Premier CPA Firm Serving Westport, Connecticut

Discreet, high‑level tax strategy for Westport’s entrepreneurs, executives, and multi‑generational families.

Westport is one of Fairfield County’s most sophisticated financial communities — a town defined by high‑income households, founders scaling meaningful businesses, and families managing complex wealth structures. AP Accounting & Tax delivers a level of precision, discretion, and strategic clarity that aligns with Westport’s expectations of excellence.

You’re not looking for a volume‑based tax preparer. You’re looking for a trusted advisor who understands the nuances of wealth, legacy, and long‑term planning.

Why Westport Chooses AP Accounting & Tax

A boutique advisory firm for clients who expect more

Your financial life spans entities, investments, jurisdictions, and generational considerations. Our firm is built to manage that complexity with intention and foresight.

Westport clients rely on us for:

  • High‑income tax strategy

  • Trust and estate tax planning

  • S‑Corp optimization for founders and consultants

  • Multi‑state and remote‑work compliance

  • Family wealth advisory

  • IRS representation and audit‑ready documentation

Every engagement is handled with the confidentiality and sophistication Westport families expect.

Signature Services for Westport Clients

High‑Income Tax Planning

Westport’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

Westport families often manage multi‑layered wealth structures. We provide guidance that aligns with fiduciary responsibilities, legacy goals, and tax‑efficient transitions across generations.

S‑Corp Strategy & Advisory for Founders

Westport’s entrepreneurial community thrives on precision. We build compliant, defensible S‑Corp strategies that optimize payroll, reduce tax burden, and support sustainable growth.

Multi‑State & Remote Work Compliance

With many Westport residents working in New York or remotely for national firms, sourcing rules can be complex. We ensure every jurisdiction is handled correctly and advantageously.

Family Office‑Style Support

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 Westport With Discretion and Precision

Whether you’re an executive managing multi‑state income, a founder 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.

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