top of page

CLIENT

REFERRAL

REWARD

PROGRAM

Share With Your Friends and Associates

Co Workers

We consider it a great honor when many of our clients ask us to speak with a friend, relative, or colleague concerning their tax concerns and finances.  As a way to accommodate those wishes, and to say "thank you", we have developed our Client Referral Reward Program. Please note, the discount only applies to the Tax Preparation Fee.

It's a simple 2 step system:

Your family or friend will receive a $25 discount from their tax preparation fee.

We will also reward you with $25 off your tax preparation fee or a $25 Gift Card. Enjoy any purchase that you want as our thanks to you!

1

2

Bill Madara & John Miller.jpg

William Madara CFP®, ChFC®, EA 

John A. Miller Jr.
CFP®, EA 

Bill & John and their team of  professionals will help you get your financial "ducks in a row!"
Call 856-778-0980 today!

Apex Tax Advisors LLC.
Apex Capital Wealth Management,

A Member of Advisory Services Network, LLC

 

505 South Lenola Rd. Suite 110
Moorestown, NJ 08057

M-F: 9-5 | Evenings & Sat Appt Only

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

  • Yelp - Grey Circle
  • LinkedIn - Grey Circle
  • Facebook - Grey Circle

© 2023 Apex Tax Advisors, LLC​.

CFP Board

Members: 

NATP

Advisory services are offered through Apex Capital Wealth Management, A Member of Advisory Services Network LLC. Tax and accounting services are offered through Apex Tax Advisors, LLC. Advisory Services Network, LLC and Apex Tax Advisors, LLC are separate and unrelated entities.

bottom of page