With tax code changes and life changes, every year’s taxes deserve expert guidance.
Partnering with AP Tax can save you time and provide you with peace of mind.
Our team is uniquely prepared to help with your unique taxes
Our Philosophy
Apex
We dedicate ourselves to being at the pinnacle of the tax industry, allowing our clients to reach their own professional and financial summits.
Partners
We work with our clients, not just for them.
Accurate
Our precision provides confidence and peace of mind.
Personable
Numbers are important, but we’re here for the people.
Tax laws are complicated. We make them simple.
Tax codes and regulations are complex and constantly changing. We provide top-quality tax consulting and compliance services so our clients can invest their time, creativity, and expertise in what matters most.
Our Services:
Tax Consulting
Whether you’re planning for milestone moments or navigating new life transitions, AP Tax experts can draw upon in-depth accounting experience to provide strategic and customized consulting for your circumstances.
Tax Compliance
Our trusted advisors partner with clients to make tax compliance simple, understandable, and accurate. With advanced expertise in individual, international, and high-net-worth tax planning, AP Tax is uniquely prepared to translate the complexities of tax regulations and streamline the compliance process.
Tax Forecasting
AP Tax offers complimentary annual forecasting sessions to discuss customized tax strategies that will maximize your tax situation based on what’s happened throughout the year.
We’re here to help
Experts you can trust
Alex B. Poe
Alex has been providing his clients with guidance in strategic tax planning, multi-state and general tax compliance services, as well as business consulting for more than 20 years. Alex’s career began at KPMG where he developed a vast knowledge consulting international executives and many Multi-National Fortune 50 Firms. After more than a decade at KPMG, Alex took his talents to KBF Advisory, where he served as a director for another 10 years, assisting clients with the intricacies of individual tax compliance and growing their Private Client Services.
Alex brings AP Tax a wealth of knowledge regarding individual tax practices, cross-border policies, compliance issues, and tax standards. Alex regularly assists clients with the preparation of U.S. income tax returns, including all states that have an individual income tax, stock compensation planning, Report of Foreign Bank and Financial Accounts (FBAR), Tax Equalization Calculations, gift planning strategies, charitable giving strategies, and powers of attorneys for tax and financial decision making.
The majority of Alex’s clients are referred to him by other professionals and current clients who have come to rely on him for providing outstanding tax planning and preparation at a reasonable cost.
Professional Guidance + Personal Support
At AP Tax, it’s about more than a tax return – it’s also about the partnership and process.
We work with clients year-round to ensure long-term tax strategies that support long-term goals.
We combine expertise, experience, high standards and a personable approach to ensure that every valued client receives the tailored tax, accounting and consulting services they need.
While we have a physical location in Portland, Ore., we’re available anywhere.