Your taxes are personal.
Your guidance should be too.
Whether you have a straightforward return or a financial situation that has become more complex, APK Tax & Accounting Services helps you prepare accurately, understand your options and move forward with greater clarity.
From employees and families to independent contractors, property owners and individuals catching up on prior-year filings, APK provides professional support built around your circumstances.
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Tax preparation should feel clear, not confusing.
A tax return can involve much more than entering numbers into a form.
Changes in employment, family, property ownership, self-employment, investments or where you live can all affect your tax situation. APK takes the time to understand what changed during your year, identify the information needed and help you understand what comes next.
Our goal is not simply to prepare a return. It is to help you approach your taxes with better information and fewer surprises.
Tax support for real life.
APK works with individuals across a wide range of personal and financial situations.
EMPLOYEES & FAMILIES
Your return may include more than a W-2.
Changes involving dependents, childcare, home ownership, education, retirement or other income can affect the information needed to prepare your return.
Explore Individual Tax PreparationSELF-EMPLOYED & 1099 WORKERS
Independent income comes with different responsibilities.
APK helps freelancers, contractors, consultants and other self-employed individuals organize their tax information and prepare for both filing and future tax obligations.
Explore Self-Employed & 1099 TaxesPROPERTY OWNERS
Property can add another layer to your tax situation.
Whether you own a home, receive rental income or sold property during the year, APK can help you understand the tax information and documentation involved.
Talk to APKINVESTORS
Financial activity can create additional reporting requirements.
If you received investment income or sold investments during the year, APK can help you organize the information needed for your tax return.
Get StartedINDIVIDUALS CATCHING UP
Falling behind does not mean you have to stay behind.
APK can assist with prior-year returns and help you understand the steps involved in getting your filing history back on track.
Explore Prior-Year ReturnsINDIVIDUALS WHO RECEIVED A TAX NOTICE
A notice does not have to leave you guessing.
APK can help you understand what an IRS or state tax notice is asking for and determine the appropriate next steps based on your situation.
Explore Tax NoticesSupport for more than filing day.
Individual Tax Preparation
Prepare your return with confidence.
APK provides professional preparation of individual federal and applicable state tax returns, with attention to your income, household and financial circumstances.
Whether your tax situation is relatively straightforward or includes multiple income sources, APK helps organize the process and identify the information needed.
Self-Employed & 1099 Taxes
Your income works differently. Your tax planning should too.
Freelancers, contractors and other self-employed individuals often have tax responsibilities that look very different from traditional employment.
APK can help you organize income and expense information, understand estimated-tax responsibilities and prepare your return.
Individual Tax Planning
Think about taxes before the deadline.
Tax planning gives you an opportunity to understand potential tax obligations earlier and make more informed decisions throughout the year.
APK can help you consider how changes in income, withholding, self-employment, investments and other financial events may affect your overall tax picture.
Prior-Year Tax Returns
Need to catch up? Start with one step.
If you have one or more unfiled tax years, APK can help you identify what information is needed and work through the outstanding returns in an organized way.
Amended Tax Returns
Sometimes a filed return needs another look.
If information was missing or incorrect on a previously filed return, APK can help review the situation and determine whether an amended return may be appropriate.
IRS & State Tax Notices
Understand the notice before you respond.
Receiving a tax notice can be stressful, particularly when the language is difficult to understand or the requested action is unclear.
APK can help review the notice, explain what it appears to address and help you determine your next steps.
A different year can mean a different tax situation.
Your tax return may need additional attention when something significant changes. APK can help when you:
Tax expertise without the unnecessary complexity.
PERSONAL ATTENTION
Your return starts with your situation.
APK takes the time to understand what happened during your year instead of treating every client like the same tax return.
CLEAR COMMUNICATION
Know what we need and why.
We focus on making the process easier to understand, from the documents we request to the next steps in your engagement.
CONNECTED PERSPECTIVE
See the parts of your situation together.
Tax preparation, planning and accounting considerations can connect. APK reviews the information relevant to your circumstances and helps explain what may need attention.
YEAR-ROUND SUPPORT
Tax questions do not only happen during tax season.
APK provides tax planning and other financial services throughout the year, giving clients somewhere to turn when circumstances change.
A straightforward way to get your taxes moving.
Tell us what you need.
Start by telling APK a little about your tax situation and the service you're looking for.
Complete your intake.
Provide the information we need to understand your household, income and financial circumstances.
Share your documents.
Provide the tax documents relevant to your situation so APK can review your information and begin preparing your work.
APK prepares and reviews.
Your tax professional reviews the information provided and follows up if something additional is needed.
Review your return.
APK walks you through the final steps and gives you an opportunity to ask questions before completion.
Complete the filing process.
Once the necessary review, signatures and other requirements are complete, APK moves the return through the appropriate filing process.
Not sure what documents you need?
Your tax documents depend on your individual circumstances. APK's document checklist can help you think through the information that may apply to you before your appointment or intake.
PERSONAL INFORMATION
- Photo identification
- Social Security information
- Dependent information
INCOME
- W-2
- 1099 forms
- Retirement income forms
- Investment statements
HOME & PROPERTY
- Mortgage interest information
- Property-related documents
- Rental income and expenses
DEDUCTIONS & EXPENSES
- Medical expenses
- Childcare expenses
- Education expenses
- Charitable contributions
Preparation looks back. Planning looks ahead.
Tax Preparation
- Focuses on the previous calendar year.
- Organizes data into required reporting forms.
- Determines final refund or balance due.
- Required for compliance.
Tax Planning
- Focuses on the current and future years.
- Models potential financial scenarios.
- Helps avoid surprises at filing time.
- Proactive strategy for complex situations.
Know what is needed and what comes next.
APK is working toward a more connected experience designed to make intake, document requests, updates and communication easier to follow.
Illustrative client experience
Follow the current stage
See what may still be needed
Review a request from APK
Stay informed as work progresses
Received a letter from the IRS?
If you received correspondence from the IRS or a state tax agency, APK can help review what it says and determine what information may be needed next.
What to know before we begin.
Helpful tax information.
Let's get your taxes moving.
Tell APK what you need and we'll help you understand the next step.
Individual tax preparation, planning and year-round support.