Tax Services

Tax Planning & Preparation for Individuals and Businesses

At Apollo Accounting & Advisory, we believe there is a difference between simply filing tax returns and developing a thoughtful tax strategy. While accurate tax preparation remains a core part of what we do, our goal is to help clients make informed financial decisions, minimize tax exposure, and plan confidently for the future.

As a full-service CPA firm, we provide tax compliance, tax planning, accounting, and advisory services to individuals, business owners, and growing organizations. Whether you're navigating a complex personal tax situation, operating a closely held business, or managing multi-state tax obligations, our team provides practical guidance tailored to your unique circumstances.

We build long-term relationships with our clients so we can proactively identify opportunities, address challenges before they become problems, and help ensure there are no surprises when tax season arrives.

Personalized Tax Guidance for Individuals and Families

Tax laws change constantly, and every taxpayer's situation is different. We work with individuals, families, retirees, investors, and business owners to provide thoughtful tax planning and reliable compliance support throughout the year.

Our individual tax services include:

Federal and state income tax return preparation

Tax planning and projections

Multi-state filing requirements

Retirement and distribution planning

Stock compensation and investment income analysis

Estate, trust, and gift tax compliance

IRS and state tax notice assistance

Our approach extends beyond filing season. We help clients understand how major financial decisions may impact their taxes and identify planning opportunities before year-end.
Strategic Tax Support for Growing Businesses

Successful business owners understand that taxes impact far more than their annual filing requirements. Business structure, compensation planning, growth initiatives, acquisitions, and succession planning all carry important tax implications.

Apollo works with corporations, partnerships, LLCs, and closely held businesses to develop strategies that align tax planning with broader business objectives.

Our business tax services include:

Federal and state business income tax compliance

Tax planning and projections

Entity selection and tax elections

Owner and shareholder tax planning

Multi-state tax compliance

Business acquisitions, sales, and transitions

Representation before taxing authorities

By combining tax expertise with accounting, controllership, and advisory experience, we provide recommendations that consider both tax consequences and operational realities.
Managing Multi-State and Sales Tax Obligations

As businesses grow beyond their home state, state and local tax requirements become increasingly complex. Different states impose different filing requirements, nexus standards, income taxes, franchise taxes, and sales tax obligations.

Our team helps businesses understand where they have exposure, remain compliant with evolving state regulations, and avoid costly surprises.

Our state and local tax services include:

Multi-state income tax compliance

Sales and use tax planning and compliance

Nexus reviews and exposure assessments

State tax registrations and filings

Audit support and notice management

Remote workforce tax considerations

Business expansion and restructuring analysis

Whether you're opening operations in a new state, selling products nationwide, or managing a growing remote workforce, we help you navigate the complexities of state and local tax with confidence.

Looking for a CPA firm to prepare your tax return?

Apollo Accounting & Advisory provides tax preparation, tax planning, accounting, and advisory services for both individuals and businesses.