THE APEX
ADVANTAGE

We provide comprehensive financial services developed to tie your tax plans into all the aspects of your finances. We are also fully licensed to implement the plans designed to help you reduce debt and increase wealth and security.

While other tax preparation companies employ part-time helpers to push through returns during tax season, our experience has lead us to recognize that tax preparation is better handled by dedicated professionals all year long. 

We are seasoned, not seasonal.

We offer a "hands-on" approach with your finances. 

This relationship allows us to work together to create a tailored plan

for your financial health.

Our office is open year round, not just tax season. 

This means we can help you plan ahead, not just react to tax season.

When you call, you speak with your preparer instead of being re-routed through disaffected call centers and operators.

Your records are securely stored onsite, not shipped to another location.

When you need an answer...you get it fast.

Tax season is only 2 1/2 months out of the year, but we believe good preparation may help you reduce stress, minimize tax liability, and save money.  We offer quarterly reviews to help promote good financial health.

We understand and support the local businesses. 

We grew up here and are invested in our communities future.

We guarantee accuracy of the tax return every time!  Tax preparation is often treated like fast food and this leads to mistakes. We personally work with and for you, to make sure you get every penny that is due to you.

Client Referral Reward Program* is an easy way to get discounts on services and rewards for Apex Tax Advisors' clients. 
*For Apex Tax Advisors LLC customers only.

We invest in technology and training, as we endeavor to offer better and easier to use services.  We also hold seminars to help you learn how to manage your own finances.