Business Returns
Clear, compliant tax preparation for corporations, partnerships, trusts, and growing businesses.
- Corporate & partnership returns
- Real estate tax planning
- Construction accounting
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-led guidance
Built for the long view
Built for the long view
Vanguard / Apex
Est. 2024
Est. 2024
A steady hand
for complex decisions.
for complex decisions.
Trusted perspective for
complex financial lives.
Certified Public
Accountant
Accountant
Enrolled Agent
Representation
Representation
Secure client
portal
portal
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.
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
Strategic Advisory
Practical financial perspective for the decisions that shape your business, organization, and legacy.
- Fractional CFO advisory
- Bookkeeping & accounting
- Nonprofit & church advisory
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 team01Real estate
02Construction
03Nonprofits & churches
04Education & universities
05Trusts & estates
06International reporting
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.
Client resources
Already a client?
Access your secure file drop, upload documents, or find the resource you need.
Vanguard Apex
A clearer view of what's next.
Meet our team
Jay Baek, CPA, EA | 백정훈 회계사
Vanguard Apex Tax Group
Jay Baek, CPA, EA, is a trusted tax and accounting professional with specialized experience spanning taxation, accounting, lending, and real estate. His multidisciplinary background allows him to understand not only the tax implications of financial decisions, but also how those decisions affect financing, real estate transactions, and overall financial planning.
As a Certified Public Accountant (CPA) and Enrolled Agent (EA), Jay provides professional guidance in tax preparation, tax planning, accounting, IRS compliance, and tax resolution. He also has experience as a Loan Originator and Licensed Real Estate Agent, giving him valuable firsthand knowledge of the lending and real estate industries.
This combination of expertise gives Jay a unique perspective when working with individuals, investors, entrepreneurs, and business owners. He understands the field from multiple angles and can help clients better navigate the financial, tax, lending, and real estate considerations that often go hand in hand.
Jay is committed to providing accurate, practical, and reliable advice while building long-term relationships with his clients. His approach is professional and detail-oriented, with a focus on understanding each client's circumstances and helping them make informed financial decisions.
Specialized Areas: Tax & Accounting | Tax Planning | IRS Compliance & Resolution | Lending & Financing | Real Estate | Business & Individual Taxation
CPAEnrolled AgentTax & Accounting