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APEX Tax and Small Business Advisors

Barbara Mendez

APEX Tax and Small Business Advisorshttps://www.apex1040.com

Services

TAX PREPARATION

DROP OFF or ONLINE PORTAL + IN-PERSON Follow-Up Appointment to Sign & Review (Discounted) TAX PREPARATION

1 hr··Free

DROP-OFF or ONLINE CLIENT PORTAL + VIRTUAL/ZOOM Appointment Follow-Up Appointment to Sign & Review - TAX PREPARATION

1 hr··Free

DROP OFF or PORTAL - NO Follow Up Appointment - Review & Sign Online - TAX PREPARATION

1 hr··Free

Perfect for busy clients who do not want to come into the office for the tax preparation process. Drop off documents or upload to our SECURE online client portal. Tax preparation is completed, you review online, you e-sign online, online messenger is utilized to review questions/clarifications and to go over tax planning tips for current tax year if desired. A PDF version of documents and tax returns will be saved in your online client portal). Perfect for prior-year clients with little to no changes in tax situation from prior years.

PORTAL e-Sign + VIRTUAL TAX PREP APPOINTMENT

1 hr··Free

PORTAL + IN-PERSON Appointment TAX PREPARATION (additional $49.00 fee applies)

1 hr··Free

PORTAL e-SIGN|NO FOLLOW UP TAX PREP APPOINTMENT

1 hr··Free

Utilizing our online CLIENT PORTAL, tax preparation is completed, you review online, you e-sign online, online messenger is utilized to review questions/clarifications and to go over tax planning tips for current tax year if desired. A PDF version of documents and tax returns will be saved in your online client portal. Perfect for prior-year clients with little to no changes in tax situation from prior years.

15-30 MIN | Office Visit to Sign Documents

30 mins··Free

ITIN Application & Tax Return ($379 Deposit Required)

1 hr 30 mins··$379

BUSINESS CONSULTATIONS

EXISTING Clients ONLY | Consultation or QUARTERLY Meeting

1 hr 30 mins··Free

NEW CLIENT Consultation | $289 Deposit Required

1 hr··$289

Audit & Correspondence

IRS/State Audit Consultation

1 hr 30 mins··$279

Due to increased No-Show/No-Call Appointments, Fee must be paid up front OR use our DROP-OFF services or SECURE FILE PRO (SFP) online portal. You can Drop-Off documents anytime during office hours or mail/UPS them to our office. You can scan and upload your documents into our SFP portal. We can send you a link to set up your own private login and password so you have easy access to the portal anytime day or night. SECURE FILE PRO is our PREFERED method of receiving your confidential documents. We cannot guarantee timely, secure receipt of documents you send through any other method

Tax Preparation (Prior Years) IRS/State Correspondence or Offer-in-Compromise

1 hr 30 mins··$50

Other

ZOOM or Phone Consultation $50 DEPOSIT REQUIRED AT BOOKING

30 mins··$50

Concierge Door-to-Door Pickup & Delivery

30 mins··$20

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5.0

(147) 147 reviews

7337 W Jefferson Blvd SUITE 125 Fort Wayne, Indiana 46804