Website: apexadvisorgroup.com
Phone: (813) 678 2400
Apex Advisor Group Inc is an accounting firm based in Tampa, Florida, offering tax, accounting, insurance, and financial services. The firm lists its address as 1211 Tech Blvd, Suite 120, Tampa, FL 33619. It describes itself as a team of professionals with over forty years of combined experience in the tax, accounting, insurance, and financial services industry, working with individuals, families, and businesses on matters ranging from personal tax returns and financial planning to corporate formations and accounting services.
Services
The firm lists a broad set of services. These include tax preparation, accounting, tax resolution, tax planning, credit repair and counseling, bookkeeping, health and life insurance, payroll, retirement plans, financial reports, account management, accounts receivable, financial coaching, business consulting, business succession planning, nonprofit financial management, tax credits and incentives, and financial due diligence.
Within bookkeeping, the firm lists several industry-specific categories: retail bookkeeping, e-commerce bookkeeping, construction bookkeeping, real estate bookkeeping, and law firm bookkeeping. The firm describes its tax preparation work in terms of identifying credits and deductions that taxpayers may otherwise miss, its tax resolution work in terms of helping reduce or eliminate IRS debts legally and ethically for taxpayers who owe back taxes, and its tax planning work in terms of developing customized, year-round strategies to maximize deductions and reduce liability rather than only at the April filing deadline. The firm also describes its insurance offering as working with clients to understand their needs and provide appropriate coverage, and its credit repair and counseling service as helping clients address poor credit.
Who They Serve
Apex Advisor Group states that its tax accountants serve clients across Tampa, Brandon, Riverview, Sun City, Ruskin, Plant City, Wesley Chapel, Lithia, and the surrounding areas. The firm addresses individuals and families as well as businesses, and its bookkeeping categories indicate work with retail, e-commerce, construction, real estate, and law firm clients.
Approach and Tools
For construction bookkeeping specifically, the firm describes the work as tracking the finances of a construction business, noting challenges such as managing varied project costs, payments to subcontractors including plumbers and electricians, payroll for crews, and client payments that arrive at different project stages. It cites regulatory compliance as an added complexity, given tax rules that can vary by state or city and by project type.
The firm states that it helps construction businesses by setting up streamlined bookkeeping systems with clear categories for project costs, materials, payroll, and client payments, and by recommending tools to automate tasks. It describes recording construction expenses in detail, preparing financial reports such as profit and loss statements, balance sheets, and cash flow reports, and supporting compliance with tax laws to help clients avoid penalties or audits. The firm states that these reports are intended to help clients decide how much to bid on new projects and where to reduce costs.
In its general description, the firm references tax planning, wealth management, and retirement services, and states a philosophy of putting client needs first and increasing financial literacy and awareness among clients and the community. It also publishes blog content on topics such as retirement account tax implications and law firm bookkeeping software.
Service Area and Hours
The firm is located in Tampa, Florida, at the address listed above, and serves the surrounding communities named on its site, several of which sit within the broader Tampa metro. It lists opening hours of Monday through Friday, 9 AM to 5 PM, and states that it is closed Saturday and Sunday.
For Tampa-area individuals and businesses seeking a combination of tax preparation, accounting, bookkeeping across multiple industries including construction, and related financial and insurance services, Apex Advisor Group Inc presents a broad, multi-service local firm.