Orlando Kathleen

At Apex3 Financial, we are dedicated to delivering top-notch services to our clients. Our mission is to provide outstanding service due to our commitment to professionalism, responsiveness, and quality. We are a certified Women Business Enterprise by the City of Chicago and the State of Illinois.

We pride ourselves on being one of the leading small firms in the area. Our team of experts combines their knowledge and experience to ensure that every client receives close personal and professional attention. We maintain high standards to guarantee that each client benefits from the collective expertise of our team.

Our responsiveness is unparalleled. We understand that every client has unique and individual needs. Whether you're an individual, a small business, or a medium-sized enterprise, we are committed to providing you with competent advice and fast, accurate results.

Our Services

We offer a wide range of services to cater to the diverse needs of our clients. These include:

• Tax Services: We provide comprehensive tax services, including tax preparation, tax planning, and resolving tax problems. Our team is experienced in handling IRS audit representation, non-filed tax returns, back taxes owed, payroll tax problems, IRS liens, levies, wage garnishment, seizures, offer in compromise, IRS payment plans, bankruptcy, innocent spouse relief, and getting your IRS file.

• Business Services: Our business services include small business accounting, QuickBooks services, payroll and employee benefits, part-time CFO services, compilations, audits, reviews, cash flow management, bank financing, strategic business planning, succession planning, new business formation, and internal controls.

• Services for Individuals: We offer personal financial planning, estate planning, checkbook assistance, and elder care to individuals.

Our commitment to quality, professionalism, and responsiveness sets us apart from other firms. We believe in providing exceptional service to our clients and strive to build long-term relationships with them. If you're looking for a blend of personal service and expertise, you've come to the right place. Please call us today for a free consultation.