Peace of mind you can count on.

As one of our clients you're in great company which includes successful, closely held businesses and entrepreneurs across a broad range of industries.

The complications and details of your taxes and accounting are things you shouldn't have to worry about.


Alan is committed to helping his clients develop sound long-term business and tax strategies.


Tax planning for closely held businesses and advising our clients on tax related matters such as; leases, purchases, sales, etc.


In order to seamlessly fulfill our client service needs, Apogee has internal and independent referral resources.