We have been clients of Alvin and the Apex Tax team for years now. Happily and loyal (I've also…read morerecommended many, many happy and repeat clients). Alvin is highly knowledgeable in all-things-tax related, as well as real estate investing. The expertise in both is highly beneficial. In addition to being knowledgeable and professional, Apex Tax is more like family, or a really close friend. It's not just about the end of year "give me your documents and sign here"; they will engage with you through the year, addressing questions and issues as they arise. Great customer service and, more importantly, a very dedicated and personal team. I've had the opportunity to work with other, larger firms but have stayed with Apex Tax and will continue to do so for the long term.

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.

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.

I got a call back immediately and my questions were answered. The team at Square Up are…read moreknowledgeable and down to earth. Very easy to deal with. Definitely recommend

Terrible service - I contacted them via Yelp (and then email), asking for a quote for an HOA (a…read morenon-profit that files a 1120-H). They first insisted I upload my driver's license and last two years of return first before providing a quote through some secure portal, and until I did so they wouldn't answer questions or provide a rate. AFTER I provide that information, and they take the PII, they then reach out to tell me that they do not file 1120-H. If that's all they needed to tell me and that they cannot do HOA's tax returns; why do they insist on gathering PII first?

Very honest, friendly and reliable CPA. We're retired She prepared our tax filing this year and she…read moredeliver on time very dependable best we ever had. We recommend her highly.

After reading Sumeet's Yelp reviews, I had such high hopes. Unfortunately, she has trouble…read moreresponding to prospective clients. My fiancé called and left a voicemail message, which she did not respond to. He called the next day, and she answered and said that she thought she had returned all of her calls. She told him that the best way to reach her was via email. So he conferred with me about scheduling an appointment with her, and then sent her an email. Here we are four days later, and nothing. So frustrating!

The business was very up to code and clean. The service was excellent, fast and appropriate Nancy…read morewas cheerful and extremely helpful. It seemed like she really cared and knows her stuff! Thanks Xpress Tax Services.

Highly recommended Nancy is Amazing ‼She is fast and really good at what she does Really welcoming…read moreand friendly too

I met with Randy to discuss the possibility of using his CPA firm for my personal and business…read morereturns. He didn't want to do business with me, and that's why I'm making this review. This guy knows who is clients are and should be, and my business wasn't a fit. And that's fucking awesome that he should be so forthright. I love that! My business is incredibly simple. I just don't need the services that many businesses do, and Randy would rather work with clients who need more than simply their taxes done. So thank you Randy. Thank you for your time, and not wasting mine!

Took a chance by reading the reviews. Did not get the service I was expecting mostly by poor…read morecommunication. Made multiple attempts to communicate even to someone higher up but no luck. Owner never followed up as well or hard to get in touch with.

I was in need of an Accountant for my new business. I am SO glad I found BK because not only have…read morethey provided exceptional accounting and bookkeeping, they provide TAX services and advice. I've had such a good experience I'm moving all of my personal tax support to them as well! BK's extensive large and small business experience has been invaluable to me. I would not be as successful without them.

Amazing! She put my parents at ease with her knowledge! Will be brining all of our family taxes…read morehere!

I decided to venture out and get a new tax consultant. A good friend recommended me Fritz…read moreFinancial. I contacted her the same day. She was very knowledgeable and quick to get back to me. Very detailed oriented and made sure to let me know what all I needed to get my taxes done. The process was very pain free and easy. I highly recommend using her and referring her to other friend and clients.

Very helpful and reasonable pricing for services! Worked with me to reschedule when I missed my…read moreinitial appointment to make sure I could get filing in by the due date. Highly recommend!