Tax preparation. Business support. Financial operations. Based in Los Angeles — serving clients nationwide and worldwide.
Every package includes your filing and a year-round service relationship. All packages above Standard Business Filing require quarterly reporting as a condition of service. Penalty abatement is included in all packages where applicable — no separate charge.
Requires a structured entity (LLC, S-Corp, C-Corp, or Partnership) with an active EIN and minimum $100K annual revenue. Quarterly reporting mandatory for all business packages.
Hardship & Recovery back year returns: +$100 per additional return. Maximum 3 total. Standard discount structure does not apply to hardship cases.
Business entities only. Only available to clients also doing their ongoing taxes with Apex. Not a standalone service.
All packages except Hardship require a 50% deposit at signing. Remaining 50% due before filing. We do not file until payment clears.
Mandatory above Standard Business Filing. Documents due within 5 days of each quarter end. Late fee: $100 per occurrence after 30 days.
Apex is not a seasonal service. Recurring clients served year-round. One-time clients return at full standard pricing.
Included in all packages where applicable. No separate charge. It is part of the service you paid for.
Before you can file correctly, your business needs to be structured correctly. Apex handles LLC, S-Corp, C-Corp, and Partnership formation — built for your tax situation from day one. California state fees are passed through at cost.
Spreadsheets are not infrastructure. Apex Deploys builds organized, functional business systems around how your operation actually runs — then maintains them. You own the system after purchase. Maintenance covers updates only. Stopping maintenance does not remove your system.
You own your deployed system after purchase. Maintenance fees cover software updates only. If you stop paying maintenance at any version, you keep that version indefinitely. Apex does not reclaim, disable, or remove purchased systems.
For business owners ready to eradicate operational chaos. Every engagement delivers professional documents and active oversight — not advice, not templates, not a course. 50% at signing, 50% at engagement midpoint.
A full assessment of your business operations — how it actually runs versus how you think it runs. Apex observes, interviews, documents everything, then delivers a written action plan with priorities ranked by impact and urgency.
Written findings covering operations, pricing, staffing, client journey, payment systems, record keeping, owner bottlenecks.
Written action plan: what to change, eliminate, automate, reprice, and what roles need to exist.
Blueprint items ranked by impact and urgency — you know exactly what to fix first.
Everything in Apex Restore — plus Apex stays through implementation. Weekly or biweekly check-ins for 90 days. We direct, train staff on new processes, verify systems are built correctly, and course-correct when things go sideways.
Full assessment report, blueprint, and priority matrix included.
Living document tracking what is complete, in progress, or blocked throughout the 90 days.
Written procedures for every new workflow built during implementation.
Written descriptions of what each person in the business is responsible for.
Final document confirming what was implemented, what was deferred, and what the owner must maintain.
Scheduled oversight sessions throughout the 90-day period.
Everything in Apex Rebuild — plus we extract the owner from the daily operation. After implementation stabilizes, we identify everything only the owner knows how to do and systematize it so someone else can do it. The result is a business that runs without you in it every day.
All Restore and Rebuild deliverables included in full.
Complete written guide — every role, process, system, vendor, and policy. Written so someone new could step in and run it.
Written roadmap for stepping back — what gets delegated first, what the reporting structure looks like.
Simple reporting framework — revenue, expenses, client volume, and operational health without being on the floor.
Final assessment — is the business sellable, transferable, what needs to happen before a sale or succession.
Full engagement from assessment through Exit Readiness Report.
Apex does not offer discovery calls or free consultations. Select your service and pay your deposit to get on the schedule. Questions before you're ready? Send an email. Apex business days are Monday, Wednesday, and Friday.
Select your package above and pay your deposit to get on the schedule. Questions first? Send an email and we respond within one business day.
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