About Apex Tax Advisors LLC

Mission Statement:  To provide our clients with sound tax preparation, advice and planning along with quality financial products that will help them to reach their goals and dreams.

Bill & John began their financial services careers in 1993 where they worked for an investment and insurance company affiliated with one of the worlds largest financial institutions at the time. They realized that most investment professionals were not allowed to offer their clients tax advice and felt that this was detrimental to the clients and their families. In 2001, they began working for a new firm which allowed them to provide tax services along with investment advice. In 2004, they decided to start their own firm, Apex Tax Advisors, LLC. By forming Apex Tax Advisors, LLC, Bill and John were finally able to fully integrate tax planning with investment advice that is tailored to fit each individual clients needs for now and the future.  At Apex Tax Advisors, we are dedicated to keeping up with any changes in the law that will affect our client’s taxes and investments. Our firm attends numerous continuing education seminars throughout the year. Both Bill and John are active members in the National Association of Tax Professionals (NATP) as well as the Financial Planning Association (FPA). Both Bill and John are CERTIFIED FINANCIAL PLANNER™ practitioners. John has attained his Enrolled Agent designation issued by the Internal Revenue Service.

William D. Madara CFP®, ChFC®  FOUNDING PARTNER CERTIFIED FINANCIAL PLANNER™ CHARTERED FINANCIAL CONSULTANT™ wmadara@apextaxadvisors.com   Bill has lived his entire life in South Jersey outside of college. He attended Cherry Hill High School West and the University of Maryland at College Park. Bill currently resides in Moorestown with his wife Susan and son Matthew. In his spare time he enjoys cycling and golf. Professional Licenses: CERTIFIED FINANCIAL PLANNER™ CHARTERED FINANCIAL CONSULTANT™ FINRA Series 6, 7, 24, 63, 65 NJ, PA, VA Insurance Producer: Life, Health & Variable Products NJ, PA Mortgage Solicitor: NJ Notary Public

John A. Miller, Jr. CFP®, EA FOUNDING PARTNER CERTIFIED FINANCIAL PLANNER™ ENROLLED AGENT jmiller@apextaxadvisors.com John has lived his entire life in South Jersey. He attended Cherry Hill High School West and Drexel University. John currently resides in Cherry Hill with his wife Joanne, son John, and daughter Josephine.  In his spare time, he enjoys spending time with his family and trying to golf. Professional Licenses:  CERTIFIED FINANCIAL PLANNER™ ENROLLED AGENT FINRA Series 6, 7, 24, 26, 63, 65 NJ, PA, TX Insurance Producer: Life, Health & Variable Products NJ, PA, TX Mortgage Solicitor: NJ Notary Public

Yolanda (Lani) Wing TAX & FINANCIAL CONSULTANT ywing@apextaxadvisors.com Lani grew up in Philadelphia and attended from Howard University in Washington, D.C. She has lived in the D.C. area and in New Jersey and worked as a Human Resources manager for various retail companies. Lani started working in the financial business in 1993 and is currently working towards her next investment license. Professional Licenses:  FINRA Series 6, 63 NJ Insurance Producer: Life & Variable Products NJ Notary Public

Lana Quattrone OFFICE COORDINATOR lquattrone@apextaxadvisors.com Lana has lived in South Jersey most of her life. She attended Highland Regional High School and Camden County College. Lana is a single mom raising one daughter Jenna, who is currently attending St. Joseph’s University. In her spare time she enjoys spending time with family and friends. Professional Licenses:  Notary Public

Diane Scaramuzzi EXECUTIVE ASSISTANT dscaramuzzi@apextaxadvisors.com Diana has lived in Mt. Ephraim since 1965 and attended Audobon H.S. She has been married to her husband Jules for 28 years and they have 2 sons, Anthony and Nicholas. Diana enjoys cooking, gardening and is a life-long Phillies Phan.

NOTE:  Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.