Tax Preparation

Apex Legacy Trust provides tax preparation services for individuals and a variety of entity types.

Individual Returns

• Form 1040

Entity Returns

• Form 990 series (nonprofit organizations)

• Form 1041 (estates and trusts)

• Form 1120 (C corporations)

• Form 1120-S (S corporations)

• Form 1065 (partnerships)

Compliance Filings

• Assistance with required compliance filings with the California Secretary of State

• Assistance with sales and use tax filings with the California Department of Tax & Fee Administration (CDTFA)

Tax preparation services are provided for compliance purposes and do not constitute legal advice.

tax consulting

• Consulting services designed to help individuals and businesses better understand their tax obligations and general options available under current tax rules.

• Services may include reviewing tax situations, identifying compliance considerations, and explaining the potential tax implications of existing tax arrangements, based on information provided by the 

Tax consulting services are provided for informational and compliance purposes and do not constitute legal advice.

tax resolution

• Tax resolution services for individuals and businesses seeking assistance with unresolved federal tax matters.

• Services are performed by an IRS-authorized Enrolled Agent and may include assisting with IRS correspondence, preparation and submission of resolution requests, and communication with the IRS as permitted under federal tax regulations.

• Support with payment arrangements, penalty relief requests, and other resolution options based on the taxpayer’s specific situation and compliance status.

Apex Legacy Trust does not provide legal advice. All services are provided within the scope of federal authorization applicable to Enrolled Agents.