VERTICAL ADVISORS LLP

Description

Address: 1401 Dove St Suite 630, Newport Beach, CA 92660 Hours: Closed ⋅ Opens 8:30AM Thursday8:30AM–5PMFriday8:30AM–5PMSaturdayClosedSundayClosedMonday8:30AM–5PMTuesday8:30AM–5PMWednesday8:30AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (949) 756-8080: : : Category: Website: : Place name: : : Website: http://verticaladvisors.com/ Category: Certified Public Accountant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Vertical Advisors LLP Posting publicly on the Web Write a review Reviews 1 Google review From Vertical Advisors LLP Unable to add this file. Please check that it is a valid photo. "CPAs and Tax Strategist primarily servicing privately held businesses and the owners. Also high net with and real estate investors. We are also a full service CPA / Accounting firm."

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VERTICAL ADVISORS LLP Employees

Employee
Years
Job
Industry
Ben Zahradnik, CPA Ben Zahradnik, CPA Greater Los Angeles Area Details
Ben Zahradnik, CPA's VERTICAL ADVISORS LLP Experience July 2014 - Present
Job Tax Associate at VERTICAL ADVISORS LLP
Industry Accounting
Experience
VERTICAL ADVISORS LLP   July 2014 - Present
Eastham Foster CPA's   April 2013 - July 2014

Skills
Tax Preparation, Accounting, Income Tax, Financial Statements, Tax, Tax Research

Education
Golden Gate University   2012 — 2015
Master's degree, Tax Law/Taxation

North Seattle College   2011 — 2012
Bacherlors degree, Accounting and Finance

Iowa State University   2003 — 2006
Bachelor's degree, English

PETER DEGREGORI PETER DEGREGORI Orange County, California Area Details
PETER DEGREGORI's VERTICAL ADVISORS LLP Experience January 2007 - Present
Job Managing Partner at VERTICAL ADVISORS LLP
Industry Accounting
Experience
VERTICAL ADVISORS LLP   January 2007 - Present
DKAdvisors   June 2003 - January 2007
Grant Thornton  June 2001 - May 2003
myCFO  June 1999 - June 2001
Arthur Andersen  January 1997 - June 1999
DeGregori, Gormsen, Ringer, LLP   May 1992 - December 1996

Skills
Crisis Management, Business Advisory, Tactical Planning, Federal Taxation, Tax Reduction Strategies, Small Business..., Tax, Accounting, Income Tax, Corporate Tax, Mergers, Strategic Planning, Management Consulting, Small Business, CPA, Tax Preparation, Tax Accounting, Tax Research, Auditing, Mergers & Acquisitions, Tax Advisory, International Tax, Partnership Taxation, Financial Accounting, S Corporations, Bookkeeping, Tax Returns, Finance

Education
Golden Gate University   1997 — 2000
Masters of Science, Taxation

California State University-Fullerton   1989 — 1992
1992, BA - Accounting

California State University-Fullerton - College of Business and Economics   1989 — 1992
BA, Accounting

Regis University   1987 — 1988

Danielle Bianchini Danielle Bianchini Orange County, California Area Details
Danielle Bianchini's VERTICAL ADVISORS LLP Experience October 2014 - Present
Job Manager at Vertical Advisors LLP
Industry Accounting
Experience
VERTICAL ADVISORS LLP   October 2014 - Present
Hein & Associates  May 2007 - June 2014
Rosen Seymour Shapss Martin   January 2001 - March 2007
Paul Scherer & Company LLP  June 1998 - December 2000
Assigned to TransAmerica Leasing Financial Services   June 1997 - August 1997

Skills
Financial Reporting, Auditing, Internal Controls, Financial Accounting, Accounting, GAAP, Financial Analysis, Sarbanes-Oxley Act, Accounts Payable, Financial Statements, SEC filings, CPA, US GAAP, Corporate Tax, Consolidation

Education
Marist College   1994 — 1998
B.S, Accounting

Elizabeth Farnan Elizabeth Farnan Orange County, California Area Details
Elizabeth Farnan's VERTICAL ADVISORS LLP Experience 2013 - 2014
Job Consultant at Elizabeth Farnan, CPA
Industry Accounting
Experience
Elizabeth Farnan, CPA   2006 - Present
The Los Angeles Triathlon   2003 - Present
USA Triathlon  January 2010 - Present
VERTICAL ADVISORS LLP   2013 - 2014
Deckers Outdoor Corporation  2011 - 2013
Roll International  2007 - 2010
Holthouse Carlin & Van Trigt LLP  2006 - 2007
Michael S. Fredlender, CPA   2005 - 2006
Grant Thornton  2001 - 2005
Deloitte  1997 - 2001

Skills
Accounting, Financial Reporting, Sarbanes-Oxley Act, Financial Analysis, Mergers & Acquisitions, Auditing, Forecasting, Tax, Budgets, Financial Accounting, Internal Controls, Financial Modeling, Leadership, Restructuring, Strategy, Process Improvement, Risk Management, Due Diligence, Business Strategy, Management, Strategic Planning, Finance, SEC filings, Executive Management, Corporate Finance, Managerial Finance, Strategic Financial..., Triathlon

Education
The College of William and Mary - The Mason School of Business   1995 — 1997
MBA

Bucknell University   1988 — 1992
BA, Economics

Ramapo High School

Kreithchele Barnard, CPA/MBA Kreithchele Barnard, CPA/MBA Orange County, California Area Details
Kreithchele Barnard, CPA/MBA's VERTICAL ADVISORS LLP Experience May 2013 - October 2014
Job Independent Contractor & Consultant at KB Business Consulting
Industry Accounting
Experience
Santa Ana College  December 2014 - Present
KB Business Consulting   November 2014 - Present
No Matter What...   November 2012 - Present
VERTICAL ADVISORS LLP   May 2013 - October 2014
Chic CEO, LLC  July 2013 - December 2013
Glamour magazine  January 2011 - December 2013
Femfessionals LLC  September 2012 - August 2013
Robert R. Redwitz & Co.   June 2011 - April 2013
Glenn M. Gelman & Associates   January 2010 - May 2011
Glenn M. Gelman & Associates   June 2009 - January 2010

Skills
Construction, A-133, Local Government, SEC, Non-profits, Accounting, Auditing, Financial Reporting, Internal Controls, General Ledger, Nonprofits, Tax, Financial Analysis, GAAP, Financial Statements, Variance Analysis, Leadership, Budgets, CPA, Cash Flow, Management, Finance, Financial Accounting, Strategic Planning, Training

Education
University of California, Irvine   2005 — 2013
Certificate, Marketing

Chapman University, The George L. Argyros School of Business and Economics   2003 — 2006
MBA

Chapman University, The George L. Argyros School of Business and Economics   1996 — 1999
BS, Accounting

Mater Dei High School   1992 — 1996

Karen Karanickolas Karen Karanickolas Orange County, California Area Details
Karen Karanickolas's VERTICAL ADVISORS LLP Experience August 2009 - Present
Job Client Services at Vertical Advisors LLP
Industry Accounting
Experience
Vertical Advisors LLP   August 2009 - Present
Platinum Properties Investor Network Inc   February 2004 - April 2012
Interpore Cross International  August 2002 - July 2005

Education
Fullerton College
AA, Business Management

Siraj Soliman Siraj Soliman Orange County, California Area Details
Siraj Soliman's VERTICAL ADVISORS LLP Experience July 2013 - Present
Job Associate at VERTICAL ADVISORS LLP
Industry Accounting
Experience
VERTICAL ADVISORS LLP   July 2013 - Present
SMA Financial, Inc   September 2008 - June 2013
UCMeTalk, Inc.   December 2011 - December 2012
Rocket Internet Turkey & MENA   June 2012 - September 2012

Skills
Quickbooks, Microsoft Office, Excel, Arabic, Accounting, Financial Reporting, PowerPivot, Financial Accounting, Auditing, Vlookup, US GAAP, QuickBooks, Microsoft Excel, PowerPoint, GAAP, General Ledger, CPA, Financial Analysis, Management, Business Development, Bookkeeping, Microsoft Word

Education
University of California, Riverside   2010 — 2012
Bachelor of Science (BS), Business Administration, Accounting

Irvine Valley College   2008 — 2010

Chris Edmunds Chris Edmunds Greater Nashville Area Details
Chris Edmunds's VERTICAL ADVISORS LLP Experience January 2013 - December 2013
Job Senior at Deloitte
Industry Financial Services
Experience
Deloitte  January 2014 - Present
VERTICAL ADVISORS LLP   January 2013 - December 2013
KPMG US  2012 - October 2012
P.F. Chang's China Bistro   January 2012 - May 2012
McDevitt and Pribyl, APLC   January 2011 - January 2012
Oggis Pizza and Brewing Company  September 2010 - May 2011

Skills
Microsoft Office, Intuit Tax Software, Social Media, Customer Service, Tax Return Preparation, Accounting, Tax Returns, Journal Entries, Bookkeeping, Spreadsheets, Income Tax, Account Reconciliation, Financial Accounting, GAAP, Auditing, Tax

Education
University of San Diego   2009 — 2012
Bachelor of Accountancy, Accounting

Orange Coast College   2007 — 2009
Associate of Arts, Business Administration

Irina Pichko, CPA Irina Pichko, CPA Orange County, California Area Details
Irina Pichko, CPA's VERTICAL ADVISORS LLP Experience January 2011 - November 2012
Job Tax Senior at Glenn M. Gelman & Associates
Industry Accounting
Experience
Glenn M. Gelman & Associates   December 2012 - Present
Alternative Vending Company   April 2009 - September 2014
VERTICAL ADVISORS LLP   January 2011 - November 2012

Skills
Tax, Financial Reporting, Account Reconciliation, Accounting, Tax Accounting, Tax Preparation, Corporate Tax, Tax Advisory, Income Tax, Partnership Taxation, CPA, Tax Research, Tax Returns, Cash Management, Financial Accounting, Auditing, Accounts Payable, QuickBooks, Accounts Receivable, Bookkeeping, Tax Law, Sales Tax, Trust Taxation, GAAP, Personal Tax Planning, Corporate Tax Planning, General Ledger, Financial Analysis, Microsoft Excel

Education
Golden Gate University   2013 — 2015
MS, Tax Law/Taxation

Pyatigorsk State Technological University   2002 — 2006
Master's degree, Accounting and Finance

David Leckey, CPA, MTAX David Leckey, CPA, MTAX Orange County, California Area Details
David Leckey, CPA, MTAX's VERTICAL ADVISORS LLP Experience January 2012 - July 2013
Job Tax Director at DVM Management
Industry Accounting
Experience
DVM Management   July 2013 - Present
VERTICAL ADVISORS LLP   January 2012 - July 2013
Arnel Development   August 2008 - January 2012
RSM McGladrey  December 2007 - August 2008
KPMG  January 2006 - December 2007
Wells Fargo Financial  December 2002 - June 2005

Skills
CPA, Tax, Accounting, Tax Preparation, S Corporations, Partnership Taxation, Property Tax, Financial Reporting, Financial Analysis, Corporate Tax, Financial Accounting, GAAP, Income Tax, QuickBooks, Tax Accounting, Tax Research, Tax Returns

Education
Arizona State University, W. P. Carey School of Business   2005 — 2006
Masters, Tax

Brigham Young University   2000 — 2002
Bachelor, Finance

Vanessa Zarrilli Vanessa Zarrilli Orange County, California Area Details
Vanessa Zarrilli's VERTICAL ADVISORS LLP Experience January 2012 - May 2013
Job President / CEO at SureFire CPR
Industry Accounting
Experience
SureFire CPR   October 2012 - Present
VERTICAL ADVISORS LLP   January 2012 - May 2013
Strategic Accounting Solutions Inc   April 2009 - December 2011
Deloitte & Touche LLP  January 2005 - 2009

Skills
GAAP, US GAAP, CPA, Financial Reporting, Accounting, Financial Accounting, Financial Analysis

Education
University of Southern California   2001 — 2005
BS and MAcc, Accounting

Richard Serrano Richard Serrano Newport Beach, California Details
Richard Serrano's VERTICAL ADVISORS LLP Experience October 2015 - Present
Job Executive Assistant
Industry Accounting
Experience
VERTICAL ADVISORS LLP   October 2015 - Present
La Jolet Salon Inc.   September 2012 - September 2015
Veterans Hospital La Jolla, Ca   2014 - 2014
Mount San Jacinto College  June 2011 - May 2012
USMC  January 1991 - February 1998

Skills
Statistics, Research, Data Analysis, Teaching, Higher Education, PowerPoint, Microsoft Excel, Public Speaking, Access, Microsoft Office, Qualitative Research, Analysis, Microsoft Word, Spanish, Management, Time Management, Team Building, Budgets, Training, Sales, Leadership, Customer Service, Event Planning, Strategic Planning, Social Networking, Marketing, Social Media, Human Resources, Leadership Development, Military

Education
Cal State San Marcos   2012 — 2014
Bachelor of Science (B.S.), Business Administration and Management, General

California State University-San Marcos   2012 — 2014
Bachelor, Business Administration and Management, General