Big-Four-grade tax strategy with the responsiveness of a private partner — and a flat-fee model that rewards proactivity. Welcome to the future of tax advisory.
“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-trained advisors who understand 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.”
After three years of §174 amortization pain, recent legislation may restore immediate expensing. Here is what to do now to position for the change.
Most owners leave 20–30% of available depreciation on the table in year one. We break down exactly how a study works and when it pays for itself.
Entity choice is the single highest-leverage decision an owner makes. We rebuilt our framework around the new QBI sunset and corporate rate dynamics.
Tell us about your situation and we'll show you exactly how much you could save with the right tax strategy. No obligation, no pressure.
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.