APEX TAX ADVISORS, LLC
APEX CAPITAL WEALTH MANAGEMENT
A Member of Advisory Services Network, LLC
Expert tax help since 2004 serving residential and commercial clients
For decades, Apex has provided professional tax services for Moorestown, Cherry Hill, Mount Laurel and the surrounding South Jersey area to professionals, families, and businesses of all sizes. We deliver personalized advice, services, and preparation needed to help manage their taxes, especially in light of their broader financial situation.
You're our neighbor, not just a number.
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!
Amended Tax Returns
Income Tax Planning
Mid Year Review
Schedule A Review
Schedule C Planning
Schedule E Planning
Life - Term, Whole Life, Universal, Variable
Long Term Care
Health Insurance - Individual and Company
Apex works with attorneys to put a proper plan in place.
Professional Tax Preparation
There are many advantages to using a tax preparer rather than preparing them yourself. Apex Tax Advisors uses their knowledge to help you maximize your deductions to assist you in getting the best refund possible. They work hard to make sure all your information is accurate. They 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. Our tax preparers are enrolled agents (EA). Enrolled agent status is the highest credential the IRS awards and must adhere to ethical standards, completing 72 hours of continuing education courses every three years. ABOUT
"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 experienced financial professionals 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.
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:
Specializing 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 goals.
Call Apex Tax Advisors today to learn more about how we can help you with your taxes!
William Madara CFP®, ChFC®, EA
John A. Miller Jr. CFP®, EA
Founding Partners of Apex Tax Advisors, LLC
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
Importance of Specialized Tax Planning Advice
Many taxpayers miss potential tax benefits and pay much more than they need to. 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! We want to help your investment strategies and “fun money” see a marked increase by properly managing your funds 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. Our goal, through proactive planning by tax professionals, is to significantly boost how much money you will have in retirement. We think this advice is best given by a professional who understands the tax code AND who can give you investment advice.
TRUST: 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!
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 help 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 help 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.
Mon-Fri: 9-5 | Evenings by Appointment | Saturdays by Appointment Only
Extended Hours 9AM - 8PM February, March & April