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Apex3 Financial

Apex3 Financial

Reviews Summary

Customers consistently praise the firm for its professionalism, expertise, and attentive service. Many highlight long-term satisfaction, noting thorough tax preparation, timely responses, and valuable advice for both personal and business needs. The team is commended for making complex tax situations manageable, correcting past filing errors, and providing clear guidance. Clients appreciate the efficiency, fair pricing, and user-friendly portal. Repeated recommendations emphasize trust in the firm's accuracy and dedication to client success.

About This Listing

Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation

Contact Information

Address

10036 W 190th Pl

Mokena, Illinois 60448

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 8AM-5PM
Tuesday 8AM-5PM
Wednesday 8AM-5PM
Thursday 8AM-5PM
Friday 8AM-5PM
Saturday Closed

Customer Reviews

I had filed my own taxes previously but after making some mistakes and having to fill out correction forms with the IRS, I decided to give Apex3 a shot. Great decision on my part as Apex3 found additional deductions and assured I no longer was making mistakes. I have had a wonderful experience working with their staff (Laura and Katherine) and they are prompt responding to my inquiries. I also like the ability to file my paperwork via their user portal. I recommend their services; it has paid off for me.

Laura and her team did our taxes for the first time this year. It was very fair pricing, quick and efficient work, and they always quickly and courteously responded/communicated.

The customer service is absolutely fantastic. I?m older and the new technology can be confusing for me but Kathleen has been so great and helpful. I can never thank Apex3 enough for all the help they provide to me. Thanks for making my life so much easier.

My husband and I have been using Laura?s professional services and expertise for many years. We are always confident that she completes our returns timely even though we live out of state. She has been advising me as I am embarking on a personal business. I am happy that she is available to answer my questions and provides me great advice. I recommend Apex3 Financial for your tax preparation and tax planning strategies.

Apex3 is wonderful! I've used them for my taxes for about four years now. I started using them because my previous accountant died unexpectedly in the middle of tax season ??and Apex3 took over all of his accounts. My parents ended up going to a different person, but I stuck with Apex3 and I'm very glad I did. My taxes the last few years have been a bit complex, because I've been in and out of grad school and various part-time and full-time jobs, and living and working in various states even though Illinois

Laura and staff has been doing my taxes for a few years now since they went past my ability. She has done a great job with keeping me informed of tax and regulation changes. She actually audited a return that was already submitted and found that I had inadvertently forgot to include my real estate tax then amended my Illinois Tax Return and got money back. Very thorough indeed. Highly recommended.

Laura and her staff are great. I have been using their office for business and personal tax care and can't stay enough great things about the office. They're an integral part to my own business. I highly recommend their office for those needing the behind the scenes tax care. Then you Laura and company!

Have been going to Apex3Financial for about five years now, since my former tax person retired and recommended them. They are professional, efficient, and friendly. And of course, your taxes are done correctly, giving me one less thing to worry about.

Best tax firm ever. I?ve been dealing with Laura and her firm since 2009, For both of my businesses and my personal. Laura and her team are incredibly knowledgeable and incredibly smart and excellent at what they do.

Have been working with Apex3 for many years now with both bookkeeping services as well as tax prep. Always timely and has the attention to detail I need to run my business.

This was my first time using Apex3's services and I was extremely impressed. They were very thorough, detailed, and responsive to my inquiries. I highly recommend Apex3.

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

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