Effortless Accounting Services For Modern Businesses
Streamline Your Tax Filing and Maximize Refunds with Our Expert Accounting Services. Need to file an extension? Schedule today!!
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About Us
Enjoy Personalized Tax And Accounting Services With Expert Care
At Apex Tax Advisory Firm, we pride ourselves on delivering professional tax solutions while building long-term relationships with our clients. With years of experience, we focus on providing personalized services tailored to your financial goals.
Comprehensive Tax Prep, and Tax Planning
Comprehensive Tax Resolution, IRS Representation
Customized Business Accounting
Reliable Support and Guidance
Expert Tax And Accounting Services For Your Success.
Bookkeeping Services
Our services keep your finances organized, tracking expenses and generating key financial statements.
Tax Filing
We ensure accurate tax filings, maximizing deductions and minimizing liabilities for a stress-free tax season.
Tax Planning
Strategic advice to help reduce your tax burden and optimize savings for your personal or business needs.
Tax Resolutions
Professional support to navigate audits and ensure compliance with tax regulations.
Payroll Management
Efficient payroll processing to ensure timely and accurate employee payments.
Comprehensive Reports
Detailed financial reports that provide clear insights into your financial health, aiding in better decision-making.
MEET THE FOUNDER & CEO
Patricia Gee-Jones, EA, MBA, FCCM
Jacksonville native Patricia Gee-Jones here. Following a 30-year career in local government as a contract compliance specialist and financial analyst, I founded Apex Bookkeeping Plus LLC in 2012 to support the heart of our local business community. I combine over two decades of financial expertise with high-level credentials to offer a full suite of services.
As an Enrolled Agent (EA), I provide extensive expertise in tax planning and IRS resolutions, complemented by my QuickBooks Online certification and Notary services.
From meticulous bookkeeping and transaction recording to insightful financial statement analysis, my mission is to empower business owners to optimize their performance and achieve sustainable growth. I look forward to connecting and contributing to this community!
Our Team
Meet Your Expert Tax Consultants
4k+
Google Reviews
6 Years
Average CPA Experience
$10M+
Tax Return Filed
See What Our Customers Have to Say
“Apex Tax Advisory has been a game-changer for our financial management.”
They went above and beyond. From the start, their expertise, attention to detail, and dedication to providing top-notch service were evident. Their thorough financial reports gave us the clarity we needed to make informed decisions.
Mark Matthews
Finance Manager at ScaleUp
Contact Us For Financial Solutions Now.
"From Monday to Friday and Sunday, our team is here to provide personalized treatment and steady support to help you recover and reach your wellness goals."
Cost Effective Solutions For Expert Accounting Services.
Enjoy Full Price Transparency, Ensuring You're Always Informed About Your Expenses.
Tier I: Basic
Solopreneurs and micro-businesses needing clean records for tax time.
$350- $450/m
QuickBooks Online Integration: Automated transaction fetching.
Categorization: Accurate monthly expense and income coding.
Bank Reconciliation: Up to 3 accounts (Checking, Credit Card, Savings).
Standard Financial Reports: Monthly Profit & Loss and Balance Sheet.
Email Support: 48-hour response time.
No contracts - cancel anytime
TIER II: Strategic Growth
Growing businesses that need proactive tax management and professional oversight.
$750 - $950/m
Everything in Tier I.
Dedicated Account Manager: Your direct point of contact for financial questions.
Quarterly Tax Filing: Estimated tax payments and quarterly sales tax filing (if applicable).
Quarterly Strategy Session: A 30-minute call to review performance.
Add-On Ready: Payroll Processing (suggested starting at +$50/month + $6/employee).
No contracts - cancel anytime
Tier III: Compliance & Defense
Established businesses requiring full-service protection and high-level strategy.
$1,500 – $1,850/m
Everything in Tier I & II.
Business Tax Returns: Annual filing for S-Corps (1120-S), Partnerships (1065), or C-Corps (1120).
Audit Protection: Year-round document organization and readiness.
IRS Representation: Power of Attorney to handle IRS correspondence and audits on your behalf.
Priority Support: 24-hour response time and unlimited phone support.
No contracts - cancel anytime
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Frequently Asked Questions
Explore Our Common Queries and Solutions
What services are included in the Basic Plan?
The Basic Plan offers:
QuickBooks Online Integration: Automated transaction fetching.
Categorization: Accurate monthly expense and income coding.
Bank Reconciliation: Up to 3 accounts (Checking, Credit Card, Savings).
Standard Financial Reports: Monthly Profit & Loss and Balance Sheet.
Email Support: 48-hour response timeaccess to our online tax portal, monthly financial statements, annual tax filing assistance, email support, and basic case analysis and strategy.
How often will I receive financial reports with the Pro Plan?
The Basic Plan offers:
Everything in Tier I. Dedicated Account Manager: Your direct point of contact for financial questions.
Quarterly Tax Filing: Estimated tax payments and quarterly sales tax filing (if applicable).
Quarterly Strategy Session: A 30-minute call to review performance.
Add-On Ready: Payroll Processing (suggested starting at +$50/month + $6/employee).
What additional support does the Premium Plan offer?
The Premium Plan includes:
Everything in Tier I & II.
Business Tax Returns: Annual filing for S-Corps (1120-S), Partnerships (1065), or C-Corps (1120).
Audit Protection: Year-round document organization and readiness.
IRS Representation: Power of Attorney to handle IRS correspondence and audits on your behalf.
Priority Support: 24-hour response time and unlimited phone support.
How do I contact customer support?
You can reach our customer support team via email for prompt responses. The response time varies based on your plan, with Premium customers receiving the fastest support.
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