About US

I don't have anything to pitch to you about my company, other than to tell you who we are and what we do. I formed Apex Consolidated Financial Services in 1970.

 

Along the way, a few other like-minded professionals decided to work with me. From
our work, we have all learned quite a bit, and provide what we think is one
of the best services in the industry.

 

As time passed, I finished two MBAs, studied Economics, Business Administration, Financial
Planning, Strategic Investment Portfolio Design and Management.

 

As far as income tax preparation is concerned: We prepare all forms in all states.

 

Our senior tax associate is an EA (enrolled agent). I call him the guy with the Black Belt in taxes.

I hold up my end of the income tax preparation with the new designation of RTRP,
that everyone that prepares public tax returns was required to attain in 2012. There
is a lawyer that takes care of legal issues for our clients. All of us have been practicing for over 40 years. Yup, that means that those of us that have hair, have grey hair, and we earned every one.

 

The only thing that could make this happy family better is you.

 

Call me for an appointment, if you need help. Cell Phone: 602-748-3333



Hours

9:00 AM to 7:00 PM M-F 12:00PM to 6:00PM S&S

Tax Accountant, Financial Planner, Investment Advisory Representative, Realtor.

 

4350 E. Danbury Rd

Phoenix, AZ 85032

 

 Offering income tax preparation in all states and on all forms.

 

Call us at:  602-374-5545 with any questions or to schedule an appointment.

Securities offered through H.D. Vest Investment ServicesSM, Member SIPC

 

Advisory services offered through H.D. Vest Advisory ServicesSM