About Apex3 Financial
Reviews for Apex3 Financial
Write a reviewHours
Monday: 8AM - 5PM
Tuesday: 8AM - 5PM
Wednesday: 8AM - 5PM
Thursday: 8AM - 5PM
Friday: 8AM - 5PM
Saturday: ClosedSunday: Closed
Apex3 Financial, led by Laura, is a highly regarded tax firm with a reputation for exceptional knowledge and service. They have been assisting clients with their taxes since 2009, including both personal and business-related needs. Apex3 is known for their ability to handle complex tax situations, such as those involving multiple states or transitions between part-time and full-time work or graduate school. Clients appreciate their responsiveness, thoroughness, and detail-oriented approach. The team is praised for their professionalism and respect towards clients of all ages. They are described as smart, knowledgeable, and accommodating, making them a great choice for anyone seeking tax assistance. Many clients trust their expertise, especially when managing complex tax returns or transitioning between different life stages. The firm is also appreciated for their friendly attitude and willingness to answer questions, ensuring clients feel valued and understood. Whether dealing with personal or business taxes, Apex3 Financial continues to provide reliable and professional service, making the process less stressful for their clients.
I had filed my own taxes previously but after making some mistakes and having to fill out correction forms with the IRS, I decided to give Apex3 a shot. Great decision on my part as Apex3 found additional deductions and assured I no longer was making mistakes. I have had a wonderful experience working with their staff (Laura and Katherine) and they are prompt responding to my inquiries. I also like the ability to file my paperwork via their user portal. I recommend their services; it has paid off for me.
The customer service is absolutely fantastic. I’m older and the new technology can be confusing for me but Kathleen has been so great and helpful. I can never thank Apex3 enough for all the help they provide to me.
Thanks for making my life so much easier.
My husband and I have been using Laura’s professional services and expertise for many years. We are always confident that she completes our returns timely even though we live out of state.
She has been advising me as I am embarking on a personal business. I am happy that she is available to answer my questions and provides me great advice.
I recommend Apex3 Financial for your tax preparation and tax planning strategies.