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A Virtual Firm With A Personal Touch

Virtual Peak Tax Advisors® is a virtual firm which means you interact with us directly from your own home or office. We enjoy developing relationships with our clients and encourage them to call whenever there is a question.

A Virtual Firm With A Personal Touch

Virtual Peak Tax Advisors® is a virtual firm which means you interact with us directly from your own home or office. We enjoy developing relationships with our clients and encourage them to call whenever there is a question (no additional cost). Below is our process for onboarding new clients.

Meet The Owner

Brad Nichols

Brad graduated from Brigham Young University in 2006 with his Bachelor’s in Accounting degree. He then graduated from the University of Utah in 2007 with his Master’s in Accounting (MAcc) degree.

He spent 6 years working in the Northern Virginia/Washington D.C. area. His time there was split between two firms – one of the Big 4 as well as a local Northern Virginia firm. While in Virginia his clients consisted predominately of large law firms, venture capital / private equity funds, and clients invested in real estate.

Brad then spent 7 years as a manager and senior manager for a large international tax firm in its Dallas, Texas office. While there, Brad’s focus was on tax compliance and consulting for high-net-worth individuals and their businesses. These clients had complex tax structures which consisted of family limited partnerships, investment partnerships, and entities focused in real estate and restaurants/caterers.

Brad has helped clients through IRS and state audits, as well as responding to notices from the IRS and various state taxing authorities.

In February 2021, Brad started Virtual Peak Tax Advisors® with the focus on helping businesses and their owners stay tax compliant. Brad enjoys meeting with his clients to get an understanding on what is important to them and how he can help advise them in their tax planning.

Brad now resides with his family in Saratoga Springs, Utah. He enjoys spending time with his family, hiking, camping, and fishing.

our process

Free Consultation

Schedule a free consultation consisting of a video meeting or phone call in which we learn more about each other and how Virtual Peak Tax Advisors® can be of service.

01

Information Gathering

You will receive an invitation to our secure Portal.  You can upload your tax information such as prior year tax returns, current year info., and other items important to your situation.

02

Engagement Terms Are Set

After reviewing your prior year tax information and learning more about you and your business, the terms of our engagement will be set. If agreed upon, we will commence work.

03

Work, Work, Work

We will work on fulfilling your tax needs which may include meeting with any of your other financial and/or legal advisors to ensure we and the rest of your financial team are on the same page.  Any final deliverable (ex. tax return) will be delivered to you via our secure Portal for your download.

04

Top quality accounting services for you and your business

We realize taxes should not rule every financial or business decision. However, having an understanding of the tax impact on such decisions is still helpful and can be critical to ensure the best choices are made. For this reason, Virtual Peak Tax Advisors® likes to work with our clients’ financial and legal advisors in assisting them in obtaining their financial goals.

Top quality accounting services for you and your business

We realize taxes should not rule every financial or business decision. However, having an understanding of the tax impact on such decisions is still helpful and can be critical to ensure the best choices are made. For this reason, Virtual Peak Tax Advisors® likes to work with our clients’ financial and legal advisors in assisting them in obtaining their financial goals.

Virtual Peak Tax Advisors, LLC
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