Vertex Accounting Partners, LLC

Vertex Accounting Partners, LLC

Accounting

Downers Grove, IL 65 followers

CPA firm excelling in reporting the past and planning for the future. Servicing to personal, business and trust clients.

About us

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

Industry
Accounting
Company size
11-50 employees
Headquarters
Downers Grove, IL
Type
Partnership
Founded
2017

Locations

  • Primary

    3000 WOODCREEK LN SUITE 120

    Downers Grove, IL 60515, US

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Employees at Vertex Accounting Partners, LLC

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