Accounting & Tax Services

Thank you for visiting A.P. Accounting & Tax Services, P.L.  We are a Certified Public Accounting Firm serving our business and individual clients’ needs since 2011.  Our firm provides traditional accounting, tax, payroll, consulting and planning services to businesses ranging from large established companies to start up enterprises.

  • Tax Preparation

  • Planning

  • Personal Finance

Learn More
Full Service Accounting Firm

Our Foundation

Our founder, Amit Patel, CPA/PFS, CFP®, strongly advocates the position that your CPA firm should do more than just your accounting and taxes.

Teamwork

We believe that our clients are our greatest asset and therefore, our firm is committed to providing the highest level of service in the most cost effective manner.

Philosophy

As both a Certified Public Accountant (CPA) and Certified Financial PlannerTM, our philosophy is that your CPA should be your lifelong financial partner assisting you in all aspects of your financial life.

Planning

Our firm routinely assists clients in the areas of retirement planning, estate planning, education planning, wealth management, asset protection and personal finance.

Check us out on BrokerCheck

Disclosures:

Avantax affiliated financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

Securities offered through Avantax Investment ServicesSM, Member FINRA,SIPC.  Investment advisory services offered through Avantax Advisory ServicesSM.

The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth ManagementSM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business.

This information is not intended as specific tax or legal advice. Please consult our firm and your legal professional for specific information regarding your individual situation.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Content, links, and some material within this website may have been created by Bluedomain for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth ManagementSM or its subsidiaries. Avantax Wealth ManagementSM is not responsible for and does not control, adopt, or endorse any content contained on any third-party website.