Big-Four-grade tax strategy with the responsiveness of a private partner and a flat-fee model that rewards proactivity.
“Saved us $45K last year. Worth every penny.”
Built around the lifecycle of an operating business — from entity formation through exit. Engagements stack so insights compound.
Year-round, scenario-modeled tax strategy that compounds. We restructure entities, time elections, and engineer outcomes — not just file returns.
Audit-grade preparation across LLC, S-Corp, partnership, and C-Corp structures — federal, multi-state, and international where applicable.
Former IRS leadership on your side. We handle notices, audits, OICs, and collection actions with discretion and an unbroken track record.
CFO-level reporting on a fractional engagement. Monthly close, KPI dashboards, and forward-looking advisory built on accurate books.
Tax strategy is industry-specific. We bring deep, sector-focused planning that addresses the credits, deductions, and pitfalls unique to your business.
R&D credits, equity comp, multi-state nexus.
Job costing, completed contract, §179 strategy.
PLLC structuring, retirement planning.
Cost segregation, 1031 exchanges, REPS.
Sales tax, inventory, multi-state filings.
S-Corp election, owner comp, QBI.
Estate, trust, gift, and exit planning.
Bonus depreciation, supply chain credits.
Most CPAs file returns. Vertex engineers tax outcomes. See how our advisory-first approach compares to traditional practices.
Real engagements. Real numbers. A snapshot of how proactive strategy transforms tax positions across industries.
A 60-person dev tools company missed three years of qualified research expenditures. We filed amended returns and secured retroactive credits within 90 days.
Restructured a $14M construction firm into an S-Corp + management entity, layered cost segregation on three properties, and adopted completed-contract method.
Designed a SLAT and dynasty trust structure for a real estate operator with $22M in holdings — combined with charitable lead trusts to multiply legacy impact.
Real results from real businesses who trusted Vertex Tax Advisory with their most important financial decisions.
“Vertex Tax Advisory saved our company over $45,000 in taxes last year through proactive planning. They identified deductions we never knew existed and restructured our entity for maximum savings.”
“As a busy dentist, the last thing I want to worry about is taxes. Vertex handles everything — bookkeeping, payroll, returns — and I always know my books are clean and my taxes are optimized.”
“We came to Vertex after a scary IRS audit. They represented us flawlessly, resolved the issue, and then completely overhauled our tax strategy. We are now saving more than ever.”
Tax savings usually come from decisions made before year-end. Use this checklist to turn tax planning into a quarterly operating habit.
A cost segregation study can accelerate depreciation, but the decision should be based on property type, basis, tax position, and documentation quality.
Entity choice affects payroll, owner taxes, compliance, investor readiness, and exit planning. The right answer depends on the business model.
Tell us about your situation and we will show you exactly how much you could save with the right tax strategy.
The best time is now — regardless of the time of year. Effective tax planning happens year-round. Waiting until tax season limits your options. We start working with clients at any point to identify immediate opportunities.