Vertex Accounting Partners LLC is the trusted, strategic accounting partner for its clients. Our team of accounting professionals provides customized, comprehensive accounting services and planning for both individuals and businesses. We tailor our services to meet your needs.
At Vertex Accounting Partners LLC we have a relationship with you, not your documents. That relationship begins during our first meeting. Our discussions provide the background necessary to ensure the accounting services we provide are comprehensive and thorough. Whether you are a first time or long standing client our approach remains consistent: learn about you so we can be you trusted partner for years to come.
We offer the follow services to individuals:
TAX PLANNING
- Long Term
- Immediate/Short Term
- Retirement Planning
TAX PREPARATION & RETURNS (All States)
- Individual Returns
- Fiduciary Returns
- Estate Tax Returns
ESTATE & TRUST PLANNING
- Generational Wealth Transfer
- Charitable Planning
- Asset Protection – working with Financial Planners and Attorneys
IRS & STATE REPRESENTATION
- Offers & Compromise
- State & Federal Audit Representation
We offer the follow services to businesses:
TAX PLANNING
- Immediate & Long Term
- Succession Planning
- Retirement Plan Design & Selection
BOOKKEEPING
- Financial Statements
- Accounts Payable Service
- Bank Reconciliation
TAX PREPARATION & RETURNS (All States)
- Corporation & Partnership Returns
- K1 Preparation
- Sales Tax Returns
NEW BUSINESS SET-UP
- Entity Design (LLP, LLC, sole proprietorship, partnership, corporation, etc.)
- Accounting Software Selection & Implementation
- New Business Coaching
BUSINESS CONSULTING
- Buying or Selling a Business
- Management Advisory Services
- Quickbooks Pro Advisors
- Xero Profesionals
ANCILLARY SERVICES
- Franchise Tax
- Registered Agent
- Assumed Name
- Notary Public
Pinnacle Ventures is a private venture capital fund focused on providing debt and equity financing to early-stage companies across information technology, cleantech and healthcare. Pinnacle differentiates itself through the strength and diversity of its team, its creative and flexible financing alternatives and its unique approach to helping its portfolio companies achieve success.
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