APEX ADVISOR GROUP
We here at Apex Advisor Group are a team of highly qualified professionals that have over 40+ years of combined experience in the tax, accounting, insurance and financial services industry.
Putting the clients’ needs first has always been the Apex Advisor philosophy and has helped us create a reputation of honesty, integrity and trust with our clients and our community. We strive to increase financial literacy and awareness for all our clients and our community.
Our commitment to all our clients is to provide impeccable service, keep them informed of current and upcoming events, help them achieve their financial objectives and assist in preparing for their financial future for themselves and their family.
From personal tax returns and financial planning to corporate formations and accounting services, you can be confident that Apex Advisor Group is the right choice for you, your family and your business.
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Frequently asked questions
What is your typical process for working with a new customer?
First we will have a phone conversation to correctly assess your tax situation. Communication is extemley important to us. We want you to know what is happening with your financies at all times. We will then discuss your payment options through our transparent pricing policy.
Then we will collect the required documetation and usually complete the work for most cases with 24-48 hours.
What education and/or training do you have that relates to your work?
We have over 40+ years of combined experience in the tax, accounting, insurance, and financial services industry.
We are also approved continuing education providers with the IRS.
How did you get started in this business?
Our Tax Pros all have unique stories on how they entered into the Tax & Accounting Industry.
We all share a passion to assist our clients and the community and are committed to helping clients achieve financial awareness and to offer solutions to create wealth for our clients and their families. From tax planning to retirement services, we will assist our clients and the community every step of the way.
What types of customers have you worked with?
Small Businesses and LLC's
Not for Profits
What advice would you give a customer looking to hire a pro in your area of expertise?
When looking to hire a Tax Pro, definitely ensure that they are knowledgable with the latest tax laws and are passionate about you achieving your goals. They should ask you several questions to better understand you and your financial situation in order to offer you a variety of solutions.