APEX TAX ADVISORS, LLC
APEX CAPITAL WEALTH MANAGEMENT
A Member of Advisory Services Network, LLC
Reasons to Choose Apex Tax Advisors, LLC & Apex Capital Wealth Management
COMPREHENSIVE AND CUSTOMIZED
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.
PROFESSIONALS, NOT PART-TIMERS
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.
RELATIONSHIPS YIELD RESULTS
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.
ALL YEAR ACCESS TO ANSWERS
Our office is open year round, not just tax season.
This means we can help you plan ahead, not just react to tax season.
REAL PEOPLE, REAL HELP
When you call, you speak with your preparer instead of being re-routed through disaffected call centers and operators.
SAFE & SECURE
Your records are securely stored onsite, not shipped to another location.
When you need an answer...you get it fast.
PLANNING MAKES PERFECT
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.
LOCAL & LOYAL
We understand and support the local businesses.
We grew up here and are invested in our communities future.
PRECISION WITH A PROMISE
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.
COMMITTED TO OUR COMMUNITY
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.