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Vertical Advisors LLP

5.0

About this business

Vertical Advisors is a Certified Public Accounting (CPA) firm that primarily focuses on providing accounting, taxation and business advisory services to privately held businesses and the owners. VA takes a more strategic and tactical approach. We still prepare all the tax returns, but we offer a service much more strategic than just tax preparation. 

Location details

1401 Dove St Suite 630, Ste 630, Newport Beach, CA, 92660, United States

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WeekdayScheduleStatus
Mon8:30 a.m. to 5:00 p.m.
Tue8:30 a.m. to 5:00 p.m.
Wed8:30 a.m. to 5:00 p.m.
Thu8:30 a.m. to 5:00 p.m.
Fri8:30 a.m. to 5:00 p.m.
SatClosed
SunClosed
5.08 reviews
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Josh Isaak's profile image
Josh Isaak 
on Google
4 years ago

I have worked with Peter and his team at Vertical Advisors for almost 4 years now. They are very knowledgable and help me with not only my taxes, but tax strategy. I love working with them because I know that I getting extremely good advice and actionable strategies for me business that save me money and time. 

John Rice's profile image
John Rice 
on Google
4 years ago

I have worked with Vertical Advisors for over 10 years for my business and personal accounting and advisory expertise. They are very professional, smart, attentive, and astute. I highly recommend this firm!! John Rice, RPh, MBA 

Tristan Swanwick's profile image
Tristan Swanwick 
on Google
4 years ago

I've been with Pete and the Vertical team for years now and have always received efficient and professional service. The team is very responsive which is super important in a fast-paced start up like mine. 

John Cheng's profile image
John Cheng 
on Google
4 years ago

I have been with Vertical Advisors for my personal and business accounting for over 12 years. His firm has always provided clarity and professionalism in navigating the constantly changing tax and business climate. Peter and his firm are truly a gem in providing strategic advice and not just processing taxes. 

Dave Tax's profile image
Dave Tax 
on Google
4 years ago

Without a doubt, Peter Degregori & the staff there at Vertical Advisors are the most knowledgeable, helpful & professional CPA's that I have worked with. They are very understanding of our company's business model & of our needs. Peter is always available to answer pertinent questions about Tax planning & strategy. Their newsletters & bulletins are timely & informative. When they work on your Taxes, u know that it will be done very efficiently & be delivered on time every time. 

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Frequently asked questions about Vertical Advisors LLP

How is Vertical Advisors LLP rated?

Vertical Advisors LLP has a 5 star rating with 8 reviews. 

When is Vertical Advisors LLP open?

Vertical Advisors LLP is closed now. It will open at 8:30 a.m. 

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