Apex Tax And Small Business Advisors

TAX PREPARATION

CONSULTATION | New or Existing Clients | 20 Minute VIRTUAL Consultation

20 mins$89

This appointment block is ONLY FOR: Quick Introductions and Pre-Onboarding for New or Current Clients that need 20 minutes or less. This is a TIMED ZOOM Call that WILL cut off at the 20-minute mark! If you need more than 20 minutes please book the Consultation Appointment. There are no "Quick" questions in highly regulated industries like Tax & Business Ownership, we generally cannot answer these questions via unplanned text messages or emails without a proper review of facts.

Anything above 30 minutes requires a Consultation Appointment
Existing Clients are NOT required to pay deposits!

TAX PREPARATION - IN-PERSON Appointment

1 hr$349

At the conclusion of your appointment, you will receive a hard copy of your return in a professional dated folder with all of your originals AND a PDF Version of your completed tax return stored in your Online Client Portal along with your entire tax history with our firm so you can access anytime, anyplace, 24/7 as long as you remain an APEX client! *Appointments running over 30 minutes or needing an additional follow-up appointment will incur additional fees during tax season | Invoice must be PAID PRIOR TO APPOINTMENT! TAX RETURN(S) CANNOT BE SIGNED OR EFILED UNTIL INVOICE IS PAID IN FULL. INCLUDES Protection Plus Audit Assistance Insurance AND Identity Theft Assistance membership coverage AT NO ADDITIONAL CHARGE TO YOU! (Most firms DO NOT offer this insurance coverage or they charge you an additional $89 or higher a-la-carte pricing for this coverage!) | Prices STARTING AT $349 (Business returns, Rentals, Stock 1099-B, and other complicated returns are additional). **Discounts for Dependents of Clients and Short Form Returns with W2 income only start at $109 each. ***Loyal Client Discounts Available for 5+ Year Tenure Clients! Ask your preparer for pricing details!

ITIN APPLICATION (W7)+ TAX PREPARATION | $379 Deposit Required

1 hr 30 mins$379

TAX PREPARATION - VIRTUAL/DROP-OFF OR PORTAL APPOINTMENT - Up to 60 Minutes

1 hr$289

PLEASE upload ALL documents to your Online Client Portal OR Drop-Off at office during posted business hours 3-4 days PRIOR to appointment.
If you prefer an IN-PERSON appointment (60 minutes) you may ADD-ON for an additional $100.
If you prefer a 30-minute in person or Virtual follow-up, you may also select an ADD-ON option for $50 or $25.
Short Form $149-$179
1040 Long Form - with NO: Dependents, Sch C, Sch D, Sch E $259-$359
1040 Long Form $379 - $489+
VIP Tenured discounts available - Ask Your Preparer for details!

BUSINESS CONSULTATIONS

CONSULTATION | Tax Planning Consultation - In Person Office Appointment (up to 90 minutes)

1 hr 30 mins$489

CONSULTATION | New or Existing Clients | Tax Planning - Virtual Business Planning Consultation - Up to 90 Minutes

1 hr 30 mins$289

NOTE: Existing Clients are NOT required to pay deposits, but will be required to pay consultation invoice in full during the meeting. NEW Clients are required to pay in full until a relationship is established.

IN PERSON Appoiintments are additional $100 (unless you are a 5+ year tenured client or receive a waiver from your tax professional)

Unlike basic tax preparation, this session maps out strategies for upcoming year(s). Review your financial situation (salaries, investments, business earnings), explore legal ways to lower tax bills, identify potential tax write offs, credits, capital gains, withholding adjustments, life changes (marriage, children, college, retirement, home ownership, etc) and decide if you would benefit from a full-scale tax planning package, potential financial planning and potential succession or estate planning.

LIMITED AVAILABILITY DURING TAX SEASON (JANUARY - APRIL) Unless we cover topics during your tax preparation appointment. Please be prepared to send topics for discussion PRIOR to your appointment!

*There is NO CHARGE AND NO DEPOSIT REQUIRED for Bookkeeping Clients with a signed annual contract - These consultations are part of your paid services. You may select an IN-OFFICE or VIRTUAL Online Appointment

CONSULTATION | New or Existing Clients | 20 Minute VIRTUAL Consultation

20 mins$89

This appointment block is ONLY FOR: Quick Introductions and Pre-Onboarding for New or Current Clients that need 20 minutes or less. This is a TIMED ZOOM Call that WILL cut off at the 20-minute mark! If you need more than 20 minutes please book the Consultation Appointment. There are no "Quick" questions in highly regulated industries like Tax & Business Ownership, we generally cannot answer these questions via unplanned text messages or emails without a proper review of facts.

Anything above 30 minutes requires a Consultation Appointment
Existing Clients are NOT required to pay deposits!

Bookkeeping & Payroll

CONSULTATION | New or Existing Clients | Tax Planning - Virtual Business Planning Consultation - Up to 90 Minutes

1 hr 30 mins$289

NOTE: Existing Clients are NOT required to pay deposits, but will be required to pay consultation invoice in full during the meeting. NEW Clients are required to pay in full until a relationship is established.

IN PERSON Appoiintments are additional $100 (unless you are a 5+ year tenured client or receive a waiver from your tax professional)

Unlike basic tax preparation, this session maps out strategies for upcoming year(s). Review your financial situation (salaries, investments, business earnings), explore legal ways to lower tax bills, identify potential tax write offs, credits, capital gains, withholding adjustments, life changes (marriage, children, college, retirement, home ownership, etc) and decide if you would benefit from a full-scale tax planning package, potential financial planning and potential succession or estate planning.

LIMITED AVAILABILITY DURING TAX SEASON (JANUARY - APRIL) Unless we cover topics during your tax preparation appointment. Please be prepared to send topics for discussion PRIOR to your appointment!

*There is NO CHARGE AND NO DEPOSIT REQUIRED for Bookkeeping Clients with a signed annual contract - These consultations are part of your paid services. You may select an IN-OFFICE or VIRTUAL Online Appointment

CONSULTATION | New or Existing Clients | 20 Minute VIRTUAL Consultation

20 mins$89

This appointment block is ONLY FOR: Quick Introductions and Pre-Onboarding for New or Current Clients that need 20 minutes or less. This is a TIMED ZOOM Call that WILL cut off at the 20-minute mark! If you need more than 20 minutes please book the Consultation Appointment. There are no "Quick" questions in highly regulated industries like Tax & Business Ownership, we generally cannot answer these questions via unplanned text messages or emails without a proper review of facts.

Anything above 30 minutes requires a Consultation Appointment
Existing Clients are NOT required to pay deposits!

REMINDER** Event Scheduled

15-30 MIN | Office Visit to Sign Documents OR Drop-Off documents

30 minsFree

Other

Concierge Door-to-Door Pickup & Delivery | $25.00 Courier Fee

30 mins$25

Select a service

Barbara Mendez

TAX PREPARATION

CONSULTATION | New or Existing Clients | 20 Minute VIRTUAL Consultation

TAX PREPARATION - IN-PERSON Appointment

ITIN APPLICATION (W7)+ TAX PREPARATION | $379 Deposit Required

TAX PREPARATION - VIRTUAL/DROP-OFF OR PORTAL APPOINTMENT - Up to 60 Minutes

BUSINESS CONSULTATIONS

CONSULTATION | Tax Planning Consultation - In Person Office Appointment (up to 90 minutes)

CONSULTATION | New or Existing Clients | Tax Planning - Virtual Business Planning Consultation - Up to 90 Minutes

CONSULTATION | New or Existing Clients | 20 Minute VIRTUAL Consultation

Bookkeeping & Payroll

CONSULTATION | New or Existing Clients | Tax Planning - Virtual Business Planning Consultation - Up to 90 Minutes

CONSULTATION | New or Existing Clients | 20 Minute VIRTUAL Consultation

REMINDER** Event Scheduled

15-30 MIN | Office Visit to Sign Documents OR Drop-Off documents

Other

Concierge Door-to-Door Pickup & Delivery | $25.00 Courier Fee

Apex Tax And Small Business Advisors