Vertex Accounting Group — Licensed CPA Firm · New York State (212) 555-0371  ·  Free Initial Consultation
Certified Public Accountants

Financial Clarity.
Strategic Growth.

Vertex Accounting Group provides expert accounting, tax, and advisory services to businesses and individuals who take their finances seriously.

$2.1BTaxes Managed
3,400+Clients Served
28 YrsExperience
98%Retention Rate
"We go beyond compliance — we build the financial strategies that grow your business year after year."

Our Accounting Services

Comprehensive financial services for businesses of every size.

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Tax Planning & Preparation

Strategic tax minimization for individuals, small businesses, corporations, and partnerships.

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Bookkeeping & Payroll

Accurate, timely bookkeeping and payroll processing so you can focus on running your business.

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Business Advisory

CFO-level advisory for growing businesses — budgeting, forecasting, and strategic financial planning.

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Audit & Assurance

Independent audits, reviews, and compilations that give your stakeholders confidence in your numbers.

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Estate & Trust Services

Estate tax planning, trust returns, and probate accounting to protect and transfer wealth.

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International Tax

Cross-border tax planning for expats, foreign nationals, and multinational businesses.

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A Clear, Simple Process

From first conversation to year-round partnership.

1

Free Consultation

We learn about your situation, goals, and what you need from your accounting firm.

2

Custom Proposal

We create a tailored service plan and fixed-fee proposal — no hourly billing surprises.

3

Onboarding

We collect your documents, access your systems, and get fully up to speed.

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Year-Round Partnership

Ongoing support, proactive advice, and total financial visibility all year long.

Meet Our Partners

Experienced professionals dedicated to your financial success.

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Allen Vertex, CPA
Founding Partner
Tax strategy, corporate accounting, M&A advisory. 28 years experience. NYU Stern MBA.
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Patricia Huang, CPA
Tax Partner
International tax, high-net-worth individuals, estate planning. Columbia Law, LLM Tax.
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Robert Gomez, CPA
Audit Partner
Audit & assurance, nonprofit accounting, government compliance. CPA since 2001.
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Karen Schwartz, CPA
Advisory Partner
Business advisory, forecasting, fractional CFO services. 15 years experience.

What Our Clients Say

"Vertex identified $87,000 in tax savings we didn't know existed. They paid for themselves 20 times over in the first year."
Thomas ReevesCEO, Reeves Manufacturing
"After years of struggling with our finances, Vertex gave us the clarity and strategy to actually grow. They're not just accountants — they're partners."
Maria SantosFounder, Santos Restaurant Group
"The Vertex team handled our Series A audit flawlessly and under timeline. Our investors were impressed. We can't recommend them highly enough."
David ParkCFO, Stratify Technologies

Let's Talk About Your Financial Future

Schedule a free, no-obligation consultation. We'll review your situation and provide honest guidance on how we can help.

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Office

1 World Trade Center, Suite 8500
New York, NY 10007

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Phone

(212) 555-0371

Email

consult@vertexaccounting.com

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Hours

Mon–Fri: 8:30am–6pm
Extended hours during tax season