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Tax, Audit & Accounting

Our Tax, Audit & Accounting clients represent a diverse cross section of individuals and businesses seeking professional advice. The individual has a variety of needs as a taxpayer, investor, planner or employee. The business may be a sole proprietor or a multi-stated corporation with hundreds of employees.

We pride ourselves on providing professional and timely service to every client, regardless of size. Within the business community, we serve clients from a variety of industries including manufacturing, wholesaling, retail, real estate, legal and medical services, construction, transportation, environmental and nonprofit organizations.

Tax, Audit & Accounting Services

Audits & Financial Statements

  • Audited, Reviewed or Compiled Financial Statements
  • Personal Financial Statements
  • Forecasts and Projections
  • Employee Benefit Plan Audits

Estates, Gifts and Trusts

  • Federal Forms 706, 709 and 1041
  • State Forms CT 706, CT 706NT and CT 1041
  • Periodic and Final Accountings*
  • Probate Inventories and Return and List of Claims

Tax Matters

  • Corporations, Partnerships and Individuals
  • Information Returns (1099’s)
  • Pension, Profit Sharing and Cafeteria Plans
  • Payroll and Excise
  • Tax-Exempt Organizations
  • Planning for Income Taxes, Retirement or Divorce
  • Cancellation of Debt and Bankruptcy
  • Tax Research
  • IRS and State Audit Representations

Other Services

  • Business and Pension Valuations
  • Bookkeeping and Payroll Services
  • Computerized Accounting Systems
  • Litigation Support
  • Buy/Sell Consulting

* Accounting prepared in accordance with the Connecticut Probate Practice Book