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Alan L Gray PS CPA

4.5 (2 reviews)

Services - Alan L Gray PS CPA

Accountants

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15 years ago

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14 years ago

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Apex Tax & Financial Solutions

Apex Tax & Financial Solutions

(6 reviews)

I've been doing my own taxes for over 30 years. It's a pretty comprehensive return with lots of…read moreschedules, and I've been doing fine with it until my son started working last year, we started contributing to an IRA and 401k for him, college, etc. For the first time in 30+ years, there was a "new thing" to account for. Due to a forced 401k distribution/rollover/tax withholding, etc, I was a little unsure about how to handle it. I had an idea through research on the internet (and multiple LLM conversations), but I wanted to talk to a CPA or Tax person to confirm. I sent out a bunch of requests on Yelp to get quotes for a conversation that I estimated would take no more than 15-30 minutes just to make sure my understanding is correct. I got a bunch of replies ranging from $100-$385. Somebody even said I needed to complete an engagement letter to have the conversation! APEX sent me a message telling me how to address my tax issue with filings and what my expected outcome should be depending on whether or not my son owes taxes. He literally said, "You should be able to use Turbo tax to handle...if you have trouble use their support or take it to H&R Block...You don't need a CPA..." No quote. Just good and clear advice on what to do. I currently do not need any other accounting/tax assistance, but if I did, I would go to Apex -- not because they are "any more right" than any other CPA firm, but because they clearly value *YOUR* time and money -- not just theirs. I like to do business with good human beings who, to some degree, treat business like it's part of a community and not just a capitalist market. Recognizing that my need "wasn't a big deal" for their level of expertise and taking a few minutes to type out a solution with no request for compensation speaks more volumes about the business than people who have paid for the service, in my mind. If they can be this complete in answers for a person who isn't paying them a dime during the time of year when they are most busy and can treat this period like a "cash cow" and bill for every minute, then how complete, thorough and diligent do you think they will be for a paying client? At some point, I want to do more real estate investing -- I read in other reviews that Apex also has experience in this space. I will call upon them for sure if I ever need assistance. If you need financial solutions assistance, I highly recommend that you give Apex Tax and Financial Solutions a shot at your business.

I'm still in the initial stages of working with Apex, but I'm extermely impressed with Alvin and…read morethe information and service I've received so far. He has been helpful and I like that he is not just a "tax service" but also can help us in planning our financial future. His personal touch is a breath of fresh air. I look forward to continuing our relationship for many years.

ABT Solutions

ABT Solutions

(6 reviews)

Meeting Jeffrey or having him become available to help my small business couldn't have come at a…read morebetter time. I had been trying to correct some DOR issues myself, which quickly became overwhelming. Jeff understood my difficulties and was able to describe what was needed to complete the process through the DOR website. After working hard, Jeff was able to connect with my vendors and the DOR representative to resolve and make amendments for the "3 years of sales tax reconciliation." The attention paid, communication, and valve of Jeff's work is very appropriate. I will recommend him to other business owners and personal accounts as well if necessary..

Jeff is amazing! He did an awesome job helping me catch up on 3 years' worth of taxes, saving me a…read morelot of time, money, and stress. He provided personalized attention by responding to text messages right away, taking time to explain what's needed and why. He makes it easy to tranfer information because he accepts comms through any channel- whether it be email, hard copy, or text. He'll even pick up/drop off hard copies at your location. Jeff was very patient with me and was vital in encouraging me to get the paperwork I needed. Working on 3 years' worth of taxes and getting the information to Jeff parts at a time could have been a disaster. But with Jeff's organization and support, it was smoothe. I've recommended him to colleages and will continue to recommend him.

Alan L Gray PS CPA - accountants - Updated May 2026

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