Bookkeeping & Tax Services in Apex, NC

Tax & Accounting for Individuals or Small Business

Are your books out of order and you do not know where you stand financially? For over 20 years, Apex Taxes has been providing accounting and tax services for clients. My firm is certified on QuickBooks Online (QBO) and QuickBooks Desktop (QBD) accounting and a Certified Pro Advisor. I am  also familiar with several other accounting packages and is a certified tax preparer.

My services include the following:

Clean Up Assistance

Clean Up of your Books and records to bring them current. I will ensure that they are accurate for peace of mind with filing taxes, managing your books and applying for loans.

Full Service Bookkeeping

All aspects of bookkeeping from recording financial transactions, maintaining accurate ledgers, and preparing financial reports will be handled to ensure precise and efficient financial management. 

Advisory Services

I provide Advisory Services for small and medium businesses and provide actionable insights that lead to better decision making and successful outcomes.

Tax Preparation – Federal and State

Tax preparation includes tax planning, tax preparation and ensures compliance with IRS regulations. We are also available to review your records and help get you ready to file taxes.  There are several issues such as back taxes, innocent spouse relief and payroll taxes owed, etc. I will be able to help you resolve any of these issues and offer representation before the IRS or other tax authorities.

Yearly Tax Planning

Effective tax preparation and planning can help you minimize any future tax liability. I am constantly identifying new ways to reduce your federal, state, or local tax liabilities.

If you would rather spend your time in growing your business instead of figuring out your bank statement, call me today for an appointment to discuss how my services will work for your business.