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AP Individual Services

Offering a robust list of services to meet your personal and business needs

Everybody needs their income tax return prepared, and the thought of doing it yourself can be daunting. Why do it yourself?

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We make the process easy and smooth, while educating you on your tax situation and guiding you on key ways to maximize tax savings all year long.

Whether you have a simple return with one W-2 or a complicated situation, we are the experts on the matter. Bring your tax return to us and we will help you get it filed timely and accurately. Our tax preparation team offers:

  • Modern tax preparation process — Our team has modern process options like paperless tax return storage through our portal, electronic signing and click-to-pay for your tax prep fee, or you can choose traditional options like in-person appointments and printed copies that you pick up in a tax folder; we leave those choices up to you!
  • Friendly, Knowledgeable tax team — We take our education seriously, and spend countless hours staying up to date on the tax code changes, especially those year-round updates that come from the IRS because the little things add up in a big way for your tax situation.
  • Support & year-round planning —We put in the time to get to know your personal tax situation and answer your calls when things change. Along with our tax preparation services we offer 1040+ services that include guidance on changes throughout the year as well as tax planning strategies to help you keep more of your hard-earned money in your pocket.

We can do:

  • Year-end tax planning sessions
  • Tax strategy meetings
  • Social Security benefits income planning
  • Tax withholdings and quarterly estimate payments guidance
  • In-person appointments available