Wealth Management Service

TAX STRUGGLE IS REAL, BUT SO IS THE HELP!

SCHEDULE YOUR MID-YEAR REVIEW

PROFESSIONAL ADVICE TAILORED TO LIFE

PROFESSIONAL ADVICE TAILORED TO LIFE

 

With over 50 years of combined experience, Apex serves commercial and residential clients in southern New Jersey from our hometown of Moorestown. We grew up here, we live here, we work here, and we serve our community with services that help make a real difference. 

Our mission is to provide our clients with sound tax preparation, advice, and planning along with quality financial products that will help them to reach their goals and dreams.

 

MORE THAN MOORESTOWN TAX EXPERTS

 

While Apex is well known for offering superior tax preparation services, tax prep is not all we do. Income tax preparation is among a full suite of services to help the residents of Moorestown, Cherry Hill, Haddonfield, and the surrounding communities with their financial advisory needs. Our clients stay with us for years because we stay with them through throughout their lives. We have helped people plan for life changes and weather storms like unexpected changes in employment, marital status and loss of life. We remain your ally in life. Whether you are planning for retirement, changing jobs, estate planning, or general consultation on how to afford that boat, Apex is here for you!

 

WE’RE YOUR NEIGHBORS
WITH THE KNOW-HOW

 

Our seasoned professional team of tax return preparers have decades of professional tax preparation experience delivering tax preparation through a hand-held process that New Jersey trusts. This is real tax return help that makes sure you have not only managed your tax obligations but gives you an opportunity to plan financial strategies, avoids surprises, and prepare for the life you want.

YOU’RE OUR NEIGHBOR, NOT JUST A NUMBER

 

Our typical customers are NJ residents who are used to seasonal tax return preparers who may be cranking out returns to meet a quota. Other clients tried tax preparation themselves without the full knowledge and implications of the latest tax laws. We have heard countless stories of how bad preparations put individuals and families at risk for audits, unexpected taxes, and other avoidable circumstances.

 

Rest assured; our income tax preparation services are managed by dedicated accounting professionals who work year-round. Whether you need simple tax assistant or a comprehensive financial plan, Apex is ready to serve. We are not just local NJ tax accountants…we are your neighbors, and we deliver year-round tax preparation help.

 

TAX HELP FOR SENIORS, YOUNG PROFESSIONALS, FAMILIES AND MORE

Many people find themselves in need of tax help after being let down by filing themselves and missing an important detail, relying on some free software, or the lackluster services of one of those seasonal places. Tax preparation is serious and requires a true professional with a track record of delivery reliable tax advice. It’s possible you stumbled onto Apex by searching some term like, tax preparation services, income tax, or tax return help and are not sure about us. We are glad you landed here because we specialize in transforming this uncomfortable pain-point into a an opportunity to plan your life. While we won’t pretend it’s a day at the beach, we know that real tax preparation done by our Apex Tax Advisors is a door to a set of services that can change your perspective. Our tax preparation services offers you an opportunity to begin managing your finances with customizable strategies, tailored to your life. Optimize your financial planning and realize your goals.   

TAX EXPERTS

Discover sound tax preparation, advice, planning, quality financial products that help reach goals and build dreams.

WEALTH MANAGEMENT

Custom consultation, advice, planning services, and related products to help plan futures and make them a reality.

SCHEDULE

APPOINTMENT

Call 856-778-0980  or click below to use our online form