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Across the Triangle, AABS, Inc. provides outstanding service to our clients because of our dedication to the following three principles: professionalism, responsiveness and quality.

Our services offer both support and opportunity. AABS truly is your place for financial advocacy. We serve small businesses and Seniors in Apex, Cary, and the surrounding Western Wake County area.


We understand every client has different needs.

AABS promises that each client receives close personal and professional attention to match their individual needs.

Our high standards of service, along with specialized certifications, set AABS Inc. apart from other firms.

IRS Enrolled Agent


We believe business and client financial needs do not stop at 5:00 p.m.

Through the use e-mail, social media, our website, and telephone, we are always available for our clients.

People who choose AABS Inc. rely on our competent advice and fast, accurate response to questions.

Certified Senior Advisor


AABS Inc. is known across the Triangle for the quality of our services. Our primary goal as trusted advisors is to provide accurate advice that enables our clients to make informed and educated financial decisions.

We believe it is extremely important to continually improve our expertise, financial knowledge and client service.

Our team is certified:

  • Certified Senior Advisor (CSA)
  • National Association of Enrolled Agents (EA)
  • American Association of Daily Money Managers (AADMM)
  • National Association of Tax Preparers
  • Quickbooks Pro Advisor

This Month's Featured Article – Triangle Area Seniors Can Get Support from AABS with Money Management

Posted on December 5, 2014 by AABS Inc.

ambroAs seniors in the Triangle get older, many of them have difficulty managing their bills and writing checks. Their finances become unorganized as paperwork piles up. At AABS, Inc., we assist seniors who need help with their money management to keep their finances from falling behind.

A Certified Senior Advisor from AABS INC will help local seniors manage their accounts. If bills are not being paid or checks can’t be written due to arthritis or some other health condition, AABS will efficiently manage the account. AABS offers this relief to seniors so that they may continue to live in their home and enjoy financial freedom.

As a personal financial partner, AABS will help Apex area seniors with the following:

  • Maintaining financial independence: We can manage financial accounts ensuring that bills are paid accurately and on time, deposit checks, organize bank and financial documents, balance checkbooks, and maintain and prepare tax documents. Studies have shown that seniors remain independent longer if they have someone trustworthy managing their accounts and keeping their finances in order.
  • Scams: AABS will check for signs of a financial scam. It is well known that scammers target the elderly and if anything looks suspicious on an account, we’ll see that activity right away. We look for signs of fraud by large unexplained withdrawals, suspicious check writing, and other unexplained activity.
  • Relief to Caregivers: When a senior is unable to manage their affairs, adult children or relatives usually help with these responsibilities. However, many adult children live far away or lead a busy life and may not have the time to make money management decisions. Whether it’s paying someone to mow the lawn or investigate a credit card charge, the experienced professionals at AABS will manage this situation.

AABS has gained the trust and respect from many seniors in the Triangle area. Local seniors know that they can get expert advice to any questions or concerns regarding money management or taxes from a Certified Senior Advisor. Give AABS a call today to discuss your money management concerns.


This is an information only post and is not considered to be legal financial advice but is meant to be helpful to all who read it. It is brought to you by the professional team at AABS, INC., located in Apex, NC.

Call us at 919 303-3345 or email us at: info@aabsinc.com

Visit our website: www.aabsinc.com

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PO Box 1677

Apex, NC 27502

Photo Credit:     Ambro, freedigitalphotos.net






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