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APEX Tax and Small Business Advisors

Perfect for those clients with busy schedules, juggling children, work, and other activities, prior clients with minimal changes to their tax situation, or clients who may live too far away from our office:  You can upload your documents to our secure, online client portal. We prepare your tax return(s) so you can review and sign online, all from the comfort of your own home or office!  Missing document requests, Tasks, Questions and Communications can all be utilized in the client portal for convenience and privacy!  
A PDF Version of your completed tax return will be stored in your 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! 
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 $229 (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

TAX PREPARATION - FULL SERVICE - ONLINE CLIENT PORTAL - NO Appointment Needed *BEST Pricing Starting at $229

Perfect for busy clients or prior clients with little to no changes in tax situation from prior years.  Drop off documents to our office during posted business hours (or drop in our door’s mail slot, Suite #125), We SCAN and upload documents to your Online Client Portal. Once Tax preparation is completed you come back to the office so we can review the return with you in person.  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-giving you access anytime, anyplace, 24/7 as long as you remain an APEX client!  *Appointments running over 30 minutes or needing additional appointments 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 Insurance AND Identity Theft Assistance AT NO ADDITIONAL CHARGE TO YOU! (Most firms DO NOT offer this coverage or they charge additional $89 or higher fees for this coverage!)  | Prices STARTING AT  $289 (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!

TAX PREPARATION - HYBRID - DROP OFF + IN-PERSON or PHONE FOLLOW UP Appointment | Starting at $289

Perfect for busy clients who do not want to come into the office for the tax preparation process and prior clients with little to no changes in tax situation from prior years.  Drop off documents to our office during posted business hours (or drop in our door’s mail slot, Suite #125), We SCAN and upload documents to your Online Client Portal. After Tax preparation is completed we review the return with you Virtually via Google Meet or zoom so you can ask questions, understand your tax return, and make adjustments for the upcoming year if needed.  A PDF Version of your completed tax return will be stored in your portal along with your entire tax history with our firm-giving you access anytime, anyplace, 24/7 as long as you remain an APEX Client!  Appointments running over 30 minutes or needing additional follow-up appointments 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 Insurance AND Identity Theft Assistance AT NO ADDITIONAL CHARGE TO YOU! (Most firms DO NOT offer this coverage or they charge additional $89 or higher fees for this coverage!) | Prices STARTING AT  $279 (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 $99 each.  ***Loyal Client Discounts Available for 5+ Year Tenure Clients!

TAX PREPARATION - HYBRID - DROP OFF + 30 Minute VIRTUAL Follow Up Appointment (Google Meet or Zoom) | Starting at $279

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

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

Appointment consultations for CURRENT Tax Clients or Business Clients to review Quarterly or Annual topics.  Existing Clients are NOT required to pay deposits.

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 | Quarterly Client Consultations | EXISTING Clients ONLY

In a hurry?  Perfect for new clients and prior clients with little to no changes in tax situation from prior years.  You can UPLOAD your documents to our secure, online client portal. We prepare your tax return(s) prior to your office appointment so we can review, discuss any questions, and obtain signatures during your meeting. 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  $289 (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!

TAX PREPARATION - HYBRID - ONLINE CLIENT PORTAL + IN-PERSON or PHONE FOLLOW UP Appointment | Starting at $289

Perfect for busy clients who do not want to come into the office for the tax preparation process and prior clients with little to no changes in tax situation from prior years.  Drop off documents to our office during posted business hours (or drop in our door’s mail slot, Suite #125), We SCAN and upload documents to your Online Client Portal. Once Tax preparation is completed you can review the return and complete the e-signatures online, all from the comfort of your own home or office!  Missing document requests, Tasks, Questions and communications can all be utilized in the client portal for convenience and privacy!  A PDF Version of your completed tax return will be stored in your 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!  TAX RETURN(S) CANNOT BE SIGNED OR EFILED UNTIL INVOICE IS PAID IN FULL.  * INCLUDES Protection Plus Audit Insurance AND Identity Theft Assistance AT NO ADDITIONAL CHARGE TO YOU! (Most firms DO NOT offer this coverage or they charge additional $89 or higher fees for this coverage!)  | Prices STARTING AT  $249 (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!

TAX PREPARATION - FULL SERVICE DROP OFF - NO Appointment Needed - Client will Review & Sign Online *Starting at $249

Perfect for new clients and prior clients with little to no changes in tax situation from prior years.   You can UPLOAD your documents to our secure, online client portal. We prepare your tax return(s) so you can review and sign online during our Online Virtual meeting, all from the comfort of your own home or office!  Missing document requests, Tasks, Questions and Communications can all be utilized in the client portal for convenience and privacy!  A PDF Version of your completed tax return will be stored in your 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 fees for this coverage!) | Prices STARTING AT  $259 (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!

TAX PREPARATION - HYBRID - ONLINE CLIENT PORTAL + 30 Minute VIRTUAL Follow Up Appointment (Google Meet or Zoom) | Starting at $259

Due to excessive Missed/No-Show Appointments, NEW clients must use the NEW CLIENT CONSULTATION - And pay up-front.  If you hire us for bookkeeping, payroll, or new business set-up or maintenance services, your payment will be credited to service invoice!  LIMITED APPOINTMENT AVAILABILITY DURING TAX SEASON (JANUARY - APRIL).  TEXT our Receptionist at 260-215-4413 to inquire about additional availability or last minute cancellation openings.

CONSULTATION | NEW CLIENT | 90-Minute IN-PERSON | $289 Deposit Required

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

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

$89 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!

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

CONSULTATION | NEW CLIENT | 30 Minute ZOOM, Google-Meet or Phone Consultation | $89 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 | $25.00 Courier Fee

If you need to quickly stop in to sign documents and pick up your hard copies.  Ask for Receptionist when you stop in and they will get your files ready for you!

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APEX Tax and Small Business Advisors

APEX Tax and Small Business Advisors