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Client Services

Our firm offers a wide range of service to our individual and business clients. Because our firm is relatively small and we experience very little turnover with our professional staff, our clients benefit by getting personalized quality service from experienced accountants that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description. As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed.


Other Services

Family Office Services

We offer traditional family office services through our strategic partner Select Family Office www.selectfamilyoffice.com including investment management and planning, estate preservation multigenerational planning, and personal financial management and reporting.

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Litigation Support

The firm has done litigation support for several prestigious law firms and large publicly held corporations.

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Accounting Services

Financial Statements

There are two levels of service relating to unaudited financial statements which are called compilation and review. The difference is that the accountants' opinion does not provide any level of assurance on the financial statements that are compiled. Whereas, the accountants' review opinion provides limited assurance that financial statements are in conformity with general accepted accounting principles. (See Audit Services below).

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Audit Services

Audits differ from reviews and compilations, as they are an intensive examination of your company's systems and records providing the highest level of assurance. The American Institute of Certified Public Accountants requires all accounting firms, that conduct audits or prepare financial statements, to be subject to its Peer Review Program that includes internal monitoring of quality control procedures and documents. Every three years our quality control system and audit practices are audited by an outside, independent accounting firm that reports its finding to the Connecticut Society of Certified Public Accounts. Since the inception of the Peer Review Program our firm has received unqualified audit reports.

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Bookkeeping/Write-Up Services

Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.

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Consulting Services

Accounting Software Selection & Implementation

With the number of computerized accounting software packages available for small businesses and growing every day, selecting one that is right for you has become increasingly difficult. As accounting professionals, we are exposed to most programs. Our experienced staff can help you choose and implement the system that best fits your needs.

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Tax and Estate Planning

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Business Consulting

We gauge our worth by the personal and business successes of our clients. In addition to acting as a sounding board for management, we offer a range of business consulting services that compliment our tax and financial expertise. We can work with you to identify opportunities for growth and increased profitability and then develop practical solutions to help you realize your business goals. Our consulting services include Business Planning, Strategic Marketing, Budgeting & Forecasting, and Business Succession Planning

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Tax Services

IRS Representation

During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies. We have extensive experience representing clients at all levels of the Internal Revenue Service including the Audit Division, Regional Appeals Office and the National Office.

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Miscellaneous

Business and Individual Tax Preparation

Our experienced principals and staff, with our significant investment in computer software and research, enables us to effectively and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations. Each year we prepare income tax returns in more than 30 states.

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Estate & Trust Tax Preparation

Our experiences allow us to prepare fiduciary tax returns for both estates and trusts.

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Tax and Estate Planning

Tax consequences affect the bottom line of virtually every business and personal financial decision. We monitor legislative, regulatory, and judicial developments affecting your tax liabilities and tailor our services to your needs.

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

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