Professional Tax & Financial Services

Taxes handled by
someone who actually
specializes.

Apex Financial & Tax Ops serves business owners with complex tax situations — foreign income, multi-entity structures, back filings, and everything in between. Based in Los Angeles. Serving clients worldwide.

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CRTP — California Registered Tax Preparer
Active PTIN
CTEC Registered
EA Designation In Progress
Certified Bookkeeper
Notary Public
Tax Packages

Year-Round Tax Partnership

Most accountants show up once a year. Apex doesn't. Every package includes your filing and a year-round service relationship.

US Business
Standard Business Filing
Single entity, US-based, clean organized books, one income stream.
$1,500 flat
4 quarterly installments of $375 toward following year
  • One annual business return
  • Basic compliance check
  • Filing fee included
Book a Consultation
Multi-Stream
Business Tax Core
Single entity with multiple income streams. Penalty abatement if applicable.
$2,500 deposit
+ $500/mo year-round
  • All income streams reported
  • Penalty abatement included
  • Year-round tax access
Book a Consultation
International
International Business
Single entity with foreign financial interests — accounts, ownership, or assets.
$3,500 deposit
+ $750/mo year-round
  • Up to 1 foreign entity + 3 accounts
  • Quarterly compliance check-ins
  • Coordinated foreign reporting
Book a Consultation
Foreign Income — Personal
Foreign Income & Investment
For individuals with money, income, or investments outside the US.
$3,000 deposit
+ $600/mo year-round
  • FBAR, FATCA, PFIC reporting
  • Foreign-earned income covered
  • Quarterly check-ins
Book a Consultation
Multi-Entity
Complex / Multi-Entity
Multiple entities, layered foreign reporting, combined complexity. Custom scoped.
$4,500+ custom
+ $1,200+/mo custom
  • All entities coordinated
  • Entity structuring guidance
  • Quarterly strategy sessions
Book a Consultation
Hardship — Disability
Hardship & Recovery
For qualifying clients with a documented disability — self or dependent.
$1,200 flat
$600 signing · $300 filing · $300 four months after
  • Up to 2 personal returns
  • Penalty abatement included
  • Income up to $100K
Inquire to Qualify
Tax Cleanup & Recovery

Behind on Business Taxes?

Business entities only. Unfiled returns, IRS notices, years of delinquency — this is where you start.

Light Cleanup
1–2 Years Unfiled
Back returns filed, penalty abatement pursued, IRS notices addressed.
$1,800
$450/mo if ongoing
Moderate Cleanup
3–4 Years Unfiled
More complex delinquency, deeper IRS exposure, full remediation.
$3,500
$600/mo if ongoing
Heavy Cleanup
5+ Years Unfiled
Significant delinquency, custom scoped after document review.
$6,000+
$800/mo if ongoing
Entity Formation

Get Your Business Structured Right

Before you can file correctly, your business needs to be set up correctly.

Bundled with Tax Package
Entity formation included when you start an ongoing tax package.
$650
Standalone Formation
Entity formed without starting a full tax package right now.
$850
Apex Deploys

Build the System. Run the Business.

Spreadsheets are not infrastructure. Paper is not a system. Apex Deploys builds organized business systems around how your operation actually runs.

Records & Compliance Deploy
Document organization, filing systems, audit-ready records.
Solo (1–2)$500 + $100/mo
Small (3–10)$900 + $175/mo
Mid (11–20)$1,500 + $275/mo
Growth (21–30)$2,200 + $400/mo
Books & Revenue Deploy
Revenue tracking, bank reconciliation, import capability.
Solo (1–2)$600 + $125/mo
Small (3–10)$1,100 + $225/mo
Mid (11–20)$1,800 + $350/mo
Growth (21–30)$2,600 + $500/mo
Tax Deploy
Tax monitoring, deadline calendar, quarterly document collection.
Solo (1–2)$500 + $100/mo
Small (3–10)$900 + $175/mo
Mid (11–20)$1,500 + $275/mo
Growth (21–30)$2,200 + $400/mo
Payroll Deploy
Payroll setup, processing, quarterly 941s, W-2s at year end.
Solo (1–2)$600 + $150/mo
Small (3–10)$1,200 + $300/mo
Mid (11–20)$2,000 + $500/mo
Growth (21–30)$3,000 + $750/mo
Client Operations Deploy
Client management, intake, communication workflows.
Solo (1–2)$500 + $100/mo
Small (3–10)$900 + $175/mo
Mid (11–20)$1,500 + $275/mo
Growth (21–30)$2,200 + $400/mo
Business Systems Deploy
Revenue tracking, reporting, master system view.
Solo (1–2)$750 + $150/mo
Small (3–10)$1,500 + $300/mo
Mid (11–20)$2,500 + $500/mo
Growth (21–30)$3,500 + $750/mo
Full Business Deploy
All six Deploys combined in one engagement.
Solo
$1,800 + $400/mo
Small
$3,500 + $750/mo
Mid
$6,500 + $1,200/mo
Growth
$9,500 + $1,800/mo
Fully Managed
Managed Operations Deploy
Subcontractor tracking, job costing, payroll. You do nothing — Apex manages everything.
Under $500K · $1,500 + $1,100/mo
$500K–$1.5M · $2,200 + $1,500/mo
Business Transformation

Business Transformation Services

For business owners ready to stop running on chaos and build something that lasts.

Now Available
Apex Restore
Business Restoration Audit + Revamp Blueprint. Assessment and plan delivered.
Starting at $2,500
Now Available
Apex Rebuild
Audit + Blueprint + Implementation Oversight. Apex stays until it works.
Starting at $6,500
Now Available
Apex Legacy
Full transformation — Audit + Blueprint + Implementation + Owner Exit Strategy.
Starting at $12,000

Quarterly Reporting

All clients on a quarterly schedule must submit required documents within 5 days of quarter end. Late fee: $100 per occurrence.

Year-Round Service

Apex is not a seasonal tax service. One-time clients return at full standard pricing.

Minimum Requirements

Business packages require a structured entity with an EIN and minimum $100K annual revenue.

Ready to get your taxes handled by someone who actually specializes?

Book a 15-minute consultation. Tell me your situation. I'll tell you exactly which package fits.

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