Premier Tax Strategy for High‑Income Individuals, Families & Entrepreneurs

AP Accounting & Tax is proud to serve the Greenwich community with boutique, high‑authority tax advisory designed for founders, executives, investors, and multi‑generational families. As a CPA‑led firm rooted in precision and strategy, we deliver white‑glove guidance tailored to the financial complexity that defines Greenwich.

Who We Serve

  • High‑income W‑2 earners and equity‑compensated professionals

  • Entrepreneurs, business owners, and S‑Corp shareholders

  • High‑net‑worth families and multi‑state taxpayers

  • Real estate investors and private‑equity professionals

  • Non‑resident and cross‑border taxpayers with U.S. filing obligations

Our Signature Services

Strategic Tax Planning

Comprehensive, year‑round planning that minimizes tax exposure while aligning with long‑term wealth goals. Includes multi‑state analysis, safe harbor planning, NIIT strategy, and proactive scenario modeling.

Individual & Family Tax Preparation

Accurate, compliant, and efficient preparation for complex returns, including equity compensation, K‑1s, trusts, estates, and multi‑state filings.

Business Tax & Advisory

S‑Corp optimization, entity selection, quarterly planning, reasonable compensation analysis, and ongoing advisory for founders and business owners.

Trusts, Estates & Generational Wealth

Guidance for trustees, executors, and families navigating inheritance, estate administration, and long‑term tax‑efficient wealth transfer.

IRS Representation & Compliance

Support for audits, notices, and complex compliance matters, backed by deep technical expertise and strategic positioning.

Why Greenwich Chooses AP Accounting & Tax

  • CPA‑led expertise with Big Four training and national‑level technical depth

  • Boutique, relationship‑driven service with a luxury‑brand standard

  • Strategic, scenario‑based planning tailored to high‑income households

  • Clear communication, proactive guidance, and year‑round support

  • A trusted partner for families and entrepreneurs navigating financial complexity

Local Insight, National Expertise

Based in Fairfield County and serving clients nationwide, our firm understands the unique financial landscape of Greenwich—from multi‑state commuters and equity‑heavy compensation packages to real estate portfolios and generational wealth structures.

Connect With Us

AP Accounting & Tax welcomes new clients seeking a strategic, elevated approach to tax planning and advisory. Schedule a consultation to experience the firm trusted by Greenwich’s most discerning professionals and families.

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