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APEX TAX & ACCOUNTING SERVICES

TAMPA, MIAMI DADE

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‘20 Certificate of Excellence, 2020

About

Apex Advisor Group Inc
Accounting Firm In Tampa, Florida
Bookkeeping, Payroll, Tax Preparation, Credit Repair & Counseling

We here at Apex Advisor Group Inc are a team of highly qualified professionals that have over 40+ years of combined experience in the tax, accounting, insurance and financial services industry.

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Reviews (12)

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5/5

12 customer reviews

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10 February 2021

Very professional team. They go the extra mile for the customer. That’s why I give them 5 stars. I highly recommend Eddia Rosario to be your Tax Specialist .

Reviewed on Facebook

15 January 2021

Pleasant experience, the staff was welcoming, professional and made the process easy for me. Will be referring my family and friends for sure!

Reviewed on Facebook

22 September 2020

Son un equipo muy amable y conocen las leyes de impuestos. Me ayudaron a recibir mas dinero este año.

Reviewed on Facebook

1 May 2020

I’ve been doing my taxes with jen for years I wouldn’t go anywhere else, she’s the best! She’s always available always has the answers I need she’s hands down the best! She loves helping people and it shows. She’s a mommy and a wife and still has time for all her clients. She’s all around awesome! More...

Reviewed on Facebook

1 May 2020

Amazing. Quick response. Helps in all your needs and questions. Wouldn’t change for anything. Staying forever.

Reviewed on Facebook

1 May 2020

Jennifer is absolutely the BEST!!! Always available, very knowledgeable, excellent customer service!!! I just can't say anything bad about her or her service!

Reviewed on Facebook

1 May 2020

After many years of doing my taxes with someone else, I decided to switch and had my Taxes done with Jennifer this year. ... and I am really glad I made that decision! Jennifer was very thorough, answered all my questions and made the process seamless. I also love that she is constantly uploading videos with questions and answers to all the recent economic changes.It shows she makes it a point to keep not only herself but her clients up to date with things that can possibly in pact us directly. Thank you! More...

Reviewed on Facebook

31 January 2019

I have been doing my taxes with Carlos for years!!! There is nobody else I trust to do them!

Reviewed on Google Maps

29 January 2019

Good and quick service

Reviewed on Google Maps

10 January 2019

Love these guys!

Reviewed on Google Maps

3 March 2018

Carlos and his colleagues have always been very thoughtful, thorough, and expiditious when helping me and my family with our taxes. Knowing that we can count on their expertise makes the whole process less stressful.

I have and will continue to recommend them to anyone who asks!
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Reviewed on Google Maps

20 February 2018

I have been doing my taxes with them for many years and they never disappoint. They are super fast and reliable. I always make appointment and always seen on schedule which is hard to achieve during tax season lol. The staff are super friendly and available to help especially if you just need them send you copy of old return. My friends and family all due their taxes here so if your looking for place to handle your taxes and / or payroll this is place for you....One stop shop for all your needs! You won’t regret it! More...

Reviewed on Google Maps

Q&As

Accounting Done For You and Made Easy
Don’t Waste Your Valuable Time on Bookkeeping and Finances… Give Yourself Time to Do What You Do Best – Go Out and Get More Clients!
Most small business owners waste valuable time attempting to manage finances and keep up the bookkeeping and accounting end of their business when the time could be far better spent focusing on the service or the clients your business specialize in.

The successful small business owner knows to spend more time on work means generating more profit. Leave the tedious, time-consuming job of accounting and bookkeeping to the professionals!

Monthly or quarterly, depending on the size of your business and your specific needs, we will take care of the following services, which benefit your business in the following ways…

bank reconciliation…
identify lost checks, lost deposits, or unauthorized wire transfers.
detect and prevent embezzlement of funds from within your business.
track your business growth and manage your cash effectively.
protect yourself from bank errors, fraudulent checks, and other financial crimes directed toward your business.
income statements…
we will provide you with regular profit / loss statements that will help you track the operating costs of your business.
understand what areas of your business are over / under budget and identify the specific areas that need attention to keep your business profiting.
track increases in product sales or returns as a percentage of your sales.
determine your current tax liability.
balance sheets…
gives you a snapshot of the financial health of your business at any given point of time.
identify and analyze trends in receiving and payables and take prompt action to keep those trends going in a direction beneficial to your company.
balance sheets, along with income statements, are the single most important elements for reporting to potential lenders and investors.
general ledger management
we can help you set up a general ledger system, or identify problems with your current ledger system, that will allow you to eliminate discrepancies and maintain accurate records for your business.
unlimited consultations.
We can also customize our service to you by adding…

payroll management.
tax planning and preparation.
any number of a wide variety of financial services that would benefit your business.

At some point, your business will reach a point where it would benefit from the advice of a full-time Accountant or Chief Financial Officer, but you won’t quite be ready to spring for the near $100,000 price tag (plus bonuses and benefits).

We are pleased to be able to offer you the benefits of a CFO without the hefty price tag. Our part-time CFO services provide you that valuable financial advice at a fraction of the cost – a perfect bridge for this stage of your company’s growth.

With our part-time CFO services, you can expect to see…

increased ease at knowing an expert is on the team overseeing and protecting the financial side of your business
more time to focus on your business growth – developing new services, attracting new customers, and dealing with other core business issues.
an enhanced understanding of the financial side of your business, giving you the power to manage the hard and true numbers of your financial picture to obtain the best benefit for your business.
an expert to help guide you through tough business decisions and to help you clarify your business plan.
a specialist who will train and manage your accounting staff, leaving you with one less aspect of the business to absorb your valuable time.
enhanced budget preparation and monitoring.
profitability analysis per type of products and service lines your business offers.
tips and strategies for saving on taxes.
assistance in long-range planning and the development and prioritization of goals.
better cash management.
a dedicated member of your team to interact with bankers, attorneys, vendors, etc.
someone to review and negotiate everything from insurance policies to financing options and rates.
the development of accounting procedure manuals.
implementation of collection advice policies and procedures.
analysis of everything from equipment purchases to expansion plans and mergers and acquisitions possibilities.

We have a reputation of putting our clients first and getting the job done.

Check out our awesome Google and Facebook reviews for yourself.

Services

Tax preparation done right. Guaranteed. Millions of taxpayers miss out on getting a larger refund each year because they didn’t take advantage of all the credits and deductions that are available to them.

With Apex Advisor we guarantee assurance that your return is verified for accuracy, has zero errors and will result in fewer chances of getting contacted by the IRS. We will also help you manage the taxes that you pay throughout the year so you can maximize your cash flow potential.

Apex Advisor Group is an experienced accounting team that looks forward to the opportunity to help you manage your business financials. We will work with you to establish short- and long-term strategies for growth and profitability.

Let us help you increase you business’ profitability and efficiency so that you may continue to succeed!

Corporate Formations
Bookkeeping
Preparing of Financial Statements
Payroll