A different perspective on tax
Your tax return tells you what happened.
Tax strategy changes what happens next.
CPA-led / Former Department of Revenue auditors / Real estate & construction / Nationwide
01 / Our point of view
Most tax savings happen before the return is filed.
A tax return records decisions you’ve already made. We help you make tax-smart decisions while there’s still time to change the outcome. Your entity structure, compensation, investments and timing should work together. That takes year-round strategy — not a scramble at tax time.
02 / Built around your world
You’re building something. Your tax plan should keep up.
Business Owners
Entity structure, compensation, retirement strategies and year-round tax planning — built around where your business is going next.
Real Estate Investors
Cost segregation, depreciation, short-term rentals, real estate professional strategies and transaction planning — coordinated across your portfolio.
Construction Companies
Tax planning and accounting built around the realities of construction — equipment, depreciation, project timing, cash flow and growth.
03 / Connected expertise
One firm. The whole tax picture.
01 / Tax Strategy & Advisory
Year-round planning around your business, investments and the decisions that shape your tax outcome.
02 / Tax Compliance
Business and individual returns informed by your broader tax strategy.
03 / Cost Segregation
In-house cost segregation studies designed to identify opportunities for accelerated depreciation.
04 / Accounting & Bookkeeping
Reliable financials that give your next decision a stronger foundation.
05 / Payroll & Compliance
Payroll and compliance support that keeps the details handled as your business grows.
04 / Why Apex
We’ve seen taxes from both sides of the table.
Before building Apex, both Jonas and Anna worked as auditors for the Department of Revenue. That experience still shapes how we approach tax strategy today: finding legitimate opportunities to reduce taxes while understanding how those positions need to be documented and supported.
We know how to look for opportunity — and we know what the other side looks for, too.
Jonas LaGrew, CPA, MBT
Founder & Managing partner
Former Department of Revenue Auditor. CPA and Master of Business Taxation, with specialized experience advising business owners and real estate investors.
Anna LaGrew, MBT, PMP
CEO
Former Department of Revenue Auditor. Master of Business Taxation and PMP credentials, with financial-industry leadership and tax-operations experience.
05 / The Apex perspective
Tax strategy, explained.
The tax concepts behind smarter business and investment decisions — explained clearly by the people who work with them every day. From quick takes to deeper strategy discussions.
01 / Deep Dives
02 / Quick Takes
03 / Videos
Tax fundamentals
Why a $10,000 deduction isn’t worth the same to everyone
A deduction reduces taxable income, not your tax bill dollar for dollar. Your marginal rate matters.
Real estate
Cost segregation isn’t just about depreciation. Timing matters.
Accelerating depreciation can change the timing of deductions. Eligibility, passive activity rules and recapture still matter.
Business owners
Your S-corp salary shouldn’t be a guess.
Reasonable compensation depends on the work you do and the facts of your business, not a universal salary-to-distribution ratio.
07 / Client perspective
What proactive looks like to our clients.
“I previously worked with a large local firm who just didn’t understand all of the nuances of our entities and unfortunately they missed a lot of opportunities for write offs. Jonas is always a step ahead of us, looking for ways to save. We have a complex portfolio with multiple real estate investments and LLC businesses.”
Kelly Thomas — Google Review
“No matter how complex your finances or assets are, he and his team do a great job getting it done on time and saving you money.”
Alejandro Soto-Perez — Google Review
Your next decision deserves a strategy
Stop waiting until tax season to think about taxes.
Your best tax opportunities often happen before the return is prepared. Tell us what you’re building, what’s changing and where you’re headed next.