Elementor #182 – Omni Media Agency

The goal of Vertrauen is to provide individuals and small businesses with the highest level of tax, accounting and consulting services.

About Us

With 20 years of business experience in tax, accounting, and operational finance, Vertrauen can help with your financial and tax needs. Work experience includes Big 4 accounting firms, Fortune 500 corporations and smaller tax and local businesses. Whether you are starting your own business or have been running your operation for years, reach out to find out how we can provide you cost-effective solutions to help you save time and improve your bottom line.

Our Services

Business consulting that suits your needs.

Tax

Vertrauen is an authorized IRS e-file provider with years of tax preparation and planning experience. As such, we are equipped to provide you with tax services that go above and beyond that of just completing and filing your return. Our goal is to help you to better understand your tax situation and develop tax planning strategies to minimize your tax liability in the future.

These are challenging times and we understand that your time, safety and security are of the utmost importance. To address these concerns, we offer tax meetings that can go from fully virtual to an in-office presentation. To protect your data and identity, we have partnered with our software provider to utilize the CCH Axcess Portal. This cloud-based solution provides the highest level of security and eliminates the need for risky email. Documents can be securely shared and authorized without you ever having to leave home. Our secure portal means that no matter where you are, we can securely complete your return with the personalized service you’d expect in person. Send us an email and let’s discuss.

Accounting

Just some of the services we offer include full-service bookkeeping and accounting, monthly reviews, financial statement compilations, and answering questions about complex accounting treatments. Regardless of the level of service you need, our goal is to streamline your accounting processes to save you time, money and to provide you with financial information to help you to make the best decisions for your business.

Consulting & Other Services

Please contact us if you need assistance with any of the following:

Budgeting and Forecasting
Pricing Decisions
Profit and Margin Analysis
Cost Reduction
Financial Statement Review and Analysis

New Business

If you are a new business, we can assist you in creating an integrated tax and accounting plan that will allow you to set up your business right the first time. We can show you how QuickBooks can give you the flexibility and information you need to manage your business. In addition, we can help you determine the best legal entity election for your business and show you how this election can impact your personal taxes.

I have worked with many accountants and tax professionals over the years in both my business and personal life, but have never found one that is as knowledgeable in the tax code, as professional and methodical in his dealings, and as easy to deal with and pleasant as Alan is. No offense to accountants and tax professionals, but I no longer dread having to talk to someone about my taxes, or worse yet, listen to them tell me more than I ever wanted to know about taxes. Alan handles it all, does it with exceptional accuracy and detail, and without making it a painful experience. I’d highly recommend Alan Vogel with no reservations…

Alan Vogel has been performing all of the accounting and tax preparation work for Creekside Management Group DBA Creekside Beer, and Creekside Logistics Services for the past three years. He has demonstrated the ability to handle the most complex transactions we have seen, has been able to simplify and streamline several of our back-office processes related to accounting, inventory, and reporting, as well as guide us through a change in our organizational structure for tax reporting as the business grew and flourished. In the several years of operation as a small business, we have not found anyone who is as knowledgeable in corporate accounting as Alan, with such an eye to detail, and exceptional follow up skills. We would recommend Alan to anyone in need of such services with no qualms.

Route Step Delivery uses Alan for all our accounting and tax preparation needs. His knowledge of business taxes was invaluable to our set-up and his projections have helped us plan our future financial goals. With Alan’s attention on our business’ accounting details, we are free to focus our attention on all of the other aspects of our business. To say that Alan Vogel has earned our trust is an understatement. The success of Route Step Delivery could not have been accomplished without Alan Vogel’s accounting expertise and sound advice.

This year we needed to find a new tax professional so I contacted our financial advisor for a recommendation. He put me in touch with Alan at Vertrauen Consulting. Alan was great to work with. He answered all of my small business questions and went over all of the filings. I usually dread doing taxes but this year it was much much easier and we were able to do everything online which was a plus.