Apex Tax and Advisory is a boutique tax and accounting firm focused on small and medium-sized businesses clients. Our team of experienced and trusted advisors provide a comprehensive suite of services to elevate your business.
TRUSTED BY 2,500+ CLIENTS ACROSS ALL 50 U.S. STATES
FOCUSED ON SMALL AND MEDIUM-SIZED BUSINESS
Discover why Apex Tax & Advisory is the right choice for your business
Whether you are starting, building, buying, expanding, or preparing to sell your business, let the Apex Tax & Advisory team be your guide. Our team is committed to empowering small and medium-sized businesses nationwide.
Future Focused
The future of business is here. Building on technology, we guide you in evaluating your business and enhancing and adjusting your business strategies to foster growth.
Actionable Insights
We evaluate your business and data to create and suggest strategies that will unleash the power of your business. Our recommendations are practical and innovative.
Exceptional Service
As entrepreneurs ourselves, we thrive on collaborating with clients who share our passion for entrepreneurship, family, and achieving financial independence. We strive to provide exceptional outcomes for our valued clients.
OUR SERVICES
Elevate your business with our high-impact services.
Tax Advisory and Compliance
Apex Tax Advisors prioritize understanding our clients' complete tax footprint. Our dedicated team assists both businesses and their owners in evaluating the consequences of their business choices and formulating a comprehensive tax strategy.
Accounting & Bookkeeping
Let our team of Apex bookkeeping professionals handle your accounting and bookkeeping needs. We are dedicated to delivering timely, accurate, and actionable reports to our valued clients.
Transaction Advisory
When it comes to buying or selling a business, the process can be complex and demanding. The team of Apex deal professionals recognize that no two deals are identical and that success is measured by the objectives of the parties . We are here to guide you through the transaction, providing support every step of the way, and bringing the sense of urgency to help you achieve your objectives.
Business Consulting
Trying to reach your business goals can be challenging and frustrating at times. The Apex Team can help you assess and transform your business to drive profitable growth, help manage risk, or navigate other challenges, changes and opportunities by developing and implementing a business strategy.
FOR ALL USE CASES
Our service offerings are tailored to the size of your company.
Solo Entrepreneurs
Our experience in bookkeeping, tax compliance, and tax planning delivers value to individuals, families, and professionals.
Startups & Small Business
We focus on the complete business picture for our small and mid-size business clients by offering outsourced bookkeeping solutions, tax advisory, and entity formation and structuring advice.
Mid-size and Corporate
We leverage our broad range of service offerings to customize an accounting and tax advisory solution tailored to the business' complex, multi-entity, and multi-state needs.
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