesses.
People
Peter DeGregori
Founder & Partner
Peter DeGregori brings over 20 years of experience in US taxation and business advisory, previously holding roles at Grant Thornton and Arthur Andersen. He holds a Master of Science in Taxation and specializes in creating customized tax strategies for high-net-worth individuals and mid-sized companies.
Questions
What services does Vertical Advisors offer?
We provide tax consulting, estate planning, accounting services, business advisory, and wealth management tailored to privately-held businesses and affluent individuals.
How is Vertical Advisors different from traditional CPAs?
We combine big-firm strategies with personalized service, focusing on customized tax and business solutions rather than basic compliance.
Do you serve clients outside Southern California?
Yes, we serve clients nationwide and internationally using technology-driven solutions for remote collaboration.
What industries do you specialize in?
We work with real estate, manufacturing, professional services, technology, and other sectors requiring complex tax and accounting expertise.
How do you approach tax strategy development?
We create customized plans by analyzing clients' financial attributes, goals, and tax laws to minimize liabilities while supporting business growth.
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