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

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

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

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