A CPA Firm Built on Trust & Expertise
Apex North CPA was founded with a single mission: to provide small businesses and high net worth individuals with the same caliber of tax and accounting expertise that was once reserved for large corporations.
Over 15 years, we have grown into a full-service CPA firm serving clients across the United States — handling everything from everyday bookkeeping to complex international tax matters.
From a Single Office to a Nationwide Practice
Apex North CPA was established by a team of experienced CPAs who saw a gap in the market: small business owners and high net worth individuals were underserved by large accounting firms that prioritized corporate clients, and underequipped by generalist tax preparers who lacked the depth to handle complex situations.
We built Apex North to fill that gap — combining the expertise of a large firm with the personal attention of a boutique practice. From day one, our focus has been on building long-term relationships with clients, not just processing returns.
Today, we serve clients in all 50 states, with particular depth in state and local tax (SALT) compliance, international tax planning, entity structuring, and IRS representation. Whether you are a sole proprietor filing your first business return or a high net worth individual with foreign assets and complex reporting requirements, we have the experience to help.
Team Credentials
- Certified Public Accountant (CPA)
- IRS Enrolled Agent (EA)
- QuickBooks ProAdvisor
- AICPA Member
- State & Local Tax (SALT) Specialist
- International Tax Compliance
Services We Offer
- Tax Planning & Preparation
- Business Accounting
- Payroll Services
- Entity Structuring
- State & Local Taxes
- International Tax
- IRS Representation
Our Core Values
Integrity First
We hold ourselves to the highest ethical standards. Every recommendation we make is in your best interest — not ours.
Deep Expertise
With 15+ years of experience across tax, accounting, and international matters, we bring real-world knowledge to every engagement.
Nationwide Reach
We serve clients across the United States — from small business owners to high net worth individuals with complex cross-border needs.
Client-Centered
We take the time to understand your full financial picture before offering advice. You are never just a file number here.
Your Data Is Protected at Every Step
We use SecureFile — an industry-leading encrypted document exchange platform — to ensure your sensitive financial documents are protected and accessible only to you and your authorized advisors.
- 256-bit SSL encryption on all document transfers
- Secure client portal for document sharing
- No sensitive data stored in plain text
- Compliant with IRS data security standards
All client documents are exchanged through our encrypted SecureFile portal — the same standard used by thousands of CPA firms nationwide.
Ready to Work With Us?
Schedule a free consultation and let's talk about your tax and accounting needs. No obligation — just a straightforward conversation.