Tax & Accounting Services

Accounting Services – Monthly Bookkeeping – QuickBooks Online

Apex Taxes, focuses on your individual needs and offers a full range of professional services. Our firm is certified on QuickBooks Online (QBO) and Quickbooks Desktop accounting (QBD). We provide both a cleanup service and a monthly accounting service.

  • Cleanup Service – brings your financial reporting current and includes reconciliations for prior months from the year of your last tax return.
  • Monthly Bookkeeping Service – provides monthly reconciliations for all of your bank and credit card accounts. Financial Statements are an important tool for management decision making.  Financial statements also provide financial reporting to lenders, partners, potential buyers and other interested parties.  We work closely with your staff to provide accurate and timely financial statements.

Tax Services

Tax preparation includes tax planning, tax preparation and ensures compliance with IRS regulations. We are available throughout the year to review your records & help you get ready to file taxes.

  • Individuals – Apex Taxes,  provides tax preparation for individuals or small business owners.  For small business owners, we work in conjunction with your business to ensure that your individual tax needs are also being met.
  • Small businesses – Business entities include Sole proprietorship, LLC , LLP, partnerships, corporation, etc. Our experience covers all of these businesses listed above having worked in several different businesses such as Property Management, Point of Sale businesses, Restaurants, Medical and Dental Practices, Car Repair Service, etc.
  • Tax Planning – Effective tax preparation and planning can help you to minimize any future tax liability. We are constantly identifying new ways to reduce your federal, state, or local tax liabilities.
  • Tax Representation – Audits are very daunting and can be a complex process. If you or your company is facing an audit we can represent you when dealing with the IRS or other tax authorities.  Our many years of experience will be helpful in dealing with the audit and any other tax matters.
  • Tax Resolutions Services – There are several issues such as back taxes owed, innocent spouse relief and payroll taxes owed, etc. Our tax expert will be able to help you resolve any of these issues and offer representation before the IRS or other tax authorities.