Work with us
what does it mean to work with Apex virtual accounting?
You need a resource to make sure that the "number" side of your business is accessible and easy to understand. Our job is to make sure you have access to your financial data, including cash flow and tax planning, so that you can make optimal decisions. Our goal is to help you make sense of your unique situation, wherever you may find yourself in the process.
Tax services
Our tax services include the filing of your personal and business income tax returns. We enjoy keeping up with clients throughout the year so that we can take proactive steps in your tax planning. Our services include at least one planning session to make sure you are hitting your financial goals. However, we often find it advantageous to schedule additional planning sessions as needed.
We provide a holistic approach to tax planning and preparation. If you are tired of working with a CPA who does not provide proactive advice, please talk to us. You deserve to be informed and involved in helping to build your financial plan in partnership with your CPA. We value our relationship with you and believe you will find a lot of value in working with us.
consultation - hourly rates apply
We offer a free 30 minute initial call in order to understand your needs and how we can help you.
After your free 30 minute initial call, you can set up a consultation with us. This is helpful when you’re dealing with things such as purchasing or selling property, considering the tax implication of entity structures, selling of businesses, etc. We often find that business decisions are made before understanding the tax implications - this is where a consultation can come in handy.