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Financial Support That Grows With You

Your financial needs change as your business grows. You may start with tax preparation and basic accounting support, then need better reporting, tax strategy, cash-flow planning, or a strategic partner who can help you make bigger decisions.

Apel offers four core service levels designed to meet you where you are and grow with you.

Tax preparation. Accounting. Tax strategy. Business advisory. CFO support.

Choose the level of support that fits your needs today, then adjust as your business evolves.

Which Level of Support Do You Need?

Personal+

Tax + Personal Financial Strategy

For individuals who want expert tax preparation plus proactive tax and wealth planning.

Starting at $225/month

Business Starter

Tax + Essential Accounting

For businesses that need reliable tax preparation and basic accounting support without a full back-office solution.

Starting at $350/month

Business+

Full-Service Accounting + Advisory

For businesses that need their accounting, payroll, reporting, and financial operations handled so they can focus on running the business.

Starting at $1,250/month

Business CFO

Strategic Financial Leadership

For established businesses that need higher-level financial guidance, planning, and decision support to navigate growth and major business decisions.

Starting at $2,500/month

Learn more about the details of each package and the potential add-ons available below.

Four Core Packages + Easy Add-Ons

Core
Packages

What's Included

Personal Tax Preparation & Tax Monitoring We take care of your federal and state returns + Stay current with federal and state tax requirements while identifying legitimate opportunities to reduce your tax burden.

Business Tax Preparation & Tax Monitoring We take care of your federal and state returns + Stay current with federal and state tax requirements while identifying legitimate opportunities to reduce your tax burden.

IRS/State Notice Support We interpret and handle any IRS or State Notices you receive so you never have to worry about dealing with tax agencies.

Secure eVault Secure online portal so you can store and access your critical documents anywhere in the world.

Team Support Year-round access to our support team for basic questions and assistance.

Elite Tax Savings Our team tracks and analyzes each component of your financial world to create a custom tax savings plan that helps ensure you pay only what you legally owe.

Priority Advisor Support Priority access to our Senior advisor team for meetings, questions, or support. Exclusive text hotline for urgent needs and escalated response times.

Strategic Money Coaching Net Worth Analysis, Budget Analysis, Financial Threats Analysis. We provide a second look and unbiased opinion for all aspects of your wealth plan to ensure your interests are being protected.

Premium Accounting Management We handle all your accounting, payroll, on-going compliance filings, and reporting so you can see a real-time snapshot of how your money is flowing through your financial world.

Legacy & Family Office Planning We ensure you have the needed Wills, Trusts, Estate documents, Health Care Directives, and end-to-end alignment with all areas of your wealth to protect your legacy and the people closest to you.

Strategic CFO Advisory Strategic financial guidance for business owners making important decisions around growth, profitability, cash flow, taxes, capital, and long-term planning.

Capital Deployment Analysis & Structuring We review, optimize, and document recommendations for all the tax, cashflow and risk aspects of financial opportunities.

Business Growth Strategy Profit Planning & Business Success Strategies. We'll show you how to leverage your current earnings to continue building your income & asset streams for the future.

Business Starter

For businesses that need expert tax prep & basic accounting support.

From
$350/mo

Business +

For businesses that need full-service accounting and back-office.

From
$1,250/mo

Business CFO

For larger businesses. CFO support to accelerate growth.

From
$2,500/mo

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Not Sure Which Level Is Right for You?

You don't need to figure that out before you talk to us.

We'll look at your business, current financial systems, goals, and the level of support you actually need. Then we'll recommend the approach that makes sense for your situation.

You may need more support in one area and less in another. That's okay.

Book a Strategy Call

Additional Services

Easy Add Ons

Sometimes you need a specific project or specialized support rather than an ongoing package.

These services can be added to an existing relationship or purchased separately, depending on your needs.

  
        Expert Add-Ons
        
        Price
          
            Details
      
         New Business Setup Package Price Details

 New Business Setup Package 
 
     From $5,500
     One Time
      State Entity Formation & EIN Filing
          S-Corp Election with IRS
          Reasonable Compensation Analysis
          Accounting Systems & Payroll Setup
          Basic Annual Compliance Support
      
         Investment Opportunity Review Price Details

         Investment Opportunity Review 
        From $2,500
        One Time
        Help analyzing the strategic & financial components of potential investment opportunities to maximize your tax savings and protect your interests. 
      
         Secure Digital Collaboration Price Details

         Strategic Tax Consultation 
        
        From $1,250
        One Time
        Includes - 2hr consult, one tax projection, strategy recap, and documented action plan.
      
        Tax Strategy Implementation Support Price Details

         Tax Strategy Implementation Support 
      From $10,500
        One Time
        Done-for-You Implementation for all action steps in your custom tax reduction strategy.
      
         One-Time Personal Tax Prep & Filing Price Details

         One-Time Personal Tax Prep & Filing
 From $1,550
        One Time
        Includes a Federal Tax Filing and up to 3 State filings.
      
        One-Time Business Tax Prep & FilingPrice Details

        One-Time Business Tax Prep & Filing 
        From $2,200
        One Time
        Includes a Federal Tax Filing and up to 3 State filings.
      
        Automated Accounting Price Details

        Automated Accounting 
      From $650
    Per Month
        Done-for-You Accounting (up to 4 business Credit Cards or Bank Accounts)
      
        Accounting Clean Up Price Details

        Accounting Clean Up
        From $1,150
               Per Month for each month you're behind.
            Help getting your business books up to date and your financial reporting accurate so your business can be healthy again.
      
         IRS/State Rapid Tax Debt Relief Price Details

         IRS/State Rapid Tax Debt Relief 
         From $7,500 
        One Time
              Need help with an IRS issue or tax debt? We can jump in an protect you + create a best-outcome plan to minimize what you owe and get you back on track. 
      
        Forensic Accounting & Due Diligence Management Price Details

        Forensic Accounting & Due Diligence Management 
        From $12,500
        One Time + Travel
        Business Partnership Agreements, Investor M&A, Divorce & Child Support,etc.
      
         Estate & Family Documents Setup Price Details

         Estate & Family Planning Coordination 
        From $7,500
        One Time
        Simple estate plan review. Documents include: Revocable Living Trust, Pour-Over Will, AHCD, DPOA, and Life Insurance Recommendation.

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Is Apel a Good Fit for Your Business?

We primarily work with owner-led service and professional businesses, particularly businesses generating approximately $500K–$10M+ in annual revenue.

We work with business owners who want more than compliance. They want to understand their numbers, plan ahead, reduce unnecessary taxes, and make better financial decisions.

Not sure if we're the right fit? Let's talk.

Book a Free Strategy Call

Your Business Deserves More Than a Tax Preparer.

Get a financial partner who understands the numbers, the strategy, and the bigger picture.

Download the Client Guide