THE PEOPLE BEHIND APEX
Good strategy starts with the people behind it.
Tax strategy, accounting and compliance require more than technical knowledge. They require people who understand the businesses, investments and decisions behind the numbers. Meet the team bringing that perspective to Apex.
LEADERSHIP
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 continues to shape how Apex approaches tax strategy, documentation, client relationships and the decisions that affect a taxpayer’s financial picture.

Jonas LaGrew, CPA, MBT
Founder & Managing Partner
Jonas brings extensive experience in taxation, strategic tax planning, and financial consulting to Apex Business Consulting. With a background spanning leading accounting firms and serving as an auditor for the Department of Revenue, he offers a unique perspective on tax strategy, compliance, and risk management. His experience on both sides of the tax system allows him to evaluate complex financial situations from multiple angles and develop thoughtful, practical strategies for his clients.
Jonas holds a Master of Business Taxation (MBT) from the University of Minnesota’s Carlson School of Management and is a licensed Certified Public Accountant (CPA) in both Minnesota and North Carolina. He specializes in tax preparation and proactive planning for individuals, business owners, and real estate investors, with particular expertise in real estate, construction, and cost segregation studies.
After relocating to North Carolina, Jonas founded Apex Business Consulting in 2020 and expanded the firm through the acquisition of Prosperity Accounting in 2021. His vision has been to build an advisory firm that goes beyond traditional tax preparation, helping clients make informed financial decisions and identify opportunities for long-term tax efficiency.

Anna LaGrew, MBT, PMP
CEO
Anna brings extensive experience in taxation, financial operations, and organizational leadership to Apex Business Consulting. With a background spanning more than a decade in the financial industry, including serving as an auditor for the Department of Revenue, she offers a unique perspective on tax compliance, business strategy, and operational excellence.
Throughout her career, Anna has led large-scale tax operations responsible for processing more than 250,000 returns annually and managed enterprise-wide transformation initiatives focused on improving processes, implementing technology, and driving organizational efficiency. Her ability to combine technical tax knowledge with strategic leadership plays a central role in shaping Apex’s growth and client experience.
Anna holds a Master of Business Taxation (MBT) from the University of Minnesota’s Carlson School of Management and is a certified Project Management Professional (PMP).
Originally from Crimea, Ukraine, Anna is fluent in Russian and can assist Russian-speaking clients.
THE APEX TEAM
The expertise behind the work.
Behind every tax return, accounting review and planning conversation is a team coordinating the details that make the larger strategy possible.

Amanda
Tax Manager
Certified Public Accountant | Certified QuickBooks ProAdvisor Based in Bismarck, ND. Amanda brings more than a decade of experience in tax preparation, accounting, and financial management to Apex Business Consulting. A licensed CPA since 2011 and a Certified QuickBooks ProAdvisor since 2017, she has worked with multiple CPA firms and served as a Controller, developing a strong foundation in financial reporting, tax compliance, and business accounting. Amanda earned her Bachelor of Science in Accounting from the University of Mary in Bismarck, North Dakota, after initially pursuing studies in health and wellness. Her diverse professional background brings a well-rounded perspective and a practical, detail-oriented approach to serving clients.

Ekaterina (Katya)
Business Initiatives Managers
Based in Charlotte, NC. Ekaterina brings a diverse background in business operations, strategic growth, and organizational development to Apex Business Consulting. With experience supporting businesses, entrepreneurs, and professional organizations, she combines creative problem-solving with a practical approach to improving processes and driving initiatives forward. At Apex, she focuses on business initiatives that strengthen operations, support growth, and enhance the overall client experience. Her entrepreneurial background and involvement in Charlotte's business community bring a collaborative, forward-thinking perspective to the team.

Alona
Tax Associate
Based in Charlotte, NC. Alona has been an integral part of Apex Business Consulting since 2023, specializing in tax preparation and compliance. She plays an important role in helping individuals and business owners navigate their tax filing obligations with accuracy, organization, and attention to detail. Through her work at Apex, Alona has developed a strong understanding of tax preparation processes, documentation requirements, and the complexities involved in preparing accurate returns. Her meticulous approach, dedication to continuous learning, and commitment to quality contribute to the firm's high standards of service. Alona brings a collaborative mindset and a detail-oriented approach to her work, supporting Apex's mission to deliver reliable tax compliance services while helping clients build a foundation for proactive tax planning.

Nataliya
Tax Associate
Enrolled Agent | Accounting Professional Based in Charlotte, NC. Nataliya brings experience in bookkeeping, accounting, and financial operations to Apex Business Consulting. With a background in general ledger accounting, financial recordkeeping, and client-facing financial processes, she understands the importance of maintaining accurate, organized financial information. Nataliya studied at the University of North Carolina at Charlotte and has continued expanding her technical knowledge through professional education, including training in business taxation. Her attention to detail, commitment to accuracy, and collaborative approach support Apex's focus on reliable accounting and a strong foundation for effective tax planning. Fluent in English, Ukrainian, and Russian, Nataliya brings a valuable international perspective to the Apex team.

Helen
Senior Accountant
Chartered Accountant | ICAEW ACA Based in Charlotte, NC. Helen brings nearly 30 years of experience in accounting, auditing, tax preparation, and financial management to Apex Business Consulting. She began her career at Deloitte in Manchester, England, where she earned her Chartered Accountant qualification in 1998 after graduating from the University of Warwick with a degree in Mathematics, Operational Research, Statistics, and Economics. Throughout her career, Helen has developed extensive expertise across a diverse range of industries, including real estate, construction, regulated utilities, and nonprofit organizations. Her experience spans financial reporting, bookkeeping, tax compliance, financial analysis, and auditing, as well as accounting software implementations, data conversions, and team training. Originally from England, Helen moved to the United States in 1999. Her international background, technical expertise, and broad industry experience bring a valuable perspective to the Apex team.

Lorrie
Accountant
Based in Charlotte, NC. Lorrie brings a thoughtful, detail-oriented approach to her work at Apex Business Consulting. She values clear communication, organization, and building positive relationships with clients and colleagues. At Apex, Lorrie contributes to a collaborative team environment focused on delivering reliable service, maintaining high standards, and helping clients feel supported throughout their experience with the firm.

Yana
Tax Associate
Based in Charlotte, NC. Yana brings over eight years of accounting and financial reporting experience to Apex Business Consulting, with a professional background spanning both international and U.S. accounting practices. She holds an ACCA Diploma in International Financial Reporting (DipIFR) and has extensive experience in bookkeeping, financial reporting, account reconciliations, and financial record management. Before joining Apex in 2024, Yana spent more than six years as an accountant in Ukraine, managing financial reporting, regulatory submissions, and financial documentation. At Apex, she focuses on bookkeeping, bank reconciliations, accounts payable and receivable, and supporting individual tax preparation. Her international experience, technical accounting knowledge, and attention to detail contribute to Apex's commitment to accurate financial reporting and reliable tax compliance.

Tatyana
Bookkeeper
Bookkeeping Specialist Based in Minneapolis, MN. Tatyana brings 25 years of accounting and financial management experience to Apex Business Consulting. She holds a Bachelor's degree in Accounting and Finance from Metropolitan State University in Minnesota and has worked across a variety of industries, including nonprofit organizations, manufacturing, and gaming. Throughout her career, Tatyana has developed extensive expertise in bookkeeping, financial reporting, and financial analysis. At Apex, she focuses on maintaining accurate financial records, supporting day-to-day accounting operations, and helping business owners establish a reliable financial foundation for informed decision-making and effective tax planning. Fluent in Russian, Tatyana also provides valuable support to Russian-speaking clients, combining her technical expertise with a personalized, detail-oriented approach to client service.
MORE THAN INDIVIDUAL EXPERTISE
A strong tax strategy takes a coordinated team.
Tax planning, compliance and accounting don’t operate independently. The quality of the work depends on the information, communication and coordination behind it. Our team brings those pieces together so clients can make decisions with a more complete understanding of their financial picture.
TECHNICAL EXPERTISE
Tax knowledge and attention to the details behind reporting and strategy.
COORDINATION
Connecting accounting, tax preparation and advisory work.
Clear communication, organized processes and thoughtful support.
WORK WITH APEX
The right expertise makes a difference. So does the team behind it.
Whether you’re navigating a growing business, real estate investments or a more complex tax situation, the first step is finding out whether Apex is the right fit.