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APEX Tax and Small Business Advisors

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.

PORTAL e-SIGN|NO FOLLOW UP TAX PREP APPOINTMENT

Drop off tax documents or upload to our SECURE Online Client Portal!  Tax preparation is completed, you review online, you e-sign online, and a follow-up ZOOM or Phone conference appointment is scheduled so we can review the return and go over questions or tax planning tips for current tax year.  A PDF version of documents and tax returns will be saved in your online client portal.

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

ITIN application and required tax return to be submitted with required documentation and sent via Signature Guarantee Delivery to IRS

ITIN Application & Tax Return ($379 Deposit Required)

Utilizing our Online CLIENT PORTAL you can upload all tax and personal documents, utilize the online messenger to communicate questions/clarifications.  Follow up appointment via ZOOM or phone conference to review the return and go over questions or tax planning tips for current tax year.  PDF version of documents and tax returns will be saved in your online client portal.

PORTAL e-Sign + VIRTUAL TAX PREP APPOINTMENT

All tax documents must be provided at least 48 hours PRIOR to the IN-PERSON OFFICE appointment.  (Perfect for new clients or clients who would like a more-in depth consultation with an opportunity to review, ask questions and plan tax strategies for the next tax year. Also good for complicated tax situations that need to be reviewed).

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

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.

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

Existing or Prior APEX clients are NOT required to pay appointment deposits.  Due to excessive Missed/No-Show Appointments, NEW clients must use the NEW CLIENT TAX PREP Appointment and pay a deposit (credit will be applied to final invoice).  If they are a NEW CLIENT - THEY MUST BOOK NEW CLIENT APPOINTMENT AND PAY APPT Deposit FEE

EXISTING Clients ONLY | Consultation or QUARTERLY Meeting

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

IRS/State Audit Consultation

All tax documents must be provided at least 48 hours PRIOR to the IN-PERSON OFFICE appointment.  Perfect for new clients or clients who would like a more-in depth consultation with an opportunity to review, ask questions and plan tax strategies for the next tax year.  Also good for complicated tax situations that need to be reviewed.

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

Missed Appointment Fees can be avoided by using our DROP-OFF services or Online Client 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.

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

$25 DEPOSIT REQIRED AT BOOKING Due to increased numbers of No-Show Appointments.  Social Distancing, working with clients across state lines, whatever the reason we cannot sit face-to-face, this is the perfect option!  No charge for current tax, bookkeeping, and payroll clients (15-30 minutes at no charge, anything above 30 minutes requires a Consultation Appointment)

ZOOM or Phone Consultation $50 DEPOSIT REQUIRED AT BOOKING

From your front door to ours and back.  We will pick up and/or deliver your tax and/or accounting documents

Concierge Door-to-Door Pickup & Delivery

Your return has been completed and now needs a quick trip into the office to sign documents and pick up your client copies.

15-30 MIN | Office Visit to Sign Documents

Due to excessive Missed/No-Show Appointments, NEW clients must use the NEW CLIENT Appointment and pay a deposit (credit will be applied to final invoice for other services rendered, if purchased during or after the consultation).

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APEX Tax and Small Business Advisors

APEX Tax and Small Business Advisors