- 41C New London Turnpike, Glastonbury 06033
- 860.430.6522
- Pay My Bill
We specialize in serving small to mid-sized businesses across key industries, including construction, real estate, healthcare, nonprofits, engineering, manufacturing, and insurance audit compliance. Our experience allows us to offer targeted, relevant guidance that addresses the specific regulatory and financial challenges in each sector.
To get the most out of your consultation, gather recent financial statements, tax returns, business structure documents (if applicable), and any questions or concerns about your current financial processes. If you’re an existing business, details about your accounting software or payroll system are helpful. New businesses should bring formation documents and growth plans.
Yes. We offer full-scope tax services—including preparation, filing, and resolution—as well as year-round strategic tax planning. Whether you’re an individual seeking tax efficiency or a business planning for expansion, we provide ongoing advisory tailored to your goals.
We are a year-round firm. While many clients first come to us for tax preparation, we remain available for ongoing tax planning, business advisory, audit support, and general accounting services throughout the year.
We use SmartVault, a secure client portal that allows you to upload, download, and store documents 24/7. You’ll receive a personal login with direct access to your files and communication with our team. It’s fast, secure, and encrypted.
We combine CPA-level expertise with personalized, relationship-driven service. Every client works directly with senior leadership, and every solution is tailored. We bring real-world business insight, industry-specific knowledge, and proactive support—not just during tax season, but all year long.
Absolutely. We provide comprehensive audit support for IRS exams, insurance audits, and financial statement audits. Our team will review documentation, communicate with auditors on your behalf, and help position your business for a smooth, accurate review process.
You can fill out the contact form on our Contact Page, call our office directly, or use the “Schedule Consultation” link throughout our website. Once we learn more about your needs, we’ll match you with the right services and team members.
If you need help with something not listed here, don’t hesitate to get in touch. We’re always ready to answer questions or schedule a private consultation.
