APC Financial Group Ltd

Another pain free tax season in the books! APC Financial has provided us with carefree tax prep and financial planning services for years. Tony and his staff are always available to patiently answer questions, explain alternatives and provide expert advice, making us feel as if we are their only and most important client. Looking towards retirement, we are confident that the guidance we receive from APC will help position us well to achieve our future goals. We are lucky to have APC as a partner on our financial journey.

WHOA! Talk about great service! I just got my tax return and surprise. APC found more deductions than I ever knew about. Being self-​employed, the new health care forms were very confusing to me. APC shared a few good tools so that I could learn about how to deal with the ACA rules and guidelines. Even though I am not at a point in my life that I have money to put aside in a big investment plan, APC provided me with the information I need so I can understand how to start. Monthly newsletters have been really interesting and always teach me something that I don’t know about money. Their whole team from the receptionist to the owner really cares about my success. The environment is friendly and professional. I highly recommend APC for tax advice or financial planning. They are the best!

I would highly recommend you look somewhere else for an accountant. Tony is a nice guy when you meet with him but that’s when the good service stops. My wife and I met with him in person about my business and our personal accounting needs. He assured us that he could take care of everything and would email me in the next few days. I never heard from him again. I sent him 3 emails with no response. We sure do get A LOT of spam email from him though! Mary seems to be the one who does everything in that office. She’s very good at responding to us but there seems to be a communication gap between her and Tony as she would never know what we had previously discussed with him. This is so frustrating to deal with! Tony initially set me up with an LLC, letting us know that it would cost $ 250. We got a bill a week later for over $ 700. When we asked Mary why it was so much more than what Tony quoted us she said, «that’s just what it cost.» Tony’s recommendation of how to set up my business was dead wrong and is costing us thousands of dollars this tax season. When we asked about it, Mary says, «this is why we need to get you set up as an S Corp. right away.» That was exactly why we went to APC Financial but Tony recommended against it. When we called to ask Tony about this he said that he would check his notes and call us back. We got an email from Mary the next day saying that he was busy and wouldn’t be returning our call, apparently ever. After some research on my own I found a way to lower our tax bill this year by $ 3000. I thought I was probably wrong or it wasn’t the right way to do it so we called Mary to verify. Sure enough I was right! When asked why her or Tony didn’t catch it or offer it to us, her response was, «well sometimes we miss things like that when we’re in a hurry.» We let them know right then that we will not be using them anymore and I recommend you don’t either.