Services

BUSINESS FORMATION, BANK NEGOTIATIONS & FINANCIAL CONSULTATION
You are an expert in operating your business but when it comes to finances, you need advice. We act not only as accountants, but more importantly as your business advisors. We will help you navigate the financial horizon from applying for your first business loan to addressing the questions that mature businesses must face. As your business advisors, we will be with you every step of the way.

FINANCIAL STATEMENTS: PERSONAL, COMPILATIONS, REVIEWS, AUDITS
Whether the purpose is to fulfill financing or bonding requirements, a financial statement provides a good milestone to help you determine where you are on your path. We often use a financial statement engagement as a starting point to help you to best position your business in order to reach your goals.

MERGERS/ACQUISITIONS & REORGANIZATIONS
Your business has been operating for a long time but you have reached the point of requiring a major transaction. This change will affect your business for the foreseeable future and needs to be set up correctly in order to maximize your company's potential. We will assist you in defining your objectives and we will work with your attorney to structure the transaction to best fit your business goals.

LITIGATION SUPPORT
When a Court date is on the horizon, you need a support team that knows their way around the Court Room. Whether it’s a divorce or the end of a business relationship, our experienced staff can assist you and your attorney to make sure that your interests are protected at the time that you need it the most.

IRS AND STATE TAX AUDITS Notices from the Government declaring that you owe additional taxes can be intimidating but can often be disputed. We will meet with you to determine the source of the questioned transaction and determine whether the Tax Code can be used to defend your position. We successfully represent clients before the Examination Divisions, Appeals Offices and Collection Divisions of the IRS and State of Connecticut.

TRUSTS & ESTATES - PLANNING & ADMINISTRATION
We believe that you spend your lifetime working hard for your money and you should be able to determine how best to pass it on to the next generation. We will work with you to learn your wishes and create a plan which will fulfill your goals.

FIDUCIARY SERVICES
In many cases, as we have earned our clients’ respect and trust, our clients have requested that we serve as the Executors of their Estates and as Trustees of their Family Trusts. Our clients realize that we will work as hard to serve the second generation of their families as we have served the first generation.

HUD AUDITS & NON-PROFIT ACCOUNTING
HUD projects and Non-Profit Organizations require a specialized knowledge base. Our audit staff stays up to date with the latest changes in Government reporting regulations to ensure that your Organization is in compliance with all necessary requirements.

INTERNAL CONTROL REVIEWS
While most often performed after a theft has taken place, many businesses are realizing that the best value is received when a review is made of their Internal Control System before a loss has been incurred. Our experienced staff will work with you to document your existing system, identify the weaknesses and design a system to protect and safeguard your assets.

COMPUTER SYSTEM INSTALLATION & SUPPORT
Whether it’s a simple question over the phone, advice on which software package best suits your business or assistance in setting up a new system installation, our software consulting staff is here to provide technology support when you need it.

TAX PREPARATION: 1040, 1120, 1120S, 1065, 1041, 706, 709, 990, 5500 Our Firm philosophy is that the completion of your tax return is more than just filling in line items and making sure that schedules are balanced; we consider each deduction available and use our professional experience to make the most advantageous use of the Tax Code to keep your tax liability to a minimum.

TAX & FINANCIAL PLANNING
We listen to your ideas and tailor an individualized plan to help you achieve your goals. We will help you balance your desire to keep your tax liability to a minimum with the need to meet necessary financial covenants.