TAX
ADVISORY SERVICES

Expert tax help that draws on 40 plus years serving residential and commercial clients

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For decades, Apex has been the choice for professional tax services for Moorestown, Cherry Hill and the surrounding South Jersey area. Professionals, families, and businesses of all sizes trust the financial experts at Apex to deliver the personalized advice, products, and preparation needed to manage their taxes, especially in light of their broader financial situation.

You're our neighbor, not just a number.

"Your Trusted Provider of Tax Preparation and Tax Planning"

Our suite of tax services can help you meet your broader, financial goals. At Apex, our financial experts are happy to help you with all your tax needs - from the more straightforward tax return to the more complex tax situations with multiple investments, businesses, properties, or retirement packages.

Whatever your personal financial situation may be, Apex is here to advise and support you all year round to help you achieve financial success.

See our List of Tax Services

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Tax Advisory Services

Professional Tax Preparation

There are many advantages to using a tax preparer rather than preparing them yourself. Apex Tax Advisors have extensive knowledge and specific expertise in tax return preparation and planning and can help you maximize your deductions to get the best refund possible. A financial tax advisor works in your best interest to make sure all your information is accurate and will also review your past year’s tax return for potential errors to make sure that you have claimed all of the credits and deductions that you are eligible for. As enrolled agents (EA), our tax advisors have the highest credentials the IRS awards and must adhere to ethical standards and complete 72 hours of continuing education courses every three years. ABOUT

Benefits of Professional Tax Preparation


Apex Tax Advisors provides many benefits that come with working with a seasoned tax specialist. Here are just a few of those benefits:

  • Experts in tax code: Our team of income tax specialists is up to date on all the latest changes in tax law so that you can be confident you are taking advantage of every deduction and credit available to you.
     

  • More time for you: Apex will take care of all the paperwork and calculations for you so that you can focus on running your business, building your career, doing what you are best at, or simply making the most of your time.
     

  • Planning ahead: To help you budget and save appropriately throughout the year, Apex estimates your taxes for the upcoming year and develops a plan to minimize your tax liability. We offer a free mid-year tax appointment to make sure you are on the right track to meet your financial goals.
     

  • Call Apex Tax Advisors today to learn more about how we can help you with your taxes!

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William Madara CFP®, ChFC®, EA

John A. Miller Jr. CFP®, EA

Founding Partners of Apex Tax Advisors, LLC

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Find out more about our Gold Medal Services 

Specialized Tax Planning Advice

Apex Tax Advisors offers proactive planning around: life events, annual tax filing, analysis to maximize the value of charitable gifts and equity compensation plans, complex investments and financial products, tax mitigation strategies, tax issues, and retirement planning. Your income taxes are an important part of personal finance and should not be ignored when creating a financial plan with your financial advisor. That is why it is so valuable to have a tax advisor and financial advisor all in one.  FIND OUT MORE ABOUT OUR FINANCIAL SERVICES

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Importance of Specialized Tax Planning Advice

Many taxpayers miss potential tax benefits and pay much more than what is necessary. Here are more benefits to tax advice and planning:

  • Financial Planning: Apex can help you make your hard-earned money work even harder for you. You shouldn’t pay more taxes than you need to! Your investment strategies and “fun money” can see a marked increase when your funds are properly managed through a well-thought-out tax plan.

  • Wealth Management: Accumulating, accessing, or transferring wealth has serious tax implications. For example: knowing the tax difference in the two main stocks— incentive stock and non-qualified stock—is an essential part of your financial planning. Apex works with your holistic financial plan to ensure you are making the right financial choices before you file your taxes. 

  • Retirement Planning: Retirement savings accounts have varying tax implications. Through proactive planning with tax professionals, you can significantly boost how much money you will have in retirement. This advice is best given by professionally credentialed tax advisors and a certified financial planner who knows the tax code and can also give investment advice. 

  • Peace of Mind: Apex Tax Advisors and Apex Capital Wealth Management can help make it easier for you by providing expert advice and guidance you can trust from tax advisors who are also financial advisors. Give us a call today!

  • Our goal is to help you save money, so don't hesitate to contact us today to setup an appointment with a tax professional today!

 

Apex Tax Advisory Services


If you have any questions about our expertise in any of these areas, please reach out and we would be happy to meet with you. We are available all year long. Give us a call today!

Tax 

​Income Tax

Inheritance Tax

Estate Tax

Business Tax

Amended Tax Returns

IRS Issues

Specialty 

Income Tax Planning

Mid Year Review

Business Planning

Schedule A Review

Schedule C Planning

Schedule E Planning

Insurance

Life - Term, Whole Life, Universal, Variable

Long Term Care

Health Insurance - Individual and Company

Fixed Annuities

Equity Index Annuities

Apex works with attorneys to put a proper plan in place.

Estate Planning

Apex Helps You Meet Your Financial Goals Through Tax Preparation and Planning

Many taxpayers miss potential tax benefits and pay much more than what is necessary. Here are more benefits to tax planning with a financial professional:

  • We deliver a careful analysis of your tax situation to ensure you take every tax credit and deduction you are eligible for on your tax return.
     

  • We advise you on a recordkeeping system that meets IRS requirements.
     

  • We work with you all year long, not just at tax time, to utilize strategies that lower your tax bill.
     

  • We review and offer financial advice on how to adjust your paycheck withholding so that it accurately considers your tax situation and lets you keep more of your money.
     

  • And more!

Retirement Planning

Mon-Fri: 9-5 | Evenings by Appointment  |  Saturdays by Appointment Only

Extended Hours 9AM - 8PM February, March & April