APEX TAX ADVISORS, LLC
APEX CAPITAL WEALTH MANAGEMENT
A Member of Advisory Services Network, LLC
WE ARE HERE TO HELP YOU MEET YOUR GOALS
EXPERT FINANCIAL HELP STARTS HERE
PROFESSIONAL ADVICE TAILORED TO LIFE
PROFESSIONAL ADVICE TAILORED TO LIFE
With over 50 years of combined experience, Apex serves commercial and residential clients in southern New Jersey from our hometown of Moorestown. We grew up here, we live here, we work here, and we serve our community with services that helps make a real difference.
Our mission is to provide our clients with sound tax preparation, advice, and planning along with quality financial products that will help them to reach their goals and dreams.
MORE THAN MOORESTOWN TAX EXPERTS
While Apex is well known for offering superior tax preparation services, tax prep is not all we do. Income tax preparation is among a full suite of services to help the residents of Moorestown, Cherry Hill, Haddonfield, and the surrounding communities with their financial advisory needs. Our clients stay with us for years, even after they move out of the area, because we stay with them through throughout their lives. We have helped people plan for life changes and weather storms - like unexpected changes in employment, marital status and loss of life. Apex remains your ally in life. Whether you are planning for retirement, changing jobs, estate planning, or general consultation on how to afford that boat, Apex is here for you!
WE’RE YOUR NEIGHBORS
WITH THE KNOW-HOW
Our seasoned professional team of tax return preparers have decades of professional tax preparation experience delivering tax preparation through a hand-held process that New Jersey trusts. This is real tax return help that makes sure you have not only managed your tax obligations, but gives you an opportunity to plan financial strategies, avoids surprises, and prepare for the life you want.
YOU’RE OUR NEIGHBOR, NOT JUST A NUMBER
Our typical customers are NJ residents who are used to seasonal tax return preparers who may be cranking out returns to meet a quota. Other clients have tried tax preparation themselves without the full knowledge and implications of the latest tax laws. We have heard countless stories of how bad tax preparations put individuals and families at risk for audits, unexpected taxes, and other avoidable circumstances.
Rest assured; our income tax preparation services are managed by dedicated accounting professionals who work year-round. Whether you need simple tax assistance or a comprehensive financial plan, Apex is ready to serve. We are not just local NJ tax accountants… we are your neighbors, and we deliver year-round tax preparation help.
TAX HELP FOR SENIORS, YOUNG PROFESSIONALS, FAMILIES AND MORE
Many people, in all stages of life, find themselves in need of tax help after being let down by filing their income taxes themselves and missing an important detail, or relying on some free tax software, or the lackluster services of one of those seasonal tax places. Tax preparation is serious and requires a true professional with a track record of delivering reliable tax advice.
We specialize in transforming the uncomfortable pain-point of income taxes into an opportunity to plan your life. While we won’t pretend it’s a day at the beach, we know that real tax preparation done by our Apex Tax Advisors is a door to a set of financial services that can change your perspective. Our tax preparation services offer you an opportunity to begin managing your finances with customizable strategies that are tailored to your life. Optimize your financial planning and realize your goals today!