Professional credentials
Every certification below is independently verifiable through the issuing organization: click a badge to check it in the registry that issued it.
Do not take my word for it
A new business cannot show you ten years of reviews. Every credential on this page is in a public registry you can search right now.
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The QuickBooks certifications on this page
Search my name in Intuit's public ProAdvisor directory. quickbooks.intuit.com/find-an-accountant (opens in a new tab)
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The business is a registered California LLC
- Apex Bookkeeping & Financial Solutions LLC
- California entity number 202565216620
- Registered 8 January 2025, status Active
Search the entity number at the California Secretary of State. bizfileonline.sos.ca.gov (opens in a new tab)
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Tax preparer registration and the $5,000 bond
- California requires paid tax preparers to register with the California Tax Education Council and to carry a $5,000 surety bond.
- CTEC registration A358537
- Surety bond number 101446922
Look up any preparer, including me, in the CTEC register. ctec.org/taxpayers/find-verify-preparer (opens in a new tab)
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Paid preparer identification with the IRS
- The IRS issues a Preparer Tax Identification Number to everyone paid to prepare a federal return and publishes a searchable directory.
Search the IRS directory of federal tax return preparers. irs.treasury.gov/rpo (opens in a new tab)
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Education and the project management credential
- Bachelor's degree in accounting
- Accounting Certificate
- PMP® Professional Certification, Project Management Institute
Transcript and certificates sent on request, before you hire me. contact@apexbfs.com
A surety bond is a financial guarantee required of California tax preparers. It does not imply licensure or endorsement by the State of California.
A PTIN is an IRS identification number required of every paid tax return preparer. It does not constitute an endorsement of accuracy or qualifications by the Internal Revenue Service.