I highly recommend Apex Legacy Trust for anyone looking for a reliable and knowledgeable tax professional. They made the whole process easy, explained everything clearly, and helped me find deductions and opportunities I wasn't aware of. Thanks to their expertise, I was able to save money on my taxes and feel confident that everything was handled correctly. Great service, professional, and genuinely cares about their clients. I'll definitely be using them again and recommending them to my friends and family! read more

I reached out to Apex Legacy because I was dealing with back taxes and needed help with tax resolution. I had honestly been avoiding the problem for a long time because I was scared and felt like I would never be able to fix it. From the beginning, they made me feel relieved instead of judged. Oscar and the team explained all of my possible options clearly, and their Enrolled Agent even called the IRS on my behalf to help negotiate a payment plan. What stood out most was that they personally kept in contact with me and genuinely cared about seeing the situation through. They helped me get into a payment plan that actually felt realistic and something I could sincerely afford. The service was absolutely worth it because they helped me save THOUSANDS of dollars and the greatest gift was that I did not have to live in fear of my assets being taken in the future. I'm truly grateful for their help and would recommend Apex Legacy to anyone dealing with tax or IRS problems. Thank you so much guys! read more

I finally have peace of mind about my taxes and that means everything. I'd been dealing with tax stress for longer than I care to admit. A friend recommended Apex Legacy Trust and it was one of the best decisions I've made. From the start, Justin made the whole process feel manageable. He was patient, easy to reach, and actually explained things in a way that made sense to me...no jargon, no runaround. You can tell they genuinely care about getting you to a good outcome, not just getting through the next client. What stands out most is that you're treated like a person, not a number. The level of attention and follow-through I got is rare. I walked away with real peace of mind, and I don't say that lightly. If you're stressed about your taxes and don't know where to turn, call them. You won't regret it. read more

I had an outstanding experience with Oscar and Josh at Apex Tax Resolutions. From the very beginning, they were prompt, professional, informative, and incredibly responsive. Anytime I had a question or needed clarification, they responded quickly and made sure I understood what was happening every step of the way. What really stood out to me was how caring and supportive they were throughout the entire process. They never made me feel like I was just another client. They genuinely listened to my concerns, took the time to explain my options, and made sure I felt comfortable with each decision. My tax issues were daunting, stressful and overwhelming, but Oscar and Josh made the process much easier by keeping me informed and staying on top of everything. Their communication, knowledge, patience, and dedication really made a difference. I truly appreciate everything they did for me and would highly recommend Oscar, Josh, and Apex Tax Resolutions to anyone looking for knowledgeable professionals who actually care about their clients. Excellent service from start to finish! read more

Oscar and Joshua caught stuff in my IRS records that nobody had pointed out before. It never felt like they were trying to rush me into some standard solution. They really took the time to figure out what was going on first. Definitely glad I found Apex Legacy Trust! read more

I can't recommend Apex Legacy Trust highly enough. After years of tax stress and confusion, working with them was a complete turning point. What sets them apart is that they're a boutique, family-owned firm and you feel that immediately. This isn't a call center where you're a case number. From day one, I had direct access to the team handling my case. Shout out to Oscar, Josh and Alice for walking me through every step of the process with patience and clarity. The white-glove service is real even when I'm not geographically near their office. They were responsive, proactive, and genuinely invested in getting me the best possible outcome. I never felt like I was bothering them with questions, and they took the time to explain things in a way that actually made sense. If you're dealing with tax issues and feeling overwhelmed, do yourself a favor and call them. They treated me like family, and I'm incredibly grateful for their expertise and care. I recommend them wholeheartedly. read more

I went to Apex with several years of back taxes totaling close to $500,000. Oscar and Joshua took the time to go through everything and found that my capital gains and the exclusions I qualified for weren't being accounted for correctly. After they fixed it, my balance dropped to around $50,000. I honestly couldn't believe the difference. They kept me updated, explained everything clearly, and made a stressful situation feel manageable. I'm extremely grateful for what they did and would recommend Apex to anyone dealing with serious tax problems. read more

Just want to say I've dealt with my share of tax professionals over the years. The kind who hand you a number, take your check, and disappear until next April. Apex Legacy Trust is a completely different experience. From the first conversation, it was clear Oscar genuinely care about your financial future, not just your filing deadline. He took the time to actually understand my situation, explained things clearly, and made sure I wasn't leaving money on the table. You can tell he built this business on trust. If you want a team that treats your money like it's their own, look no further. Highly recommend Apex Legacy Trust to anyone who wants more than just a tax preparer. I'll be back next Season! read more

Oscar has been a huge help managing my taxes as an independent realtor. He found deductions I didn't know I qualified for and made the whole process so much less stressful. Highly recommend if you're self-employed and need someone who actually understands real estate finances. I highly recommend Oscar for your needs! read more

If you're looking for quality work at a great valued price, look no further! My wife and I were stressed looking for help with our taxes, luckily we came across Apex Legacy Trust. Oscar and Joshua were extremely knowledgeable and patient with all of our questions. Not only did he exceed our expectations, he reassured us that everything was going to be ok. Thankful to have worked with both Joshua and Oscar! We'll definitely be coming back. I would highly recommend this business and I look forward to working together for years to come! read more

After years of going back and forth with the IRS over the validity of my business deductions, it's a breath of fresh air to finally have an advocate that knows what they are doing to give me that peace of mind going forward with my business. read more

Came to Apex Legacy trust started out with a few questions. Oscar and his team were very knowledgeable. Able to take very good care of me slowly developed into me starting my first trust here with Apex. Great group of people very professional. Definitely recommend. read more

I usually don't open junk mail however the envelope was hand written addressed to me. Impressed with the trustworthy appearance (picture of Oscar). Made the call. He is very professional, understood my questions and concerns. He set up a plan of action and I can honestly say, he excuted from day one as I was in a very tight time crunch with IRS. I highly recommend Apex legacy. read more