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    Oliveira Linda CPA

    5.0 (1 review)

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    15 years ago

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    Apex Tax & Financial Solutions

    Apex Tax & Financial Solutions

    5.0
    (6 reviews)

    I've been doing my own taxes for over 30 years. It's a pretty comprehensive return with lots of…read moreschedules, and I've been doing fine with it until my son started working last year, we started contributing to an IRA and 401k for him, college, etc. For the first time in 30+ years, there was a "new thing" to account for. Due to a forced 401k distribution/rollover/tax withholding, etc, I was a little unsure about how to handle it. I had an idea through research on the internet (and multiple LLM conversations), but I wanted to talk to a CPA or Tax person to confirm. I sent out a bunch of requests on Yelp to get quotes for a conversation that I estimated would take no more than 15-30 minutes just to make sure my understanding is correct. I got a bunch of replies ranging from $100-$385. Somebody even said I needed to complete an engagement letter to have the conversation! APEX sent me a message telling me how to address my tax issue with filings and what my expected outcome should be depending on whether or not my son owes taxes. He literally said, "You should be able to use Turbo tax to handle...if you have trouble use their support or take it to H&R Block...You don't need a CPA..." No quote. Just good and clear advice on what to do. I currently do not need any other accounting/tax assistance, but if I did, I would go to Apex -- not because they are "any more right" than any other CPA firm, but because they clearly value *YOUR* time and money -- not just theirs. I like to do business with good human beings who, to some degree, treat business like it's part of a community and not just a capitalist market. Recognizing that my need "wasn't a big deal" for their level of expertise and taking a few minutes to type out a solution with no request for compensation speaks more volumes about the business than people who have paid for the service, in my mind. If they can be this complete in answers for a person who isn't paying them a dime during the time of year when they are most busy and can treat this period like a "cash cow" and bill for every minute, then how complete, thorough and diligent do you think they will be for a paying client? At some point, I want to do more real estate investing -- I read in other reviews that Apex also has experience in this space. I will call upon them for sure if I ever need assistance. If you need financial solutions assistance, I highly recommend that you give Apex Tax and Financial Solutions a shot at your business.

    Highly recommend Alvin - very professional, detailed and handled my tax issues quickly. If you…read moreneed expert call Alvin!

    Statewide Tax Services

    Statewide Tax Services

    3.7
    (3 reviews)

    I reached out to Curtis towards the end of last year after I was referred to him by someone I know…read more I explained to him what I needed for a non profit company I'm a volunteer for. He agreed he could do the work and we entered into an agreement mid December. He gave me a list of things he needed from us. The treasurer and I kept him updated on our progress on the things he'd asked for. By mid February we had everything ready for him that he'd requested. He said he'd get to work on our project. By mid March I reached out to him and he said that he wouldn't be able to really work on it until after tax season (end of April) ok no problem. We run fiscal year and not calendar year so that's fine. Beginning of May I reached out to him and he said he'd start working on it the following. Week. Ok. End of May I reached out again and he said he'd been swamped with the tax season but would start the following week. First week of June the treasurer reached out to him to see how things were going and we were told that he was getting started that week and everything would be completed and wrapped up by the end of of June 6/30. Well you can see what the date is and the rating. He didn't ever even start our project despite promising 6 different times he'd start working on it next week. The 6th time I told him no I was terminating our agreement and we'd be going another direction. I can't honestly speak for how he does as a cpa seeing as he didn't do the things he promised. Save yourself the headache and money and just look elsewhere.

    My wife and I have a convoluted difficult return. We recently got married and brought in 3…read morebusinesses, 4 rental properties and 2 primary homes in 2 different states. Curtis was unbelievably easy to work with and a true professional at his craft. We've never met him in person but just in talking with him, he not only explains the taxes well but is also a good person. He is a very patient person. A big thank you to Curtis and all he does! Guy & Debbie

    Oliveira Linda CPA - accountants - Updated August 2026

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