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Business Profile

Tax Consultant

Vertical Tax Planning
Visit Website(888) 201-1605
See Hours
Operating Hours
Monday9:00 AM - 6:00 PM
Tuesday9:00 AM - 6:00 PM
Wednesday9:00 AM - 6:00 PM
Thursday9:00 AM - 6:00 PM
Friday9:00 AM - 6:00 PM
SaturdayClosed
SundayClosed

About

About This Business

Vertical Tax Planning is a premier tax advisory firm assisting American business owners and real estate investors, ensuring our clients do not overpay taxes. We offer a comprehensive, four-step process meticulously designed to develop a personalized tax strategy, accompanied by dedicated support for seamless implementation.

Business Details

BBB File Opened:
1/8/2024
Business Started:
1/2/2021
Type of Entity:
Limited Liability Company (LLC)
Business Management:
Mr. Rolando Lugo, Owner
Number of Employees:
7

Additional Contact Information

Principal Contacts
Mr. Rolando Lugo, Owner
Customer Contacts
Mr. Rolando Lugo, Owner
Additional Phone Numbers
SMS: (805) 504-1998
Additional Email Addresses
Sales: Email this Business
Technical Support: Email this Business
Customer Service: Email this Business
Social Media
Facebook
LinkedIn

Additional Information

Refund and Exchange Policy
We reserve the right to withdraw from the engagement without rendering services for any reason if you fail to comply with the terms of the engagement letter, if you disagree with our recommendations regarding financial reporting presentation, or if we determine professional standards require our withdrawal for any other reason.   

At the completion of our engagement, the original source documents will be returned to you. Workpapers and other documents created by us are our property. Such original workpapers will remain in our control, and copies are not to be distributed without our prior written consent.

If any portion of this agreement is deemed invalid or unenforceable, said finding shall not operate to invalidate the remainder of the terms set forth in the engagement letter.
Other Resources
California Tax Education Council
P.O. Box 2890
Sacramento CA 95812
Phone Number: (877) 850-2832
Fax Number: (916) 447-3447
http://www.ctec.org/
Internal Revenue Service - Enrolled Agents
901 D Street Southwest P.O. Box 68
Washington DC 20224
Phone Number: (313) 234-1280
Fax Number: (202) 401-6657
http://www.irs.gov/
Business Categories
Tax Consultant

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