Financial Analyst



  • Individual, Partnership and Corporate Tax Planning

  • S Corporation Planning

  • Qualified Business Income (QBI) Tax Advice

  • LLC and other Entity Structure Planning

  • Multi-State Tax Planning and Consulting

  • State and Local Income and Sales/Use Taxes

  • Mergers, Acquisitions, and Liquidations

  • Retirement Planning

  • Sale of Business

  • Rental Property Planning

  • IRS and State Tax Credits

  • Estate and Gift Planning

  • Assistance with Stock Options, Restricted Stock Units (RSU), and Other Stock Compensation

  • Individual, LLC, Corporate and Partnership Tax Preparation

  • Non-Profit Organizations

  • State and Local Income and Sales/Use Taxes

  • Consolidated Tax Returns

  • Foreign Companies Doing Business In the US

  • Trust and Estate Tax Preparation


IRS & State Representation Including:

  • Audits

  • IRS and State Letters

  • Abatement of Penalties

  • Amended Return

At APL, The Firm Inc. we look at your company’s goals and help you create long and short-term strategies to capitalize on the ever-evolving tax code to grow your business efficiently and successfully. By utilizing the most effective technology available and our network of tax law insiders, we stay on top of the latest tax law changes to give you the best strategic advice. It’s just one more thing that makes our tax services unique.