Tax Solutions by CPA and EA
Mon–Fri: 9:00 AM–5:00 PM ETCall (727) 855-8883

Tax strategy. Business clarity.

Build on a stronger financial foundation.

Tax preparation is where we start. Strategic guidance is where you go. Vanguard Apex Tax Group brings accounting, advisory, and tax expertise together for the moments that matter.

✓CPA-directed insight. Built for enduring growth.

Trusted perspective for
complex financial lives.

CPACertified Public
Accountant
EAEnrolled Agent
Representation
SSLSecure client
portal

Client confidence

A five-star standard
for every detail.

5.0
★★★★★

Trusted by hundreds of taxpayers and business owners.

Clear advice. Careful work. A steady partner.

“I had a great experience with this company. They were professional and very helpful, and the whole process was much easier than I thought it would be. Whenever I had a question, they took the time to explain it. Really appreciate the good communication and service.”

— David L.

“I was very pleased with the service. Everything was handled quickly and I always knew what was going on. They made the whole process less stressful for me, which I really appreciated. Very happy with the service and would recommend them.”

— Lisa O.

“I really appreciate the professionalism and trust I felt with this service. I had accidentally missed an important document, but Jay followed up with me and helped get everything corrected. I’m glad he caught it and reached out instead of letting it become a bigger problem. Thank you, Jay, for being so helpful.”

— John M.

“I was really happy with the service. They handled everything quickly and were always available when I needed to ask something. I liked that they explained things clearly instead of making everything confusing. Overall, very good experience.”

— Michael R.

“I had a good experience working with VA Tax Group. From the beginning they were easy to communicate with and very helpful. They explained what documents I needed and answered my questions when I was not sure about something. The process was much easier than I expected.”

— Susan T.

“I’m very thankful for the help I received. They were patient with all my questions and paid attention to the small details. Whenever I needed help, they responded pretty quickly. Everything went smoothly and I felt comfortable knowing they were taking care of it.”

— Robert H.

“Really happy with the service. They were professional but also very easy to talk to. Everything was handled in a timely way and they kept me informed. I appreciate how simple they made the whole process for me.”

— Karen B.

“I had a very good experience with this company. Everyone was nice, professional, and easy to work with. They reviewed everything carefully and made sure I understood what was going on. It gave me a lot of peace of mind, and I’m very thankful for their help.”

— Patricia W.

“I had a really good experience with this team. Everyone was friendly and patient, and they explained things in a way that was easy for me to understand. They answered all my questions and were very helpful throughout the process. I really appreciate how much care they put into everything.”

— Daniel Kim —

“Everything went pretty smoothly with this service. They were quick to respond and kept me updated along the way. I had a few questions, and they took the time to explain everything to me. Very happy with how everything was handled.”

— Jennifer Park —

“I’m very happy with the service I received. The team was friendly and helpful, and whenever I had questions they got back to me quickly. They checked everything carefully and made the whole process much easier for me. I would definitely recommend them.”

— Steven Lee —

What we do

Expertise that meets
you where you are.

From an individual return to a growing organization, our work is designed to make the complex feel considered, clear, and under control.

01

Business Returns

Clear, compliant tax preparation for corporations, partnerships, trusts, and growing businesses.

  • Corporate & partnership returns
  • Real estate tax planning
  • Construction accounting
Learn more
02

Tax Resolution & IRS Defense

A steady advocate when tax notices, audits, or back filings require a thoughtful response.

  • IRS notices & audits
  • Back tax filings
  • FBAR & foreign reporting
Learn more
03

Strategic Advisory

Practical financial perspective for the decisions that shape your business, organization, and legacy.

  • Fractional CFO advisory
  • Bookkeeping & accounting
  • Nonprofit & church advisory
Learn more

Our perspective

Deep expertise.
Relevant context.

The best tax advice understands the world behind the numbers. We bring focused experience to the industries and structures we serve most.

Talk with our team
01Small Business
02Real estate & construction
03Delinquent tax returns
04FBAR / International compliance
05Trusts & estates
06Non-profit & church

A better first step

Let's make a plan.

No sales script. No maze of forms. Tell us a little about what you're working through and we'll take it from there.

01

Share your situation

Complete our short intake so we can arrive prepared.

02

Meet with an advisor

We'll listen, ask the right questions, and map the options.

03

Move forward clearly

Get a practical next step and a team you can trust.

Start your consultation

Client resources

Already a client?

Access your secure file drop, upload documents, or find the resource you need.

New here? Prospective clients can securely upload documents for review.

Vanguard Apex

A clearer view of what's next.

Jay Baek, CPA and EA

Meet our team

Jay Baek, CPA, EA

Vanguard Apex Tax Group

I understand the unique challenges business owners face every day because I've walked in your shoes. As both a seasoned entrepreneur and a licensed financial professional, I combine real-world business acumen with multidisciplinary expertise to deliver practical, strategic solutions.

Beyond the numbers, I genuinely love what I do. There is nothing more rewarding than using my specialized knowledge to solve complex problems and watching my clients thrive with peace of mind. Your financial clarity and long-term satisfaction are what drive my practice.

Core Services

Strategic Tax Planning & IRS Compliance: Proactively minimize your tax liability while ensuring strict regulatory adherence.

Accounting & Financial Advisory: Deliver clear, timely financial reporting to track KPIs and guide high-stakes business decisions.

Lending & Capital Financing: Navigate loan structures and secure the right funding solutions to fuel your growth.

Real Estate Advisory: Provide integrated tax, lending, and transactional guidance tailored to property investments.

Whether launching a startup or scaling an established enterprise, I serve as a dedicated long-term partner invested in your financial success.

Specialized Focus Areas: Tax Strategy & Advisory | IRS Compliance | Financial Reporting | Business Lending & Capital Formation | Real Estate Transactions

Credentials & Licenses: Certified Public Accountant (CPA) | Enrolled Agent (EA) | Licensed Loan Originator | Licensed Real Estate Agent

CPAEnrolled AgentTax & Accounting