Vertex CPA P.C.

Investing to get you to the top and keep you there.

Accounting firm (show on map)

5.0

★★★★★

6 reviews

Personalized accounting services ranging from bookkeeping, sales tax filings, individual and business tax preparation.

Call (631) 343-5942

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About

Vertex CPA P.C. provides personalized accounting services including bookkeeping, sales tax filings, individual and business tax preparation, and advisory services. The firm specializes in hospitality, non-profits, retail, e-commerce, and professional services, aiming to help clients achieve and maintain financial success.

Personalized service

Year-round client contact

Industry specialization in hospitality, non-profits, and e-commerce

Services

Individual Income Tax Preparation

Preparation of individual income tax returns, quarterly estimates, and payroll tax preparation.

Quarterly estimates Payroll tax preparation Form 1040 and 1040-SR preparation

Business Process Outsourcing

Virtual controller services, bookkeeping, bill payments, and IT system integrations.

Virtual controller Bill payments IT system integrations Entity formation

Cost Segregation Studies

Specialized analysis to accelerate depreciation on commercial properties.

Accelerated depreciation Tax savings analysis

Credentials & Certifications

Owner and Founder

Since 2023

Reviews

Rating

★★★★★

Reviews

"My concerns were addressed quickly and professionally."

Frequently Asked Questions

What is Vertex CPA P.C.'s approach to client service? +

Vertex CPA P.C. prioritizes personalized service, aiming to be in contact with clients throughout the year to provide meaningful financial advice and support.

How does Vertex CPA P.C. handle tax complexity? +

Vertex CPA P.C. emphasizes the importance of experienced tax professionals to navigate complex tax laws and ensure clients receive all entitled deductions and credits.