Meet Alexis Paul, CPA
Founder of AP Accounting & Tax
Alexis Paul is the founder and principal of AP Accounting & Tax, a boutique firm that offers smart, straightforward tax strategy to entrepreneurs, individuals, and families navigating major life transitions. With a background that includes Big Four experience at Ernst & Young and an academic foundation from Johns Hopkins and an MBA in Accounting, Alexis brings both technical expertise and a steady hand to every client relationship.
She built her practice for clients who see tax planning as part of a bigger financial picture, not a once-a-year task. Whether you’re growing a business, moving through a divorce, welcoming a new child, buying a home, or simply trying to keep more of what you’ve earned, Alexis knows how to guide the numbers in a way that supports the life you’re building.
Alexis is based in Greenwich, Connecticut and works with clients across the country. She’ll always take the time to explain what matters, answer your questions plainly, and make sure nothing slips through the cracks.
Meet Our Team
Sidney brings structure, consistency, and genuine ease to our clients' day-to-day accounting needs. Raised in Greenwich, she’s deeply rooted in the community, a quality that shows in her work ethic and leadership outside the office. Her background in coaching translates seamlessly into her accounting style: organized, responsive, and always in your corner.
Client Accounting ManagerSidney Ambrogio
Jordan blends big-picture thinking with practical advice, helping clients map out financial goals they can actually stick to. A graduate of American University, she developed her leadership chops as Vice President of the school’s rowing team, an experience she still credits for her collaborative, steady approach. Clients appreciate her ability to keep things calm, clear, and grounded in real strategy. Off the clock, she’s usually planning her next travel adventure or exploring local art galleries wherever she lands.
Strategic Finance AdvisorJordan Ray
With a Bachelor's in Accounting and a Master’s in progress at Sacred Heart University, Sophia brings both curiosity and care to her work. She’s especially drawn to the rhythm of compliance, translating numbers into something clean, accurate, and complete. Around the office, she’s known for being upbeat, responsive, and someone who always asks thoughtful questions. She lives nearby and is often found studying with an iced coffee in hand or catching up with friends from her sorority.
Tax Compliance SpecialistSophia Rocco
Rebecca Perlman
Rebecca’s background in law gives her a distinctive edge in the world of tax. After earning her BA from Colgate and her JD from Brooklyn Law, she found her sweet spot in the structured, rules-based landscape of compliance work. She thrives on diving into the details and making sense of complex returns, especially for clients juggling multiple income streams. At home, she’s happiest in the kitchen trying new recipes, hosting game nights, or playing platform tennis with her family.
Tax Compliance SpecialistWe’ve Been Featured In
Have Questions?
Whether you’re building a business, buying a home, or adjusting to a big life change, we’re here to help you make smart financial moves and feel more at ease with your numbers. Reach out to connect with us!