Industries We Specialize In
Trusted by Industry Leaders
"ApexCPA completely restructured our corporate tax strategy, saving us over $150k in our first year alone. Their fractional CFO service is a game changer."
Michael T.
CEO, TechFlow Inc."The most responsive and detail-oriented accounting firm we've ever worked with. They handle our complex real estate portfolios with absolute precision."
Sarah J.
Managing Partner, Horizon Realty"I transitioned my medical practice's bookkeeping and payroll to ApexCPA. It lifted a massive administrative burden off my shoulders."
Dr. Robert C.
Founder, CityCare ClinicFrequently Asked Questions
What documents do I need for my initial tax consultation?
Please bring your previous year's tax return, current P&L statements, balance sheets, and any recent correspondence with the IRS. For individuals, W-2s, 1099s, and investment statements are required.
Do you offer ongoing bookkeeping or just year-end tax prep?
We offer both. Our full-cycle monthly bookkeeping service ensures your financials are always up-to-date, making year-end tax preparation seamless and highly optimized.
Can you represent my business during an IRS audit?
Yes. As licensed CPAs, we have full representation rights before the IRS. We will act as your intermediary, handling all communications and negotiations on your behalf.
What is a Fractional CFO and do I need one?
A Fractional CFO provides part-time, high-level financial strategy for businesses that are growing but not ready for a full-time executive. If you need cash flow forecasting, budget structuring, or help securing capital, this service is ideal.