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AP Accounting and Tax Services, PC

AP Accounting and Tax Services, PC

Reviews Summary

The reviews overwhelmingly praise the tax service for its professionalism, efficiency, and expertise. Customers highlight clear communication, thoroughness, and stress-free experiences, with many noting significant refunds or savings. The team is consistently described as knowledgeable, responsive, and trustworthy, offering personalized advice and year-round support. A few mention quick turnaround times and fair pricing. The rare lower rating still acknowledges positive aspects like teamwork. Overall, the service is highly recommended for both personal and business tax needs.

About This Listing

Business Consulting
CFO Services
Tax Preparation
Tax Planning
Financial Advisory
QuickBooks

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Business Consulting
CFO Services
Tax Preparation
Tax Planning
Financial Advisory
QuickBooks

Contact Information

Address

79 E Putnam Ave

Greenwich, Connecticut 06830

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 10AM-4PM
Tuesday 10AM-4PM
Wednesday 10AM-4PM
Thursday 10AM-4PM
Friday Closed
Saturday Closed

Customer Reviews

For the past five years, I've had the privilege of working with Alexis for both my personal and business tax matters. Her efficiency and clear communication make what could be a stressful process remarkably smooth. Beyond just preparing returns, Alexis offers insightful suggestions that have consistently saved me both time and money. Her professional expertise combined with her pleasant demeanor creates a truly exceptional experience. I wholeheartedly recommend Alexis to anyone seeking a knowledgeable and g

I used AP Accounting & Tax Service, PC last year for the first time for my 2023 taxes and Alexis was AMAZING! So organized and easy to work with and got me a great refund back as I have somewhat of complicated tax returns. She was also extrememly fairly priced. I am about to file my 2024 returns with her as well and so far it is just as great as last year! I would 100% recommend them!

AP Accounting is extremely professional & knowledgeable. Tax time is now stress free for me thanks to CPA Alexis Paul and her team. I am no longer overwhelmed at tax time. Our taxes were completed correctly and faster than I expected - within the week. Excellent communication. Every document, every line was carefully reviewed. So glad I found her. She & her team are a pleasure to work with. I highly recommend AP Accounting & Tax Services in Greenwich.

Alexis and her team are great! Incredibly thorough and responsive. It really helps having her team do our business and personal taxes to help alleviate our stress during a busy time of year. I highly recommend AP Accounting & Tax Services for your accounting and tax filing needs.

I had an amazing experience with this accounting firm! Their service was excellent?quick, reliable, and professional. My income tax return was completed in just 2 days, and thanks to their expert advice, I went from owing thousands to less than a hundred dollars! The whole process was seamless and easy, all done virtually. Highly recommend for anyone needing efficient and trustworthy tax services! Not to mention it was very inexpensive.

Alexis and her staff are incredible! I can tell through my experience that they understand each client is different and work accordingly with professional, personalized service ? They?re thorough, knowledgeable, and truly care ? It doesn?t matter how many questions you have, or concerns they?re readily available to listen in person, via email, or on the phone ? I feel so fortunate to have discovered this spectacular boutique firm ? Feeling comfortable and at ease is so important and I do with them.

This was the first time that I was responsible for filing my tax return. I am recently divorced and completely overwhelmed by everything. Alexis and her team were positive and supportive. They gave great tax advice on new tax laws to consider and take advantage for me to get the biggest refund I could. I got so much more than I thought I would have and now I have a greater understanding of my financial situation. Her tax planning packages are so helpful too.

AP Accounting is extremely communicative and efficient. I love having Alexis and team as a resource throughout the year - not only during tax season!

Alexis was great. She was responsive, and our taxes were delivered promptly. Thanks, Alexis!

Alexis is an incredible CPA - knowledgeable, responsive, and an all-around great resource. Highly recommend!

Alexis is a phenomenal CPA who helped me this year with a lot of complications with moving and my LLCs

Very professional and trustworthy! Helped me maximize my tax returns.

Alexis Paul provides outstanding customer service in evaluating personal and business needs to maximize refund and minimize tax liability. Her evaluations of options are always thoughtful and well-considered. Highly recommended for individuals and businesses alike.

Alexis was amazing! She prepared my tax return effectively and efficiently. During the year I was able to tax plan to get the best result possible when filling my tax return.

Best tax service I?ve used! Clear communication and expert advice.

Alexis has been doing my taxes for years. She is incredible at what she does. She is very knowledgeable, always looking for ways to help, and extremely efficient and I trust her with all my tax needs and would highly recommend her to anyone who wants their taxes done right.

Excellent accounting service! Professional, reliable, and highly knowledgeable. Highly recommend!

Great service and attention to detail. Will definitely return next tax season!

Very timely completion of returns and a very user friendly experience with the people & software.

It really a good business with making money and a good team work together.

So happy we found Alexis to file our taxes! She was professional, fast and there was a lot more she found that we could write off than we realized! Perfect!

Thank you Alexis!!! Going shopping today because I got my refund :) Thank you for being so patient with me and walking me through the portal and helping me understand the process. The quickness of the whole process was awesome!! I?ll see you next year!!! I promise earlier than the beginning of April!!

Top-notch service! Always accurate, timely, and professional.

This app works perfectly

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

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