Start Your Intake | Apex Financial & Tax Ops

Do not submit Social Security numbers, full tax returns, W-2s, bank account information, or sensitive financial records through this form. Document delivery instructions will be provided after your engagement is confirmed.

Please select a service above to continue.

Your Information

First Name *

First name is required.

Last Name *

Last name is required.

Email Address *

A valid email address is required.

Phone Number

Business or Entity Name (if applicable)

Tax Service Details

Tax Package *

Tax Year(s) Needed

Number of Returns

Entity Type

Outstanding IRS or State Notices?

Formation Details

Entity Type Needed

Formation Package

Brief Business Description

Deploy Details

Which Apex Deploys are you interested in? (Select all that apply)

Records & Compliance Deploy Books & Revenue Deploy Tax Deploy Payroll Deploy Client Operations Deploy Business Systems Deploy Full Business Deploy (all six) Managed Operations Deploy (fully managed back-office)

Team Size

Approximate Annual Revenue

Business Infrastructure Details

Where is the pressure showing up most in your operation?

What areas need infrastructure work? (Select all that apply)

Workflows and process documentation Compliance and record-keeping systems Client onboarding and service delivery Day-to-day operations systems Team structure and delegation

Web & Digital Infrastructure Details

What do you need built or improved? (Select all that apply)

Business website Landing page Digital intake or inquiry form Client portal Lead capture system Online customer journey

Current Website (if any)

Client & Revenue Operations Details

What needs to be built or organized? (Select all that apply)

Client onboarding system CRM setup or migration Billing and invoice system Collections and follow-up workflows Revenue tracking and reporting

Referral & Additional Notes

Were you referred by an existing Apex client?

Referring Client Name

Additional Context

Intake Received

Your intake has been submitted. Apex will review and respond at the email address you provided within one business day with confirmation and next steps.

Do not submit payment until you receive direct confirmation from Apex.

Start your Apex engagement.

Intake Received