Looking for the Apsitaxes.com headquarters phone number USA? The Peoria, Arizona office of Asset Preservation Wealth & Tax can be contacted at 623-400-6067, while the company’s official toll-free number is 855-879-8293. Whether you need help with retirement planning, tax preparation, investment guidance, or an existing client account, knowing which number to call can save you time.
Apsitaxes.com is the official website of Asset Preservation Wealth & Tax, an American financial services business with offices across several states. Its website provides multiple regional phone numbers, which can make identifying the appropriate corporate contact confusing.
This guide brings together publicly available contact details, explains the company’s headquarters information, and shows you how to reach the right department. It also covers how to verify financial professionals before sharing sensitive personal information.
Information verified against publicly accessible company and regulatory sources on October 13, 2026. Phone availability and office arrangements may change.
Apsitaxes.com Headquarters Phone Number USA: Quick Contact Information
If you want to contact the company directly, start with the following information.
| Contact Detail | Verified Information |
|---|---|
| Company name | Asset Preservation Wealth & Tax |
| Official website | https://www.apsitaxes.com |
| Peoria office phone | 623-400-6067 |
| Toll-free customer contact | 855-879-8293 |
| General Arizona contact | 602-449-0146 |
| Peoria office address | 16150 N Arrowhead Fountains Center Dr, Suite 200, Peoria, AZ 85382 |
| Primary service area | United States |
| Business category | Financial planning, retirement and tax services |
| Online contact | https://www.apsitaxes.com/contact |
The Peoria location is identified as a corporate headquarters on the company’s official locations page. However, the same page also uses the term “corporate headquarters” for its Gilbert and Goodyear offices, so Peoria should not be described as the company’s only headquarters without additional confirmation.
For the most reliable contact information, use the company’s official contact page instead of relying exclusively on third-party business directories.
Where Is Apsitaxes.com Headquarters Located in the USA?
Asset Preservation Wealth & Tax has a significant presence in Arizona, particularly around the Phoenix metropolitan area. Its Peoria office is one of the locations publicly associated with the company’s headquarters operations.
Peoria Headquarters Office Address
Asset Preservation Wealth & Tax
16150 N Arrowhead Fountains Center Dr
Suite 200
Peoria, AZ 85382
United States
Office phone: 623-400-6067
The company’s Peoria location page independently lists this address and phone number. It also describes the office as serving clients in Peoria, Glendale, Sun City, Surprise, and surrounding West Valley communities.
This is a useful starting point for anyone searching for the Apsitaxes.com corporate office address or trying to arrange an appointment with an Arizona-based financial advisor.
Why Do Different Websites List Different Headquarters Addresses?
You may encounter business listings that identify Peoria, Surprise, Phoenix, or another Arizona location as the company’s headquarters.
For example, some third-party corporate databases associate Asset Preservation Wealth & Tax with older addresses in Surprise, Arizona. Other databases identify the Arrowhead Fountains Center location in Peoria.
These differences do not necessarily indicate separate businesses. They may reflect historical office locations, changes in business operations, or records that have not been updated.
The company’s own website introduces another complication: its locations page uses headquarters-related language for several Arizona offices. Therefore, the most practical approach is to verify the intended office directly before sending documents or traveling there.
What Is Apsitaxes.com and What Does the Company Do?
Understanding the business behind a phone number helps you reach the right professional.
Asset Preservation Wealth & Tax provides financial services focused on retirement income, wealth management, tax planning, and asset protection. The company presents its approach as combining different elements of a client’s financial situation rather than addressing every financial decision separately.
Its website describes services for individuals and families who want assistance managing their finances before and during retirement.
Retirement Planning and Income Strategies
Retirement planning involves more than accumulating money in a savings account.
Asset Preservation offers services intended to help clients evaluate retirement savings, investment arrangements, income needs, and financial risks. Someone approaching retirement might contact the company to discuss whether their current savings and expected income align with their long-term plans.
The suitability of any retirement strategy depends on individual circumstances, including age, expenses, existing assets, taxes, and risk tolerance.
Tax Preparation and Tax Planning
The company’s tax services page distinguishes between preparing a tax return and developing an ongoing tax strategy.
Tax preparation generally concerns completing and filing required returns. Tax planning examines how financial decisions may affect future tax obligations.
Clients may wish to discuss retirement distributions, taxable investment income, or the potential tax consequences of moving money between retirement accounts.
These questions can have substantial financial consequences. Request advice from an appropriately qualified professional before making decisions.
Wealth Management and Investment Guidance
Wealth management may involve coordinating investment decisions with retirement goals, estate arrangements, and cash-flow requirements.
The company discusses financial planning, annuities, Roth IRA conversions, and retirement account rollovers on its website.
One important regulatory distinction deserves attention: the website states that investment advisory services are offered through Foundations Investment Advisors, LLC, an SEC-registered investment adviser.
That disclosure should not be interpreted as a claim that every service, employee, or related business operates under the same regulatory registration.
Apsitaxes.com Headquarters Phone Number USA: Which Number Should You Call?
Choosing the appropriate number depends on whether you want general information, an appointment at the Peoria office, or assistance from a different location.
1. Headquarters-Related Inquiries: 623-400-6067
The 623-400-6067 number is published for the Peoria office.
It is the most relevant direct number when your inquiry concerns that location, including confirming an appointment, asking about local services, or requesting the appropriate contact for an administrative matter.
You should not assume every corporate department can be reached directly through this number. Ask the representative to identify the correct person or team.
2. General Toll-Free Inquiries: 855-879-8293
The official website prominently displays 855-879-8293 as its toll-free contact number.
This is a practical first choice when you do not know which office handles your question.
Callers can explain whether they need retirement guidance, a tax-related appointment, or assistance with an existing client relationship. The representative may be able to direct the inquiry to a suitable office.
Toll-free access may vary when calling from outside the United States, so international callers should confirm whether their telephone provider supports the number.
3. Other Arizona Inquiries: 602-449-0146
The company’s main website also invites visitors to speak with an advisor at 602-449-0146.
Its regional listings associate this number with several Arizona offices, including Scottsdale, Phoenix, Tempe, and Gilbert.
Consequently, this is another appropriate option for people looking for a general Arizona financial planning contact rather than the Peoria office specifically.
Apsitaxes.com Office Phone Numbers Across the United States
Although searches frequently focus on the company’s headquarters, Asset Preservation lists offices across multiple states.
Calling a location close to you may be more useful than contacting the Peoria office, especially if your objective is an in-person meeting.
| Location | Published Phone Number |
|---|---|
| Peoria, Arizona | 623-400-6067 |
| Scottsdale, Arizona | 602-449-0146 |
| Phoenix–Tempe, Arizona | 602-449-0146 |
| Gilbert, Arizona | 602-449-0146 |
| Goodyear, Arizona | 623-264-7393 |
| Henderson, Nevada | 702-476-4300 |
| Summerlin, Nevada | 702-651-0065 |
| Portland–Lake Oswego, Oregon | 503-446-4300 |
| Vancouver, Washington | 360-768-5768 |
| Greenville, South Carolina | 864-807-9901 |
These numbers come from the company’s official locations directory. They are published office contacts, not independently tested guarantees that a representative will answer every call.
There is also a small but useful distinction between the locations directory and the general contact-page footer. The directory publishes a specific Summerlin number, while the footer groups its Nevada offices under a shared regional number.
If you need to reach a particular branch, use the individual office listing and confirm that the location is currently accepting appointments.
How to Contact Apsitaxes.com Customer Support
Finding the Apsitaxes.com headquarters phone number USA is only the first step. Preparing your inquiry can make the actual conversation more productive.
Contact the Company by Telephone
Calling is useful when your question requires a quick explanation or you need to arrange a meeting.
Before dialing, identify the reason for your inquiry. A prospective customer asking about retirement planning may need a different professional from an existing client asking about tax documents.
Keep the conversation focused and request the name or department of anyone responsible for following up.
Use the Official Online Contact Form
If telephone support is inconvenient, visit:
https://www.apsitaxes.com/contact
The company’s contact page invites visitors to submit an inquiry so a representative can respond.
This can be helpful when your question is not urgent, when you prefer written communication, or when you need the company to identify the correct office.
Use the form for general questions initially. Do not include Social Security numbers, bank passwords, or complete financial records unless the company has supplied and verified a secure method for receiving them.
Arrange an In-Person Appointment
Asset Preservation’s website promotes in-person meetings at various offices.
If you want to visit Peoria, Scottsdale, Phoenix, or another branch, call ahead and confirm the appointment.
Ask whether the person you need will be available, what documentation should be brought, and whether the meeting has an associated fee.
The company’s published listings refer to office hours but do not consistently provide a complete, verified schedule for every location. Avoid assuming that walk-in assistance is available.
Best Time to Call Apsitaxes.com Headquarters
The Peoria office operates in Arizona, so callers from other time zones should account for the local time difference.
Peoria generally observes Mountain Standard Time (UTC−7) throughout the year, unlike most locations in the United States that change clocks for daylight saving time.
That distinction matters for people calling from the East Coast or overseas.
As a practical approach, contact the office during normal weekday business hours in Arizona. This is a general recommendation rather than confirmation of its precise opening and closing times.
If you are calling about an urgent tax deadline or a scheduled appointment, verify office availability using the official contact channel rather than relying on an assumed schedule.
How to Verify the Official Apsitaxes.com Phone Number
Financial service providers handle sensitive information. That makes independent contact verification particularly important.
A wrong phone number can create problems beyond a missed appointment. Fraudsters sometimes impersonate legitimate financial businesses and attempt to obtain account credentials, identification documents, or payments.
Before sharing information, follow these precautions:
- Check the domain: Confirm that the address is
apsitaxes.com, not a lookalike spelling. - Use the official contact page: Compare a number from a third-party directory with the company’s published contact information.
- Verify unexpected calls: If someone calls claiming to represent the company, end the call and dial a number obtained independently.
- Protect sensitive records: Do not share passwords, verification codes, full Social Security numbers, or banking credentials through an unverified channel.
- Confirm payment instructions: Independently verify any new bank account, wire-transfer destination, or request for an unusual payment method.
- Keep a written record: Save appointment confirmations, the representative’s name, and details of any agreed follow-up.
The Federal Trade Commission warns that scammers can impersonate legitimate businesses and manipulate caller identification.
A familiar company name appearing on your phone is not, by itself, proof that the caller is genuine.
How to Verify Financial Advisors Associated With Apsitaxes.com
Checking a company’s telephone number and checking a professional’s qualifications are two different tasks.
If you are considering investment advice, request the name of the professional and the legal entity through which advisory services will be provided.
Check the SEC Investment Adviser Database
The U.S. Securities and Exchange Commission provides a public resource called the Investment Adviser Public Disclosure database (IAPD).
You can access it at:
The tool allows consumers to research registered investment advisory firms and many individual representatives.
As noted earlier, Asset Preservation’s website identifies Foundations Investment Advisors, LLC as the provider of investment advisory services and references CRD number 175083.
That identifier can help narrow a search, but the current registration status, applicable disclosures, and identity of the individual adviser should still be independently verified.
The SEC’s database can provide information about registration, business practices, potential conflicts of interest, and disclosed disciplinary events.
Verify Tax Professionals Through IRS Resources
Tax preparation requires a different form of professional verification.
The IRS explains that paid federal tax return preparers generally need a valid Preparer Tax Identification Number (PTIN). However, holding a PTIN does not necessarily mean someone is a certified public accountant, attorney, or enrolled agent.
The IRS also maintains a directory of tax preparers with selected professional credentials:
https://irs.treasury.gov/rpo/rpo.jsf
When considering tax services, ask who will actually prepare your return, what qualifications that individual holds, and whether they can represent you before the IRS if necessary.
This verification process is particularly valuable when your situation involves business income, retirement distributions, multiple states, or complex investments.
Questions to Ask Before Booking an Appointment
A short introductory conversation can reveal whether the company offers the specific service you need.
Start by clearly explaining your objective. For example, say whether you want help preparing a federal tax return, understanding a Roth conversion, reviewing retirement income, or discussing estate planning.
Then confirm who will provide the service and what professional qualifications or licenses apply.
Fees also deserve attention. Ask whether the consultation is complimentary, whether ongoing services have separate charges, and whether any recommended financial products involve commissions or other costs.
If you are speaking with an investment adviser, request applicable disclosures, including Form CRS or Form ADV where appropriate.
Finally, ask how the company handles documents and personal information. Secure document exchange is particularly important when working with tax returns, investment statements, and identification records.
A good initial conversation should leave you with a clear understanding of the next step, not pressure to make an immediate financial decision.
Common Problems When Contacting Apsitaxes.com
Even when you have the correct number, reaching the right person may require more than one attempt.
The Headquarters Number Is Not Answering
If 623-400-6067 does not connect you with someone who can help, check that you are calling during suitable Arizona business hours.
You can also try the published toll-free contact number or use the official website’s contact form.
An unanswered call does not establish that a number is invalid or that the office has closed.
You Reached the Wrong Office
Explain which service and location you are seeking.
Because the company has several Arizona offices, a general number may not connect directly to the specific branch or professional you need.
Request the correct department or branch number before ending the conversation.
You Need to Send Financial Documents
Avoid sending sensitive files to an email address found on an unfamiliar directory.
Instead, ask the company to confirm its preferred secure client portal or approved document-submission method.
If you already have an established adviser, contact that individual through previously verified channels.
You Cannot Find Your Appointment Confirmation
Contact the office where the meeting was arranged and provide your name and the expected appointment date.
Ask for the meeting location, scheduled time, and representative’s name to be confirmed through the company’s normal communication process.
This is especially important when several offices operate within the same metropolitan area.
Frequently Asked Questions About Apsitaxes.com Headquarters Phone Number USA
1. What is the official Apsitaxes.com headquarters phone number in the USA?
The official Peoria office number is 623-400-6067, and the company’s published toll-free number is 855-879-8293.
The Peoria office is described as a corporate headquarters on the official website, although other Arizona locations also receive that designation. Call the Peoria number for inquiries specifically related to that office, or use the toll-free number for general assistance.
2. Where is Apsitaxes.com headquarters located?
A prominently listed office associated with headquarters operations is at 16150 N Arrowhead Fountains Center Dr, Suite 200, Peoria, AZ 85382, USA.
Asset Preservation also maintains other Arizona locations, and its website applies headquarters terminology to multiple offices. Confirm the correct administrative or visiting address directly before mailing important documents or arranging travel.
3. Does Apsitaxes.com have a toll-free customer service number?
Yes. The company publishes 855-879-8293 as its toll-free contact number.
This number is suitable for general inquiries about available services and contacting the organization. However, toll-free does not necessarily mean round-the-clock support, and international callers may experience different dialing or billing conditions.
4. Can I contact Apsitaxes.com online instead of calling?
Yes. You can visit the official contact page and submit an inquiry through the website.
The company invites visitors to contact its team about retirement, tax, insurance, and financial planning services. For confidential documents, request a verified secure submission process rather than including sensitive information in an ordinary initial inquiry.
5. How can I check whether an Apsitaxes.com financial advisor is legitimate?
Begin by obtaining the individual’s full name, professional role, and the legal entity providing the service.
For investment advice, check registration information through the SEC’s IAPD database. For federal tax preparation, ask about PTIN status and relevant credentials, and use the IRS preparer directory where applicable.
Finally, independently confirm the person’s connection with the company using the official phone number. A verified office contact and confirmed professional credentials provide more meaningful assurance than an online profile alone.
Conclusion: The Safest Way to Reach Apsitaxes.com Headquarters
If you need the Apsitaxes.com headquarters phone number USA, the most useful direct contact is 623-400-6067 for the Peoria office. For broader inquiries, use the company’s officially published toll-free number, 855-879-8293.
The Peoria location at 16150 N Arrowhead Fountains Center Dr, Suite 200, Peoria, Arizona 85382 is a clearly documented office associated with its headquarters operations. Because the company also identifies other Arizona locations using headquarters language, confirm the correct destination for any administrative or in-person matter.
Your next step: Visit Apsitaxes.com’s official contact page, choose the phone number corresponding to your location or inquiry, and verify the representative’s identity and qualifications before discussing confidential financial information.
Using official contact information—and checking professional credentials when financial advice is involved—is the most dependable way to begin a productive conversation.
