APEX Tax & Small Business Advisors

Name: APEX Tax & Small Business Advisors
Address: 7337 West Jefferson Boulevard, Fort Wayne, IN, 46804, US
Telephone: (260) 215-4413
Price range: $$
Rating: 5

Clear, personalized tax and small-business guidance in Fort Wayne.

5(5 reviews)

accountant

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About

APEX Tax & Small Business Advisors offers stress-free tax prep, bookkeeping, and planning for individuals and small businesses in Fort Wayne. Clients praise Barbara and Leticia for expert, clear service and one-on-one attention. They simplify messy records, maximize deductions, and provide guidance beyond taxes, with a noted commitment to supporting the community, including Latino clients.

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Location

7337 W Jefferson Blvd # 125, Fort Wayne, IN 46804, USA

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Information

7337 West Jefferson Boulevard

Fort Wayne, IN, 46804

(260) 215-4413 apex1040.com/

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Services

Tax Preparation & Filing

Professional and accurate tax preparation for individuals and businesses, maximizing deductions and ensuring compliance.

Small Business Bookkeeping

Comprehensive bookkeeping services to organize finances, clean up backlogs, and provide software training.

Financial Consulting & Planning

Strategic guidance on tax planning, financial decisions, and future growth for small businesses and individuals.

Personalized Client Support

One-on-one attention with clear communication, patient explanations, and tailored solutions for unique financial situations.

Community-Focused Services

Dedicated support for diverse communities, including Spanish-speaking clients, with culturally sensitive financial advice.

5.00 · 5 reviews

Overall rating

Taylor BURNETT

via Google

· 1 year ago

Hands down, the best tax and bookkeeping experience I’ve ever had. Barb and her team at Apex Tax made me feel so welcome from the jump—and trust me, my taxes and books were a hot mess express when I walked in. I never once felt judged or overwhelmed. Instead, they took their time, broke things down in a way I could understand, and even showed me how to use the software so I could stay on top of things on my own. Barb went above and beyond, helping me clean up 3 years’ worth of backlogged chaos. She’s patient, kind, and truly understanding—like talking to your smart, no-nonsense big sis who’s got your back and won’t let you fail. The best part? It was a one-on-one experience. I didn’t feel like just another number in line. Barb made me feel like I was her only client, giving me her full attention every step of the way. If you’re struggling with taxes, bookkeeping, or just need someone who actually cares, I 100% recommend Apex Tax. You’ll walk in stressed and walk out relieved—and maybe even a little smarter too.

Karlo Raphael Flores

via Google

· 1 year ago

Barbara at APEX Tax & Small Business Advisors is absolutely fantastic! She handled my tax preparation with incredible professionalism, accuracy, and attention to detail. From start to finish, she made the process seamless and stress-free, ensuring that every deduction and credit was maximized. What truly sets Barbara apart is her expertise and willingness to explain everything in a way that’s easy to understand. She takes the time to answer questions, provide valuable insights, and offer guidance that goes beyond just filing taxes. Her knowledge, responsiveness, and commitment to her clients are second to none. If you need a reliable, knowledgeable, and friendly accountant, I highly recommend Barbara. She’s the best at what she does, and I wouldn’t trust anyone else with my taxes!

Sandra Garza

via Google

· 1 year ago

APEX Tax & Small Business Advisors is an outstanding firm that truly goes above and beyond. Barbara and Leticia are not only knowledgeable and professional, but they genuinely care about their clients. They make the tax process easy to understand and stress-free, but their support doesn’t stop there. They also provide valuable guidance beyond taxes, helping small businesses and individuals navigate financial decisions with confidence. Their dedication to the Latino community is especially commendable. They actively support and uplift those they serve. If you’re looking for experts who truly have your best interests at heart, APEX is the place to go!

Joey Rubalcada

via Google

· 2 years ago

⭐️⭐️⭐️⭐️⭐️ I recently had the pleasure of working with Barbara Mendez at Apex, and I couldn't be more impressed! From the moment I walked in, I felt welcomed and valued. They took the time to understand my unique financial situation and guided me through the entire tax preparation process with ease. Their expertise and attention to detail gave me confidence that my taxes were in good hands. They not only helped me maximize my deductions but also shared valuable insights on tax planning for the future. Communication was clear and timely, answering all my questions and ensuring I was informed every step of the way. I highly recommend Barbara at Apex to anyone in need of tax assistance. Their professionalism and dedication to their clients truly set them apart. I look forward to working with them again next year! Thank you for making tax season a breeze year after year!

Katherine Hensinger

via Google

· 2 years ago

Barbara and her whole team are so knowledgable, professional and personable. This was my first year filing taxes as a small business and what normally would have been a very stressful time was made so easy and painless (and dare I say relaxing?!) thanks to her expertise! I would highly recommend going with Apex and plan to use them again in the future!

H&R Block at 3922 W Jefferson Blvd in Fort Wayne offers professional tax preparation and accounting services. Reviews praise friendly, knowledgeable staff and Becky Witt for quick, thorough service, with a welcoming front desk team noted as well. Most clients report peace of mind, though one review notes concerns about pricing communication.

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accountant

Fort Wayne, IN

Baden Gage & Schroeder LLC, CPA

Baden Gage & Schroeder LLC, CPA offers accounting and consulting services in Fort Wayne, IN 46804, at 6920 Pointe Inverness Way #300. Reviews highlight prompt, kind guidance and clear tax explanations, with one client noting a personal, non-transactional approach. Another review mentions communication delays. The firm provides CPA services and tax planning to support business and personal finances.

3.6(5)

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