Vertex Inc.

  • Overview

Did you know that in New Jersey, naturally carbonated water is tax-exempt, but artificially carbonated water is taxable? Well, Vertex does. The company provides tax software that more than 10,000 businesses use to process such taxes as income, sales, consumer use, value-added, communications, and payroll. Vertex also publishes tax manuals and directories, and it offers tax consulting and training. The company serves clients in a range of industries; customers have included big names such as American Honda MotorBristol-Myers Squibb, Mercedes Benz USA, Merck, Pepsi, Starbucks, and Verizon Wireless.

Geographic Reach

The company's headquarters are located in Berwyn, Pennsylvania. Vertex has offices in Europe (London), Brazil (São Paulo), Atlanta, Dallas, Fort Collins, Naperville, Phoenix, Sarasota, suburban Philadelphia, and Washington, DC.


Vertex employs more than 750 professionals.

Sales and Marketing

The company serves customers in a broad range of industries. It maintains sales and service partnerships with leading software companies, including SAP and Oracle, and such accounting firms as PricewaterhouseCoopers and KPMG.


In 2013, Vertex expanded its presence in the Philadelphia area, opening of a new office in Chesterbrook. In 2012, Vertex grew its product line, launching Vertex Indirect Tax O Series for Value Added Tax management as an on demand, a Software-as-a-Service product for multinational corporations based in the US.

Company Background

Vertex was founded in 1978 by Ray and Antoinette Westphal, the parents of company president and CEO Jeff Westphal.

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Vertex Inc.

1041 Old Cassatt Rd.
Berwyn, PA 19312
Phone: (610) 640-4200
Fax: (610) 640-5892


  • Employer Type: Private
  • President and CEO: Jeffrey Westphal
  • Chairman: Stevie Lucas
  • President and CEO: Jeffrey Westphal

Major Office Locations

  • Berwyn, PA