Apex Advisor Group: Tax and Accounting Services
Introduction: Apex Advisor Group, formerly Cutler Bay Tax Services has over 20+ years of tax preparation and accounting service, we are industry leaders that are actively involved in the community. At Apex Advisor Group, we pride ourselves in always putting our clients above all else.
We have committed ourselves to continue to educate the community of all the tax law changes and updates and to stay engaged with our clients year round, not just during tax season.
In addition, we have a full suite of financial products designed to help our clients build, grow, and maintain their wealth.
Apex Advisor Group is committed to helping clients achieve all their tax and financial goals. From tax planning to retirement services, we are here for you every step of the way.
Check out our Google and Facebook reviews!
Overview
Hired 322 times
Background checked
12 employees
25 years in business
Payment methods
This pro accepts payments via Apple Pay, Credit card, PayPal, Square cash app, Stripe, Venmo, and Zelle.
Social media
Top Pro status
Top Pros are among the highest-rated, most popular professionals on Thumbtack.
2021
2020
Featured Projects
19 photos
Reviews
Customers rated this pro highly for responsiveness, professionalism, and work quality.
Great 4.7
214 reviews
5
90%
4
5%
3
0%
2
1%
1
4%
Read reviews that mention:
Samantha L.
Jun 12, 2020
·
Hired on Thumbtack
Hired on Thumbtack
This company literally saved me. I found them on thumbtack, in major distress after receiving a letter from my State Comptroller threatening to garnish my entire life. During my initial conversation I could tell Carlos was an expert in everything tax related. His demeanor was both calm and reassuring.
The entire process was very smooth and welcoming as I worked with Carlos. I had to process over 8 years of back taxes. This company is also knowledgeable in different programs offered by the IRS that help with any payment arrangements or back taxes owed.
They make you feel safe throughout the entire tax preparation process. I highly recommend Carlos and his team for all for your tax and accounting needs. They are extremely good.
Individual Tax Preparation
Pamela l.
Mar 17, 2020
·
Hired on Thumbtack
Hired on Thumbtack
A saint, this girl received excellent service in a very timely manner. Hero to me, proudness to have spoken to throw right accountant. Thank you 🙏
Apex Advisor Group: Tax and Accounting Services's reply
You are too kind, thank you!
Accounting
Doris B.
Feb 7, 2020
·
Hired on Thumbtack
Hired on Thumbtack
He's one of the best tax accountant I have met. He's very honest. He responds in mins after you reach to him. And he will get you back what you deserve. Thanks Mr. Carlos. Much appreciated. Doris
Apex Advisor Group: Tax and Accounting Services's reply
Thanks very much Doris for the awesome review and all the referrals that you keep sending me!!
Individual Tax Preparation
Noel N.
Feb 8, 2022
·
Hired on Thumbtack
Hired on Thumbtack
I had some unique circumstances with child tax credits for last year where online services like TurboTax and tax act were not able to handle. Apex tax service ran three different scenarios so I could choose which was the best route to file taxes. Initially I would’ve paid somewhere in the neighborhood of $1000 but Apex was able‘s defined the credits to where I’m actually going to get a little bit of money back. Very professional service that is interested in taking care of the clients that come to them. I would recommend this service to anyone.
Individual Tax Preparation
Zach W.
Jan 25, 2022
·
Hired on Thumbtack
Hired on Thumbtack
Incredibly experience with Jennifer. She has been incredibly helpful. She helped me save thousands. Can’t thank her enough.
Individual Tax Preparation
Credentials
Background Check
Carlos Rosario