Apex Tax Advisors of Maple Shade

Apex Tax Advisors of Maple Shade is a tax preparer in Maple Shade, NJ. The firm provides tax preparation and advisory services for residential and commercial clients, including income tax, inheritance tax, estate tax, business tax, amended tax returns, and help with IRS issues. Its specialty work covers income tax planning, mid-year reviews, business planning, and Schedule A, Schedule C, and Schedule E planning. Apex also handles insurance planning, with term, whole life, universal, and variable life policies, long term care, and individual and company health insurance, and it works with attorneys on estate planning. The firm serves Moorestown, Cherry Hill, Haddonfield, Mount Laurel, and the surrounding South Jersey communities, and it holds a rating of 4.40.

Apex Tax Advisors was founded in 2004 by William D. Madara and John A. Miller, Jr., who began their financial services careers in 1993. In 2016 they established Apex Capital Wealth Management, separating the tax and advisory businesses so that tax planning could be integrated with investment advice tailored to each client. The two are CERTIFIED FINANCIAL PLANNER practitioners and hold the Enrolled Agent designation issued by the Internal Revenue Service, and both are active members of the National Association of Tax Professionals and the Financial Planning Association. The firm attends continuing education seminars throughout the year to keep current with changes in tax and investment law. Apex describes its process as starting with listening to clients about their lifestyles, goals, and family situations, then building a customized plan with a personal Financial Action Checklist that integrates investment planning, tax reduction planning, retirement income distribution planning, and family wealth planning. The firm reports over 50 years of combined experience and notes that clients have stayed with it for years, even after moving out of the area.

The office sits on South Lenola Road in Maple Shade. Hours are Monday through Friday, 9 to 5, with evenings and Saturdays by appointment, and extended hours from 9 to 8 during February, March, and April.

Apex Tax Advisors is known for a positive rating from the customers who have reviewed it, reflecting years of tax preparation and financial advisory work for South Jersey residents and businesses.