Tax Planning for High‑Income Individuals
Strategic, discreet, year‑round tax optimization for executives, founders, and multi‑state professionals.
At AP Accounting & Tax, we work with high-earning individuals and families in Fairfield and Westchester Counties who need more than a once-a-year tax return. Our clients are founders, executives, and multi-state professionals with complex financial lives: stock options, investment income, shifting state lines, and evolving tax laws that don’t wait for April.
We take a hands-on, year-round approach to managing your taxes with strategy, discretion, and an eye on the long game. We go beyond compliance, making sure every decision is working for you. If you're looking for a trusted CPA who sees the full picture and keeps things running smoothly behind the scenes, you’re in the right place.
We specialize in serving executives, founders, partners, and multi-entity entrepreneurs in Westchester and Fairfield Counties.
Greenwich, CT
Stamford, CT
Darien, CT
Westport, CT
New Canaan, CT
Norwalk, CT
Wilton, CT
White Plains, NY
Scarsdale, NY
Rye, NY
Rye Brook, NY
Harrison, NY
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 and Fairfield Counties—from multi‑state commuters and equity‑heavy compensation packages to real estate portfolios and generational wealth structures.
