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.

I'm still in the initial stages of working with Apex, but I'm extermely impressed with Alvin and…read morethe information and service I've received so far. He has been helpful and I like that he is not just a "tax service" but also can help us in planning our financial future. His personal touch is a breath of fresh air. I look forward to continuing our relationship for many years.

Meeting Jeffrey or having him become available to help my small business couldn't have come at a…read morebetter time. I had been trying to correct some DOR issues myself, which quickly became overwhelming. Jeff understood my difficulties and was able to describe what was needed to complete the process through the DOR website. After working hard, Jeff was able to connect with my vendors and the DOR representative to resolve and make amendments for the "3 years of sales tax reconciliation." The attention paid, communication, and valve of Jeff's work is very appropriate. I will recommend him to other business owners and personal accounts as well if necessary..

Jeff is amazing! He did an awesome job helping me catch up on 3 years' worth of taxes, saving me a…read morelot of time, money, and stress. He provided personalized attention by responding to text messages right away, taking time to explain what's needed and why. He makes it easy to tranfer information because he accepts comms through any channel- whether it be email, hard copy, or text. He'll even pick up/drop off hard copies at your location. Jeff was very patient with me and was vital in encouraging me to get the paperwork I needed. Working on 3 years' worth of taxes and getting the information to Jeff parts at a time could have been a disaster. But with Jeff's organization and support, it was smoothe. I've recommended him to colleages and will continue to recommend him.

Terrible service - I contacted them via Yelp (and then email), asking for a quote for an HOA (a…read morenon-profit that files a 1120-H). They first insisted I upload my driver's license and last two years of return first before providing a quote through some secure portal, and until I did so they wouldn't answer questions or provide a rate. AFTER I provide that information, and they take the PII, they then reach out to tell me that they do not file 1120-H. If that's all they needed to tell me and that they cannot do HOA's tax returns; why do they insist on gathering PII first?

I got a call back immediately and my questions were answered. The team at Square Up are…read moreknowledgeable and down to earth. Very easy to deal with. Definitely recommend

Shady AF. I'm Greg…read moreMarks' nephew and beneficiary of an irrevocable trust created by my grandfather in which Greg was appointed trustee. First, he purposely didn't contact me or my brother. Second, I've e asked this guy four times in two years for a copy of the trust, and, even though bound by law to answer all of the beneficiaries questions in a timely manner, he refuses to send one or even return my calls. He threatened to disinherit his own daughter (my cousin) because she notified me and my brother of my grandfather's death and the existence of the trust. The first time in living memory that I met Greg, about 16 years ago at a family Christmas gathering, he insulted my father (his brother) severely, then told me if I ever needed anything, you know, since my father is no good, to give him a call. I called him a couple years later for help bailing out of jail on a marijuana charge. He didn't even bother to try getting in touch with me. I have a certified letter on the way to Mr. Greg Marks as I write this review. I will also be contacting BBB and whoever licenses this guy (the state, at a minimum). Will continue to update. If he's willing to lie AND break the law to spite his nephews for some unknown slight (of which I can think of none--he was never in our lives, just as he intended) what do you suppose he's willing to do to you?

Greg Marks did my 2018 taxes in 4 days and e-filed them & gave me a copy of them. I am an 82…read moreyear-old & my ability to do my own taxes is greatly diminished. Greg saved me a bundle on my 6-month extension, because of his excellent knowledge of the tax law, so I will have him do my 2019 taxes also.

Excellent service from Sumeet! Was able to do everything online, completely solved my IRS issue,…read morevery happy with the service I received. She is very helpful and responds quickly.

Sumeet was very personable and professional all at the same time. She handled my case with…read moreexpertise and I would highly recommend her.

Took a chance by reading the reviews. Did not get the service I was expecting mostly by poor…read morecommunication. Made multiple attempts to communicate even to someone higher up but no luck. Owner never followed up as well or hard to get in touch with.

I met with Randy to discuss the possibility of using his CPA firm for my personal and business…read morereturns. He didn't want to do business with me, and that's why I'm making this review. This guy knows who is clients are and should be, and my business wasn't a fit. And that's fucking awesome that he should be so forthright. I love that! My business is incredibly simple. I just don't need the services that many businesses do, and Randy would rather work with clients who need more than simply their taxes done. So thank you Randy. Thank you for your time, and not wasting mine!

I give 0 star rating for this compagny…read more BURHAN KHAN made me send him a $1000 to do a 3 years tax adjustment and he has never finished my file as well as many others. Very poor customer services. I have also put a complaint through the BBB and he has never answered to them either. He asked me to send him $1000 before the end of the day and that he would start working on my file. It took 1 month and many phone calls until he actually started working on my file. He also does not reply or answer back to the CRA so the CRA had to cancel my file adjustment. Never NEVER give him any business. 4 people in my surrounding are in the same boat with this guy.

I was in need of an Accountant for my new business. I am SO glad I found BK because not only have…read morethey provided exceptional accounting and bookkeeping, they provide TAX services and advice. I've had such a good experience I'm moving all of my personal tax support to them as well! BK's extensive large and small business experience has been invaluable to me. I would not be as successful without them.

Amazing! She put my parents at ease with her knowledge! Will be brining all of our family taxes…read morehere!

I decided to venture out and get a new tax consultant. A good friend recommended me Fritz…read moreFinancial. I contacted her the same day. She was very knowledgeable and quick to get back to me. Very detailed oriented and made sure to let me know what all I needed to get my taxes done. The process was very pain free and easy. I highly recommend using her and referring her to other friend and clients.