Tax

We provide quality, affordable tax preparation services to individuals and small businesses, and will meet with you around your schedule.

  • Individual (Federal & All States)
  • Corporation & Partnership
  • Fiduciary
  • Non-Profit
  • Employee & Payroll Filings

Accounting

Whatever your accounting needs are, from simple bookkeeping to financial statement preparation, we custom tailor our services to you.

  • Compilations & Preparations
  • Bookkeeping
  • Payroll services
  • Quickbooks Consulting
  • Business Consulting

Wealth Management

Funding for future retirement, college, or estate needs requires planning today. Let us help you make those choices.

  • Retirement Planning
  • Investment Planning
  • College Planning
  • Insurance Analysis
  • Estate Planning

Important Links

Access Your Smart Vault

Clients are encouraged to open and utilize the SmartVault client portal, which provides encrypted and secure communications of documents with us. Open or access your SmartVault here, and call our office if you have any questions.

 

Where's My Refund?

Check your Federal or State refund status by clicking below:

Federal

Connecticut

Massachusetts

New York

Vermont

IRS Taxpayer Online Account

The IRS offers an online taxpayer account access tool. With this tool, you can get Form 1040-series transcript types, check up to 18 months of your payment history, check on payoff amounts, and more. Click here to access the site.

Social Security Services

Various services are offered online via the social security web site. Services include requesting a replacement social security card, applying for benefits, getting a social security statement, and estimating your future benefits. Click here to access the web site.

 

Our "Secret Sauce"

We sit with you.  We care.  We listen. We're flexible to your needs.

In an age where companies try desperately NOT to talk to you when you call, we answer the phone.  We like when clients call us with questions.  We enjoy sitting with clients, and we feel a duty to make sure all of their tax, financial, and planning needs are met.

If we prepare your tax return, we'll sit with you through the interview process, or give you a tax organizer suitable for dropping off, your choice.  Our accounting services are extremely flexible, because no two clients are exactly alike.  Our wealth management advice is derived directly from listening to your needs.  The bottom line to all of our services is that you're the boss, and we're here to help.

It's how we've done business since 1986.

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Mind the Pennies

...and the dollars will take care of themselves. Cash flow planning is essential, whether you're an individual planning for retirement or a small business owner looking to cover expenses and expand. We can help.

Let's Talk

If you're interested in a face-to-face meeting, we'd love to hear from you.  Please feel free to call during normal business hours, or e-mail us any time.  Click on the button on the right, or see our contact information below.

All Securities offered through Money Concepts Capital Corp., Member FINRA/SIPC. Money Concepts Capital Corp. is registered with the SEC as a Registered Investment Advisor. Investments are not FDIC or NCUA insured, and may lose value.