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.

I just started using Patti and can say that I feel very fortunate with finding her. She has…read moreassisted me greatly with understanding the in's and outs of my new business as far as taxes and such go. I dont know where I would be without her and I look forward to a long business relationship with her.

From the owner: Small Business and Individual Tax Advice and Preparation. My comprehensive online portal makes it…read moreeasy to exchange documents and progress with the completion of the Tax returns. Unable to accept new clients.

I reached out to Curtis towards the end of last year after I was referred to him by someone I know…read more I explained to him what I needed for a non profit company I'm a volunteer for. He agreed he could do the work and we entered into an agreement mid December. He gave me a list of things he needed from us. The treasurer and I kept him updated on our progress on the things he'd asked for. By mid February we had everything ready for him that he'd requested. He said he'd get to work on our project. By mid March I reached out to him and he said that he wouldn't be able to really work on it until after tax season (end of April) ok no problem. We run fiscal year and not calendar year so that's fine. Beginning of May I reached out to him and he said he'd start working on it the following. Week. Ok. End of May I reached out again and he said he'd been swamped with the tax season but would start the following week. First week of June the treasurer reached out to him to see how things were going and we were told that he was getting started that week and everything would be completed and wrapped up by the end of of June 6/30. Well you can see what the date is and the rating. He didn't ever even start our project despite promising 6 different times he'd start working on it next week. The 6th time I told him no I was terminating our agreement and we'd be going another direction. I can't honestly speak for how he does as a cpa seeing as he didn't do the things he promised. Save yourself the headache and money and just look elsewhere.

My wife and I have a convoluted difficult return. We recently got married and brought in 3…read morebusinesses, 4 rental properties and 2 primary homes in 2 different states. Curtis was unbelievably easy to work with and a true professional at his craft. We've never met him in person but just in talking with him, he not only explains the taxes well but is also a good person. He is a very patient person. A big thank you to Curtis and all he does! Guy & Debbie

Kyle was very responsive, informed, and helpful in assisting me with my IRS tax case!read more

Used Kyle from 2017-2024 for our tax returns. Nice guy, but if your tax situation is more complex…read morethan a simple W2, look elsewhere. His returns consistently required multiple corrections due to obvious oversights. We had to review everything very carefully before filing. For basic taxes, this was manageable. The relationship ended when we needed help with a business EV tax credit issue. There were numerous details showing Kyle wasn't paying attention and was filing forms blindly without any investigation. His amendments kept getting rejected by the IRS. When I offered to give him power of attorney so he could properly investigate our specific case with the IRS, he refused, saying that wasn't part of his job. His final correspondence was offering to help write an appeal draft to the IRS without providing any details on how he would actually solve the underlying issue or do any due diligence. I'm saving the inner details as they would take too much time to explain, but after months of no progress, we hired another professional who diagnosed the root cause within days. Bottom line: Kyle doesn't do due diligence. Fine for straightforward W2 returns if you're willing to double-check his work. Not recommended for anything requiring investigation or problem-solving.​​​​​​​​​​​​​​​​ -------------- Update in response to business owner: Kyle claims several things are "misstated" but here are the facts for anyone reading: Regarding purchase structure: Form 15400 from Tesla clearly listed the business name and EIN. I sent Kyle an email explicitly stating the vehicle was purchased for the business. Kyle ignored both the form and my email. When the IRS first rejected our filing, I sent Kyle a screenshot proving I had told him it was purchased under the business name. At that point, Kyle tried to charge me an additional $500 for an amendment, claiming I had "never told him" it was for the business - despite having documentary proof that I had. Regarding "clear path to remedy": Kyle provided no actual solution. He repeatedly blamed Tesla for incorrect filing. Tesla then reviewed Kyle's tax forms and identified multiple errors KYLE had made, providing corrections. Kyle was simply deflecting his own mistakes onto Tesla. He also falsely claimed he had "the exact same problem with other clients." Regarding timeline and IRS processing: The delays were caused entirely by Kyle's errors, not IRS processing. Even after being told he made mistakes, Kyle entered my personal SSN instead of the business EIN on amendment forms. We discovered many other reporting errors after the second IRS rejection. The timeline was driven by Kyle repeatedly filing incorrect forms, not by IRS processing delays. These are facts, not misstatements.​​​​​​​​​​​​​​​​

Excellent service from Sumeet! Was able to do everything online, completely solved my IRS issue,…read morevery happy with the service I received. She is very helpful and responds quickly.

Sumeet was very personable and professional all at the same time. She handled my case with…read moreexpertise and I would highly recommend her.

Amy and staff are amazing, kind, trustworthy and who you want to use. Totally recommend for their…read moreprofessionalism and attention to detail.

From the owner: Legal Services to include: Land Use: Developers…read moreLand Use: Property Owners Code Enforcement Home Occupation & Small Business Contracts Estate Planning Wills

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 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!

We have had Schram do our taxes, both personal and business, for a number of years. This year, they…read moretold us that the person who usually does our taxes was not available. It took quite some time for the very rude receptionist to tell us that she no longer worked there. We were assured that the new person would take care of things, just like always. Except, we could never get ahold of her and we couldn't schedule a meeting until after tax day. When we finally got to meet her, she had no idea why we were there, and was not at all familiar with our return. We will be taking our business elsewhere.

Our tax preparer retired and sent his clients to Schram and Associates…read more We had them prepare our taxes for 2 years. The second year for the same amount of billable hours they increased their tax prep fee 145%, which was very concerning for us. We asked for a review and that they would please find a way to lessen the fee. Their response was basically "no", " Your increased fee is not due to increased billable hours; it is due to correctly charging for the hours incurred by our firm". Also, after filing an extension for us, we had our information to them by early June and it took until early September for them to prepare our taxes. We checked in with them multiple times to check in on the progress of our return. We would not recommend them based on the price and their lack of expediency.

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.