We combine Big Four expertise with the personalized service your business deserves. From tax planning to IRS representation, Apex Tax Advisors is your year-round financial partner.
From personal returns to complex business tax strategy, we provide the full spectrum of tax and accounting services.
Accurate, maximized returns for W-2 employees, retirees, investors, and anyone with complex personal tax situations.
Learn MoreComprehensive business tax preparation for LLCs, S-Corps, partnerships, and sole proprietors. We minimize your liability legally.
Learn MoreProactive year-round tax planning to reduce your burden before tax season arrives. Quarterly reviews and projections included.
Learn MoreClean books, timely payroll, and financial clarity. We handle the numbers so you can focus on growing your business.
Learn MoreFacing an audit, notice, or dispute? Our enrolled agents represent you before the IRS and state agencies with confidence.
Learn MoreProtect your legacy with strategic estate and trust tax planning. We help families minimize estate taxes and transfer wealth efficiently.
Learn MoreSee how much you could save with professional tax planning and preparation.
Estimated Annual Tax Savings
$2,400 — $6,800
* Estimates based on average client savings. Actual results vary.
Apex Tax Advisors was founded in 2004 by Sarah Mitchell and James Chen, two former Big Four accountants who saw an opportunity to bring enterprise-level tax strategy to small businesses and individuals in the Charlotte area. After years of serving Fortune 500 clients at Deloitte and PwC, they realized the same sophisticated planning techniques could save small business owners thousands of dollars each year.
Today, Apex serves over 500 businesses and 1,200 individual clients across North Carolina, South Carolina, and Georgia. Our team of licensed CPAs and Enrolled Agents provides year-round support — not just during tax season. We believe in proactive planning, transparent pricing, and building long-term relationships with every client who walks through our door.
Managing Partner
Business Tax Strategy & Entity Structuring
Former Deloitte senior manager with 14 years of experience.
Tax Director
IRS Representation & Complex Returns
Former PwC tax specialist, IRS Enrolled Agent.
Senior Tax Advisor
Small Business Bookkeeping & Payroll
10+ years helping small businesses stay compliant and profitable.
We deliver the expertise of a national firm with the care of a trusted neighbor.
Our founders brought Deloitte and PwC experience to Charlotte, applying enterprise tax strategy to businesses of all sizes.
We are not a seasonal firm. Your dedicated advisor is available 12 months a year for questions, planning, and peace of mind.
We find savings before you ask. Quarterly reviews ensure you never miss a deduction or face a surprise at filing time.
No surprise bills. We quote a fixed fee upfront so you always know what to expect. No hourly billing, no hidden charges.
Don't wait until the last minute. Schedule your appointment now and ensure maximum deductions.
Real results from real Charlotte businesses and individuals.
Apex found deductions our previous accountant completely missed. They restructured our entity type and saved us a fortune. I only wish we had found them sooner.
David Thompson Thompson's Kitchen & BarSaved $12,400 in our first year
As a freelance consultant, I was overwhelmed by quarterly estimates and self-employment tax. Apex simplified everything and actually reduced what I owe. They are worth every penny.
Lauren Patel Patel Consulting GroupSaved $8,200 annually
I had three years of unfiled returns and was terrified of the IRS. James and his team handled everything professionally and got my penalties reduced by 60%. Absolute lifesavers.
Michael Rivera Individual ClientPenalties reduced by $6,800
Answers to the questions we hear most from new clients.
Your first consultation is free. Let's discuss how we can help.
Address
1420 East Boulevard, Suite 200
Charlotte, NC 28203
Phone
(704) 555-1234Hours
Monday – Friday: 8:00 AM – 6:00 PM
Saturday: 9:00 AM – 1:00 PM (Tax Season)