Bill & John began their financial services careers in 1993 where they worked for an investment and insurance company affiliated with one of the worlds largest financial institutions at the time. They realized that most investment professionals were not allowed to offer their clients tax advice and felt that this was detrimental to the clients and their families. In 2001, they began working for a new firm which allowed them to provide tax services along with investment advice. In 2004, they decided to start their own firm, Apex Tax Advisors, LLC. By forming Apex Tax Advisors, LLC, Bill and John were finally able to fully integrate tax planning with investment advice that is tailored to fit each individual clients needs for now and the future. At Apex Tax Advisors, we are dedicated to keeping up with any changes in the law that will affect our client's taxes and investments. Our firm attends numerous continuing education seminars throughout the year. Both Bill and John are active members in the National Association of Tax Professionals ( NATP ) as well as the Financial Planning Association ( FPA ). Both Bill and John are CERTIFIED FINANCIAL PLANNER practitioners. John has attained his Enrolled Agent designation issued by the Internal Revenue Service.
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