News & Updates
In-person and virtual appointments are available, please contact us to schedule an appointment.
To ensure we keep both our clients and employees healthy we ask that all non-vaccinated visitors of the office wear a mask.
We encourage our clients to use our Secure Portal System to upload documents.
Update:
2021 Child Tax Credit: The IRS has implemented a change. Those that qualify will receive half of the tax credit over the next 6 months. LEARN MORE
Office Summer Schedule:
Vertex Accounting Partners Philosophy
We Report the Past & Plan for the Future.
Vertex Accounting Partners LLC, formerly De Sio, Franzen and Associates, Ltd., 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.
About us
Our team of CPA’s, Enrolled Agents, MBA’s and accounting professionals have the knowledge and experience necessary to ensure your accounting needs are met with the expertise you expect. As part of the Vertex Partners group, we have the resources available to offer our clients a 360 degree view of their accounting and financial planning needs.
Approach
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.
Services
Individuals
Many decisions that you make during the year have an impact on your tax responsibility. You need a trusted accounting partner that can guide you to make the best decision for you and your family.
Businesses
Accounting decisions for a business can be overwhelming and confusing. Our team makes it seamless. Whether you’re starting a new business or managing an existing one, our team will guide you every step of the way.
Vertex Difference
The Vertex Partners family provides clients with all of the resources they need for a unified and comprehensive approach to their accounting and financial needs. We bring the right people together in a collaborative effort to deliver a plan that is right for you.
