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About

Apercen Partners is a Palo Alto, CA tax consulting firm serving high net-worth individual clients. Its work centers on income tax planning, multi-generational tax planning, and tax compliance, with services described for clients managing wealth and property across complex financial situations.

The firm’s stated client focus includes venture, hedge, and private equity partners, as well as entrepreneurs and corporate executives. Profile facts also list accounting, bookkeeping, and tax services, with CPA credentials noted in the supplied data.

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Service areas

Palo Alto, CA

Credentials

CPA

Client types

High net-worth individual clientsVenture partnersHedge fund partnersPrivate equity partnersEntrepreneursCorporate executives

Tax focus

Income tax planningMulti-generational tax planningTax compliance