Apex Advisor Group: Tax and Accounting Services
322
hires
322
hires
About
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
26 years in business
Business hours
This pro hasn't listed their business hours.
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
Projects and media
19 photos
Projects and media
19 photos
Services offered
Accounting needs
Bookkeeping
Preparing tax returns
Managing AR and AP
Preparing fin. statements
Entity type
Individual or sole proprietorship
Partnership
C-Corp / Corporation
S-Corp
Industry
Sales & marketing
Healthcare
Technology / IT
Manufacturing
Reviews
Great 4.8
253 reviews
5
91%
4
4%
3
0%
2
1%
1
4%
Customer photos
Customer photos
Showing 1-5 of 253 reviews
Samantha L.
Jun 12, 2020
Hired on Thumbtack
Individual Tax Preparation
Pamela l.
Mar 17, 2020
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
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
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
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