Our Services
ACCOUNTING & TAX PLANNING SERVICES
We offer a full range of accounting and tax planning from a team of highly trained accountants, bookkeepers, and payroll specialists. These services include:
- Compiled financial statements.
- Preparation of income tax returns for corporations, partnerships and individuals.
- Preparation of estate and trust tax returns including probate filing.
- IRS and Connecticut audit representation.
- IRS Offer in Compromise agreements.
SMALL BUSINESS SERVICES
We provide guidance and assist our small business clients with streamlined resources to help them run an efficient operation. These services include:
- We work closely with Payroll Providers to provide our clients with full payroll processing.
- Corporate and Limited Liability Company formations
- Computer Consulting - QuickBooks set up, installation, training and support.
- Monthly bookkeeping write-up services.
INSURANCE SERVICES
Risk can be assumed, ignored or transferred to a risk bearer. Insurance is about managing risk. By asking questions and understanding their concerns and needs, we help clients select appropriate products and services to achieve their personal, business and financial objectives. These products include:
- Life insurance
- Disability insurance
- Health insurance
- Long term care