Featured
IRS Penalty Abatement: How to Qualify and What to Request
IRS penalties can be reduced or eliminated entirely if you know what to ask for. Here's how first-time penalty abatement and reasonable cause relief actually work.
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Certified Public Accountant
Certified Public Accountant and former IRS Revenue Agent with deep federal tax operational knowledge. Every strategy built on precision, compliance, and measurable outcomes.
Proactive Tax Foresight
Identifying audit risks and tax-saving opportunities 12 to 18 months before they materialize. Strategy informed by operational knowledge of federal processes.
Unified Strategy, Personalized Attention
One CPA managing your complete tax picture. Business and personal, federal and state. Personalized strategy built around your unique financial situation.
What Our Clients Say
“David Mata, Apollo Tax Consulting, doesn’t just prepare taxes; he helps business owners stay organized, plan ahead, and feel more confident about the financial side of their business. At Apollo Tax Consulting, he creates peace of mind and stronger financial foundations so owners can focus on growing their business.”
Laura Lasher
Worth Performance Group
Your Integrated Tax Strategy
From tax preparing to proactive tax planning and wealth engineering to generate measurable tax benefits.
Flagship
Tax Preparation and Planning
Strategic filing paired with year-round planning to minimize what you owe before you owe it
See What's Included
Foundation
Bookkeeping
Categorization, monthly financials, and a dedicated monthly session to review your books
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Resolution
Tax Compliance Services
Back taxes, unfiled returns, and IRS collection issues resolved — with a clear path to good standing
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Strategic
Proactive Tax Engineering
Integrated entity structuring, deduction mapping, and Measurable Tax Benefit
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How I Engineer Your Advantage
A proven three-step process designed to turn tax complexity into a measurable, strategic advantage.
Share Your Information
Submit your documents through the Client Portal, sign your engagement letter, and schedule your initial consultation. All in one streamlined onboarding. Direct expert access from day one.
Tax Preparation
I review your business bookkeeping, clean up where needed, and prepare your return with accuracy and forward-looking strategy built into every line.
Review and E-File
Your draft return is reviewed together in detail. Once you approve, I e-file on your behalf. No surprises, no loose ends.
Share Your Information
Submit your documents through the Client Portal, sign your engagement letter, and schedule your initial consultation. All in one streamlined onboarding. Direct expert access from day one.
Tax Preparation
I review your business bookkeeping, clean up where needed, and prepare your return with accuracy and forward-looking strategy built into every line.
Review and E-File
Your draft return is reviewed together in detail. Once you approve, I e-file on your behalf. No surprises, no loose ends.
Tax Insights
Proactive Tax Strategy Insights
Frameworks and strategies from a CPA with federal tax experience and a focus on forward-looking planning.
Featured
How the One Big Beautiful Bill Changes Taxes for Families
The One Big Beautiful Bill Act raised the Child Tax Credit, increased the SALT cap to $40,000, added deductions for tips, overtime, seniors, and auto loan interest. Here's what families need to know and act on before year-end.
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Featured
The One Big Beautiful Bill: What It Actually Changes for Your Taxes
The One Big Beautiful Bill Act permanently extended TCJA tax cuts, restored 100% bonus depreciation, raised the SALT cap, and added new deductions for tips, overtime, and seniors. Here's what changed and how to plan around it.
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Your Strategic Partner
Personalized tax strategy built around your unique financial picture. My approach combines proactive planning with hands-on attention to every detail.
Built for Your Ambition
Professionals
W2 earners, remote workers and equity compensation recipients who want a unified strategy across employers, equity, and personal wealth.
Business Owners
Independent contractors, consultants, and freelancers ready to measure their Tax Benefits through integrated business-personal strategy.
Active Investors
Real estate professionals, investors, crypto holders, and portfolio managers seeking proactive, portfolio-aware tax engineering and year-round advisory.