Premier CPA Firm Serving New Canaan, Connecticut
Strategic, discreet tax advisory for New Canaan’s families, founders, and high‑income professionals.
New Canaan is defined by generational wealth, sophisticated financial structures, and families who expect a level of service that is both precise and deeply personal. AP Accounting & Tax delivers a boutique advisory experience built for clients whose financial lives extend across entities, investments, trusts, and long‑term legacy planning.
You’re not looking for a transactional tax preparer. You’re looking for a trusted advisor who protects your interests with foresight, discretion, and technical mastery.
Why New Canaan Clients Choose AP Accounting & Tax
A boutique advisory firm for families who value clarity and continuity
New Canaan households often manage multi‑layered financial ecosystems — trusts, estates, multi‑state income, business interests, and long‑term wealth strategies. Our firm is structured to bring order, strategy, and confidence to that complexity.
New Canaan clients rely on us for:
High‑income tax strategy
Trust and estate tax planning
Multi‑generational wealth advisory
S‑Corp optimization for consultants and business owners
Multi‑state and New York–sourced income compliance
IRS representation and audit‑ready documentation
Every engagement is handled with the confidentiality and precision New Canaan families expect.
Signature Services for New Canaan Clients
High‑Income Tax Planning
New Canaan’s executives, finance professionals, and business owners face unique tax exposure — RSUs, bonuses, investment income, NIIT, AMT, and multi‑state sourcing. We design strategies that reduce liability while preserving long‑term flexibility.
Trust, Estate & Generational Wealth Planning
New Canaan families often manage complex trust structures and long‑term legacy goals. We provide guidance that aligns with fiduciary responsibilities, tax‑efficient transitions, and multi‑generational planning.
S‑Corp Strategy & Advisory for Consultants and Founders
New Canaan’s entrepreneurial community values precision and compliance. We build defensible S‑Corp strategies that optimize payroll, reduce tax burden, and support sustainable growth.
Multi‑State & New York Income Compliance
Many New Canaan residents work in New York or remotely for national firms. We ensure every jurisdiction is handled correctly and advantageously.
Family Office‑Style Advisory
For clients who prefer a single point of contact, we provide ongoing advisory, quarterly planning, and proactive oversight of tax‑sensitive decisions.
A Boutique Firm With Big‑Firm Expertise
Led by a CPA, MBA, and former Ernst & Young strategist, AP Accounting & Tax blends technical mastery with a high‑touch, boutique experience. Clients choose us because they want:
Direct access to an expert
Proactive planning, not reactive filing
Clear, strategic communication
Audit‑ready documentation
A long‑term advisory relationship
This is tax strategy elevated to a higher standard.
Serving New Canaan With Discretion and Precision
Whether you’re an executive managing multi‑state income, a consultant optimizing your S‑Corp, or a family stewarding generational wealth, AP Accounting & Tax provides the clarity, strategy, and discretion you need to move confidently.
Your financial life deserves a firm that operates at your level.