Apex Advisor Group: Tax and Accounting Services

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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

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

Facebook

Top Pro status

Top Pros are among the highest-rated, most popular professionals on Thumbtack.

2021

2020

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

Projects and media

19 photos

Projects and media

19 photos

Reviews

Customers rated this pro highly for professionalism, responsiveness, and work quality.

Great 4.8

253 reviews

5

91%

4

4%

3

0%

2

1%

1

4%

Read reviews that mention:

Samantha L.

Jun 12, 2020

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Hired on Thumbtack

Individual Tax Preparation

Pamela l.

Mar 17, 2020

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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

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

Apex Advisor Group: Tax and Accounting Services

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