Apercen Partners

Apercen Partners Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Apercen Partners, Financial Consultant, 314 Lytton Avenue Ste 200, Palo Alto, CA.

Apercen is a tax consulting firm offering high net-worth individual clients a full spectrum of income and multi-generational tax planning and compliance services.

At Apercen, we believe everyone deserves to feel seen, valued, and supported. This Pride Month, we celebrate the LGBTQ+ ...
06/01/2026

At Apercen, we believe everyone deserves to feel seen, valued, and supported. This Pride Month, we celebrate the LGBTQ+ community and continue our commitment to fostering an inclusive and welcoming environment for all.

Happy Pride Month.

This month, we’re celebrating Jillian, a Senior Executive Assistant who has been a valued part of the team for over four...
05/28/2026

This month, we’re celebrating Jillian, a Senior Executive Assistant who has been a valued part of the team for over four and a half years.

What drew Jillian to Apercen was the incredible people she gets to work with every day and the strong collaboration that defines the firm. She truly values being a part of a high performing administrative team where everyone contributes and works seamlessly together. Jillian shares, “I was excited by the opportunity to be a part of such a great organization and to support the managing partner. I’m most proud of advancing to Senior Executive Assistant while continuing to raise the bar in my role. I’m grateful to be here every day.”

Kristen, the Administrative Services Manager shares, “Jillian is one of those people who quietly and confidently steps into a role, master’s it with humility, and continues to raise the bar year after year. She consistently juggles countless priorities without missing a beat, all while maintaining the highest standard of excellence as an EA. She continues to impress me with her accomplishments, and I feel truly fortunate to have her on our team. Her dedication, professionalism, and unwavering support of our CEO are deeply valued and appreciated.”

Outside of work, Jillian enjoys spending time with her husband and their two English bulldogs, Bean and Ben. Jillian enjoys an active lifestyle and loves to travel, especially when it involves spending time at the beach. Jillian also appreciates a good cup of coffee, a great book, cancelled plans, and gardening in her backyard.

Today, we remember the heroes who made the ultimate sacrifice for our freedom. From all of us at Apercen, we honor their...
05/25/2026

Today, we remember the heroes who made the ultimate sacrifice for our freedom. From all of us at Apercen, we honor their legacy this Memorial Day. Apercen is closed today in observance of Memorial Day and will reopen tomorrow.

The New York team had a wonderful time at our Post Busy Season Outing cheering on the Yankees together. Great company, g...
05/18/2026

The New York team had a wonderful time at our Post Busy Season Outing cheering on the Yankees together. Great company, great energy, and a well-deserved night to celebrate all the hard work this season!

Happy Mother’s Day to all the incredible mothers on our team. Your strength, patience, and ability to balance so much ev...
05/10/2026

Happy Mother’s Day to all the incredible mothers on our team. Your strength, patience, and ability to balance so much every day continue to inspire us.

Today is about you - thank you for all that you do, in every role you carry!

Today is all about celebrating the planet we call home, and recognizing the role each of us plays in protecting it. From...
04/22/2026

Today is all about celebrating the planet we call home, and recognizing the role each of us plays in protecting it. From the air we breathe to the places we love, Earth gives us so much. Let’s keep moving forward together by making mindful choices, supporting sustainability, and protecting the world around us. Together, we can make a lasting impact.

Tomorrow is Administrative Professionals Day!We’re proud to celebrate the people who keep our workplace organized, effic...
04/21/2026

Tomorrow is Administrative Professionals Day!

We’re proud to celebrate the people who keep our workplace organized, efficient, and moving forward every day. Your attention to detail, problem-solving, and constant support make a bigger impact than you know. Thank you for being the backbone of our team!

Congrats to our team on another successful busy season! Your hard work, dedication, and teamwork made it all possible. N...
04/16/2026

Congrats to our team on another successful busy season! Your hard work, dedication, and teamwork made it all possible. Now it’s time to rest and recharge, you’ve earned it.

Our tax team will be taking Friday off. Enjoy the well-deserved break!

Last month we wrapped up an unforgettable Firm Retreat in Austin, TX! There’s something special about stepping away from...
03/31/2026

Last month we wrapped up an unforgettable Firm Retreat in Austin, TX!

There’s something special about stepping away from the day-to-day and exploring a new city alongside your teammates. From reconnecting in person at our State of the Firm Meeting, to an unforgettable Speakeasy event featuring live bands and delicious food, and an elegant Gala to close the retreat. It was a weekend full of energy, inspiration, and connection.

We are all grateful for the opportunity to collaborate face-to-face, strengthen relationships, and align on where we’re headed next.

This month’s Employee Spotlight shines on Amanda, a Senior Tax Manager who has been with the Firm for two and a half yea...
03/23/2026

This month’s Employee Spotlight shines on Amanda, a Senior Tax Manager who has been with the Firm for two and a half years.

Amanda shares, “Since joining Apercen, I have experienced strong support from all directions including peers, team members, and specialty groups. I particularly appreciate how actively involved and supportive the partners are, regularly working side by side with the team on client issues and projects. The culture at Apercen encourages and fosters collaboration across all levels while also recognizing and valuing individual contributions and ownership.”

Through serving a diverse group of clients, Amanda is continually learning and embracing new challenges. By focusing on a select number of clients, she can dedicate the time and attention needed to stay current on their tax compliance matters and provide thoughtful, proactive guidance throughout the year.

Mentorship and professional development have always been personal passions for Amanda. She is grateful to work alongside and participate in the growth of hardworking and intellectually curious individuals who enjoy taking on new challenges. Jae, a Senior Tax Associate, shares, “Amanda, our Senior Manager, keeps projects moving. She connects with each junior member, offering mentorship and guidance, while expertly managing workload and workflow. The team wouldn't be the same without her leadership and support.”

As someone who prioritizes their well-being, Amanda says “The quality of life I have experienced since joining Apercen is exactly what I had hoped for. I feel heard and valued for my contributions, entrusted with autonomy over my schedule, and appreciate the opportunity to work remotely, from the beautiful Lowcountry of South Carolina.”

Outside of work, Amanda brings the same curiosity and energy to her personal life. She has explored many states across the U.S. and traveled to more than 25 countries, with a goal of visiting at least one new country each year. When she’s not exploring a new destination, Amanda enjoys soaking up time at the beach, heading out for daily walks or runs, and discovering Charleston’s newest restaurants and coffee shops.

Address

314 Lytton Avenue Ste 200
Palo Alto, CA
94301

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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