Our name, Verity Apex, merges two powerful concepts that embody our mission: "Verity" signifies truth and integrity, while "Apex" represents the highest point or peak. This name reflects our dedication to achieving the "peak of truth" in financial consulting and tax planning. We ensure our clients reach the best possible financial outcomes through expert tax strategies, integrity, and honesty. As your trusted advisors, we guide you to ascend to the apex of your financial potential by uncovering the truth about your tax situation and delivering the most effective tax savings strategies that allow you to retain more of the money you earn.
Unleash the wealth and potential of your small business with Verity Apex! We provide focused, proactive tax planning and expert tax strategies to help you retain more of the money you earn.
While most tax professionals concentrate on past compliance, our approach is centered on proactive planning. We assist small and medium-sized businesses, as well as high-net-worth individuals, in implementing effective tax savings strategies to maximize their resources. Our world-class financial consulting services are delivered with a championship culture rooted in mutual respect and trust. Our goal is to help you 'hit for the cycle' with a customized plan of proactive tax strategies that save you money on both personal and business taxes.
We envision a world where the wealth and potential of small businesses is fully unleashed, empowering owners, employees, and stakeholders to achieve even greater success.
Unlike most tax and accounting professionals who focus on history and compliance, Verity Apex prioritizes helping our clients "hit for the cycle" through customized tax planning strategies. We offer expert tax strategies and best-in-class financial consulting services aimed at maximizing your tax savings and supporting your business growth:
• Tax Planning & Prevention: Our experts implement proactive tax planning to minimize liabilities and boost profitability.
• Financial Consulting: We provide tailored financial consulting advice to optimize your business operations and enhance your personal wealth.
• Tax Assessment: We perform an initial evaluation of your past and current tax situation, creating a personalized plan for both personal and business tax strategies that deliver significant tax savings results. We call this Promises Made!
• Past Years: We can amend past tax returns for prior years, potentially resulting in a refund or credit balance with the IRS, including a historical look-back and carry-forward analysis.
• Current and Future Planning: Our tax planning and advisory services for the current year include entity optimization and reasonable compensation studies, along with strategies for future tax planning and quarterly estimated taxes.
• Advanced Strategies: We offer advanced tax savings strategies like Research and Development Tax Credits (R&DTCs), Self-Directed IRAs (SDIRA), and Oklahoma Domiciled Captive Insurance.
• No retainers, only results. Our success fees are a fraction of the savings we generate, ensuring exceptional value for our clients as we identify "found money" based on real, measurable tax savings.
Your Roadmap to Tax Savings – At Verity Apex, our goal is to earn your trust and confidence by delivering measurable results through expert tax strategies. Our financial consulting process is designed to be collaborative and transparent, ensuring you understand every step of the journey to maximizing your tax savings strategies.
1. Initial Tax Assessment: We start with a free, no-obligation tax assessment to estimate potential tax savings. You will receive a report we call "Promises Made" that highlights our findings.
2. Information Gathering: We'll request you to provide essential documents, including your last three business and personal tax returns, recent 941s, and your current year-to-date P&L and Balance Sheet.
3. Strategy Meeting: We'll arrange a meeting to review our comprehensive tax savings analysis and present a customized 24-month tax planning strategy tailored to your needs.
4. Implementation: When you're ready to proceed, we'll send over a signed NDA and a secure link for you to upload your documents safely.
5. Success-Based Fees: Our success fee is based on the money we save you, with no upfront costs. This means our fees come from "found money," ensuring that the savings stay in your bank account.
At Verity Apex, our business philosophy emphasizes serving rather than simply selling. We focus on creating measurable value through expert tax strategies for our clients, partners, and collaborators, always keeping their long-term best interests at the forefront. Our processes and systems are designed to create Raving Fans by:
1. Delivering innovative, scalable, and reliable tax advisory services rooted in the US Tax Code, ensuring our clients benefit from effective tax planning and tax savings strategies as we support them every step of the way.
2. Fostering a championship culture among our team and partners, founded on mutual respect, open communication, and vulnerability, while consistently delivering results for our clients.
3. Implementing robust technology and tools to enhance our efficiency, reinforce our commitment to continuous improvement, and improve outcomes for our clients in the realm of financial consulting.
4. Actively listening to our clients, we are customer-focused, striving to understand your needs and provide clarity and hope, aligning our strategies with your goals and supporting your long-term best interests.