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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

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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.

Disclosures:

  • Securities offered through Cetera Wealth Services, LLC, member FINRA / SIPC.
  • Advisory services offered through Cetera, a registered investment adviser.
  • Cetera is under separate ownership from any other named entity. (Firm-approved alternative non-affiliated disclosure may be used in place of this statement)
  • This site is published for residents of the United States only. Financial Professionals of Cetera Wealth Services, LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Wealth Services, LLC site at https://cetera.com/cetera-wealth-services/disclosures