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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 – 5 Areas of Support that AABS Offers Caregivers in the Triangle

Posted on July 24, 2014 by imusocialmedia

Toa55, freedigitalphoto.netAt any point in our lives, we can become caregivers to a family member in need. Caring for a loved one is often difficult and demanding. Sometimes as a caregiver, it is tough to figure out where to turn for help. AtAll About Benefitting Seniors, we assist worried family members and caregivers by analyzing each case and providing referrals and recommendations to local Apex area services and agencies.

Challenges can strike at any age and when they happens, AABS is there to help sort out all the pieces and assist caregivers with the help they need. Our caring and experienced team of senior advisors will help get things back in order. All questions will be answered to ease the mind and reduce the stress.

AABS offers support in the following five areas:

  • Level of Care: We’ll refer the appropriate in-home care agency, hospice support, or assisted living facility to get the proper level of care for the family member.
  • Determine Financial Status: Our team will review financial status and make affordable recommendations in medical and long-term care services.
  • Evaluation of Assets: We will prepare an inventory of personal assets and investments of your loved one.
  • Money Management: Bills need to be paid and we can set up an account to do this.
  • Review Documents: We will review legal, personal, and financial documents and summarize each one.

At AABS, we provide all of the above services and more to help relieve stress and make sure your loved one is properly cared for. We recognize that caregiving is a difficult time for everyone involved and can be very overwhelming. If you are in this situation, please stop by our office in downtown Apex and let us help you and your family. We can give a much needed assessment to prioritize care for your loved one.

Please call us today for an appointment.


This is an information only post and is not considered to be legal financial advice but is meant to be helpful to all those 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: Toa55, freedigitalphoto.net




Click here to go to the AABS blog page to see additional informative articles