Financial Guidance Built Around You.

Taxes. Accounting. Business decisions. They’re all connected.

AP Financial Consulting helps you understand the numbers, see the bigger picture, and make informed decisions about what comes next.

Services

More than a service. A clearer way forward

Guidance that connects the pieces.

Personal Tax Preparation

Tax filing shouldn’t leave you wondering if something was missed. We help you prepare your return accurately, understand the credits and deductions available to you, and make sense of what the numbers mean.

Business Tax Preparation

Your business structure changes how you file, what you owe, and how you plan. We prepare returns for sole proprietorships, LLCs, partnerships, S Corporations, and C Corporations with your bigger financial picture in mind.

Tax Strategy

Good tax planning happens before the deadline. We look for opportunities throughout the year to help you understand potential credits, manage tax liabilities, plan expenses, and make more informed decisions.

Accounting Support

When the numbers are organized, running your business gets easier. From bookkeeping and payroll assistance to sales tax reporting, we help keep the financial side of your business accurate, current, and easier to understand.

Starting & Growing a Business

Starting a business brings a lot of questions. We help you think through formation requirements, licensing, finances, and the early decisions that can create a stronger foundation for what you’re building.

Integrity

Sometimes the question isn’t only financial. We look at your business performance, target audience, marketing, advertising, and financial decisions together to help you identify opportunities and determine what makes sense for your next move.

who we help

Guidance for Every Stage.

Different needs. One thing in common: you want to make the right decision.

Innovationuals

Maybe tax season is straightforward. Maybe it isn’t. Either way, you deserve to understand what’s being filed, why it matters, and what you can do moving forward.

Entrepreneurs

Starting a business comes with a lot of questions. What should you set up? What should you track? What should you be thinking about now instead of later?

You don’t have to figure out every piece alone.

Business Owners

As your business grows, the questions change.

Taxes. Payroll. Expenses. Marketing. Growth.

We help you step back, understand what the numbers are telling you, and think through what comes next.

CPA Jesse Puentes Financial Consultant

About Jesse Puentes

Experience that sees the bigger picture.

AP Financial Consulting is led by Jesse Puentes, bringing more than 20 years of experience in tax preparation and accounting.

But his perspective goes beyond the numbers.

With a background in Marketing and International Finance and experience working with businesses of different sizes, Jesse understands how financial decisions connect to the bigger picture of running and growing a business.

That perspective shapes the way he works with every client.

He listens first. He asks questions. He explains things clearly. And he takes the time to help you understand your options so you can make decisions that feel right for you and your business.

join the success

Testimonials

Ready To Make
Your Next Move?

You don’t need to have every answer before you begin. Sometimes the first step is simply having the right conversation.